Risk-off – go global for best returns urges fund manager

From

A desire by Australian investors to mitigate risk has seen a pile-up of funds sitting in cash. Rates on cash are higher in Australia than in many OECD countries and

continue reading

Threadneedle urges Australian investors to think growth

From

Global investment manager, Threadneedle Investments (Threadneedle), says Australian investors should be encouraged to reassess their exposure to growth assets as new opportunities emerge in global equity markets. Neil Robson, Threadneedle

continue reading

Global equity market recap – quarter 1

From

Global equity investors enjoyed strong, broad-based gains during the first quarter of 2012. The Standard & Poor’s (S&P) 500 rose 12.6%, its best first-quarter rally since 1998. International markets, represented

continue reading

What’s next for global equities?

From

Last year was a tough one for global economic growth and markets. I think we’re starting to see the early signs of at least the US economy turning a corner. 

continue reading

Time to invest offshore?

From

With many international equities currently outstripping their Australian counterparts, many share investors are turning their minds to investing overseas. The question is, what’s the best way to go about it?

continue reading

The van Eyk Conference: Global equities not cheap

From

Global equities are not cheap, despite the claims by many market analysts, because earnings forecasts are much too high, hedge fund manager Dr Jamil Baz told delegates at the van

continue reading

van Eyk awards 18 “A” ratings in international equities

From

Investors in international equities need to be aware that fund managers who performed well in last year’s risk averse markets could be this year’s laggards if investor anxiety dissipates, according

continue reading

Where to now for global equities?

From

As Australian investors expand their offshore holdings to take advantage of the buying power of the strong $A, we asked Amit Lodha, portfolio manager of the Fidelity Global Equities Fund,

continue reading

Global equities outlook for 2012

From

The year ahead will be a difficult one for global equity investors with the prospects for capital appreciation in most developed equity markets expected to be low, and the need

continue reading

Time to go global, advisers told

From

Leading international asset manager, Threadneedle Investments, has called on Australian advisers to think outside the local equities box and ask their clients to consider the merits of a ‘borderless, active

continue reading