Evolving markets – The global backdrop remains net positive

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Nikko AM’s Global Investment Committee (GIC) met on 26 September and chose a relatively positive global-macro scenario, implying an increased overweight stance on global equities. Primarily, we believe that the G-3 economies will move steadily ahead and that US monetary conditions, although moving towards tightening, will remain very accommodative (with the Bank of Japan (BOJ)

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Global and emerging market outlooks for 2012

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What is the outlook for global versus emerging markets? Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund – “I expect global economic growth to remain muted in 2012, with a continued and marked divergence between developed world and emerging market growth. The sovereign debt issues in the eurozone are far from resolved and

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Investor Signposts: Week Beginning July 10 2011

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The big picture Confused about where the economy is heading? You’re in good company, with the boffins from the Reserve Bank also seemingly scratching their collective heads about where things are going. Earlier in the year the policymakers appeared confident that the economy would rebound strongly after the floods and cyclones and flagged the risk

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ASX Group Monthly Activity Report – June 2011

  The value of ASX-listed stocks, as measured by the All Ordinaries Index, fell 2.7% during June 2011. Many other major markets also fell during the month including Hong Kong down 5.4%, the US down 1.8%, the UK down 0.7%, and Singapore down 1.2%. In contrast Japan was up 1.3%. Over the course of financial

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Artio Global Investors Selects Australia for Global Expansion

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Ian Webber to lead focus on Australian institutional investment market New York-based investment management firm Artio Global Investors (“Artio Global”) announced it is opening an office in Sydney, Australia, bringing its unique investment management approach to the Australian institutional market. Artio Global manages US$ 49.2 billion in assets as of May 31, 2011 across a

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East or West – Where to Invest?

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The two biggest economies in the world could hardly look more different at the moment. One is doing all it can to stimulate growth, while the other is trying to rein it in. In the US, the Obama administration is ploughing a lonely furrow, the only major country in the world to be easing fiscal

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CommSec: China’s inflation dragon is being tamed

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Chinese economic data Inflation still creeping higher. China’s annual inflation rate rose from 5.3 per cent to a 34-month high of 5.5 per cent in May. But the result was only slightly above expectations centred on a result near 5.4 per cent. And the CPI grew by just 0.1 per cent in the month after

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Principal Global Investors’ End of Financial Year Central Bank Watch

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Principal Global Investors releases its Central Bank Watch, covering current and expected interest rate policy at the Reserve Bank of Australia, Federal Reserve, Bank of England, European Central Bank, Bank of Japan and Bank of Canada.   The paper evaluates the performance of the central banks over the past the last 12 months, discussing CPI

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ASX launches free online ETF courses

The Australian Securities Exchange (ASX) has launched seven new and free online courses designed to help investors understand exchange-traded funds (ETFs). ETFs and exchange-traded commodities (ETCs) invest in a portfolio of securities, providing investors with diversification in a single transaction. They can be bought and sold on exchange just like shares. The expanding range of

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Emerging Resources Company Share Fund ranked 4th by Morningstar

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The Emerging Resources Company Share Fund managed by boutique equity fund manager E.I.M. Capital Managers celebrated its fifth anniversary at the end of April. It achieved a 15.8% pa return over the five years putting it in 4th place in the Morningstar rankings of over 2,000 retail investment trusts in Australia. “Our success comes from a

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