Threadneedle Investment Strategy Update April 2011

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Risk assets have absorbed an awful lot of bad news over the past month and their resilience can be ascribed partly to the attractive valuations that have long underpinned our positive view. A number of factors have changed since last month’s update, but arguably the most significant for economies and markets are the geopolitical premium in

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S&P Withdraws Rating On ING Global Equity Opportunities Fund At Manager's Request

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Standard & Poor’s Fund Services today withdrew its ratings on the ING Global Equity Opportunities Fund at the request of the manager, ING Investment Management Ltd. x This follows the resignation of the fund’s two portfolio managers. x As a result of this development, the manager has elected to close the fund. x The fund

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UBS Australian Small Companies Fund Remains 'On Hold'

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Standard & Poor’s Fund Services today stated that the UBS Australian Small Companies fund remains ‘On Hold’ following UBS’s confirmation that two members of its three-person Australian-equities small-cap team—Jeremy Bendeich and John Campbell—will be leaving the firm. x Co-portfolio manager, Stephen Wood has assumed full responsibility for the fund, with additional support from other members

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Lonsec releases its Small Cap Australian Equity Sector Review

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Lonsec’s review of the Large Cap Australian Equity Fund sector encompassed 36 active funds across traditional small cap, mid cap and micro cap funds. Lin Ngin, Senior Investment Analyst responsible for this review explains the difference between these funds. “A traditional small cap fund invests primarily in the S&P/ASX Small Ordinaries Index, where a mid

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Strong balance sheets fuel dividend growth, Russell says

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Australian dividends increase 6.4% Dividend yields rival term deposits Dividends are on the rise with the average dividend across the equity market growing 6.4% over the last six months, according to recent data from Russell Investments, provider of the Russell Australia High Dividend Index (the index). “This reporting season has shown companies are increasingly confident

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Aussie equities underperform global peers

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Sharemarket Insights The Australian sharemarket has significantly underperformed other major overseas markets this financial year. Some of the factors that have led to this under-performance include higher domestic interest rates, the strength of the Australian dollar and the lack of near term growth. CommSec still expects the Australian share market to rise over the rest

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Insync FM Sees 2011 as a good time to buy global shares

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Why International Equities Now? International equity fund manager, Insync Funds Management, believes that now is the time to buy global stocks. “Over the last ten years large cap global shares have gone from being wildly overpriced to reasonable value. This is seen by the S&P 500 moving from a PE (Price to Earnings ratio) of

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Household wealth levels nears 3-year high; Company cash holdings at a 11-year high

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Financial accounts The financial wealth of Australians rose in the December quarter – largely due to 4.5 per cent rise in equity markets. Net financial assets of households rose by 3.4 per cent after rising by 8.1 per cent in the September quarter. Per capita financial wealth rose by almost $1,400 to $46,330 in the

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Australia’s millionaires lose their appetite for growth but gain a healthy hunger for advice

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Over half of Australia’s 310,000 millionaires want more financial advice, and are prepared to pay for it, according to the latest Centric Wealth / Investment Trends High Net Worth Investor Report. Survey respondents said key areas in which they needed more advice were estate planning, reviewing current investment portfolios, investment strategy, asset protection strategies, borrowing

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What to look for now in global equities

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As the world keeps changing, so does the way you should look for investment opportunities around the globe. You do not always have to invest directly in emerging markets to take advantage of opportunities within them, says one of the world’s largest fund managers. “I am cautiously optimistic about the prospects for global equities,” says

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