Slow motion market recovery ahead, says Russell chief investment strategist

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Warns investors on over-optimism Predicting high single to low double digit global returns Russell Investments is expecting a slow motion market recovery, according to its March 2011 market commentary. Andrew

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Credit: How Irish is Australia?

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Summary Ireland has gone from financial market darling to a challenging credit in the space of three years. With a similar concentrated banking system that has a high exposure to

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Investor Signposts: Week Beginning March 13 2011

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The big picture One of the biggest issues currently is rising food prices. Food prices began rising in the second half of 2010 and hit record highs in January. The

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Income investors turn to global equities

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Forecast double-digit earnings to drive dividend growth Income-seeking investors will increasingly turn to global equities in 2011, with leading international asset manager Threadneedle forecasting that key international markets will experience

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Geopolitical tensions have potential to cause oil prices to double, CMC Markets says

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20 year analysis shows an actual supply disruption could cause further climbs The recent geo-political tension in the Middle East and Northern Africa has again highlighted the sensitivity of crude

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PIMCO’s bond funds outperform equities; head winds highlight the importance of active management

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Fixed interest has outperformed equities over the past few years Headwinds are on the horizon for global bond markets Fixed interest is a must as a diversifier and to smooth

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Where are we in the investment cycle for shares?

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Key points While mainstream global shares may be due for a short term correction, the cyclical recovery still has further to go. Shares are still cheap, confidence in the sustainability

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Chinese inflation remains a threat

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Chinese inflation data Inflation prints below forecast. China’s annual inflation rate lifted modestly in January, from 4.6 per cent to 4.9 per cent, but was still below expectations centred on

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Weekly market & economic update – 11 February 2011

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Headline developments of the past week China continued to tighten the monetary screws with another interest rates hike. This should not really have been a surprise to anyone and further

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Investor Signposts: Week Beginning February 13 2011

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The big picture The big issue across the globe at present is inflation. At the start of the year sharply rising food prices prompted riots in Algeria, with dissatisfaction quickly

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