2014 Year of the Horse will see global recovery

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Modest global growth expected as the world economy saddles up for a recovery, astute investors will think laterally about portfolio construction.  Global G3 economies are heading towards synchronised, moderate growth in 2014 with a likelihood of low returns, according to the Annual Global Outlook report, released by Russell Investments. The report is produced by Russell’s

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BetaShares U.S. Dollar ETF quadruples in size in a month

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BetaShares U.S Dollar ETF (ASX Code: USD) AUM reaches $50 million USD consistently ranking as one of top three most actively traded ETFs BetaShares passes $120 million in AUM three months after initial product launch BetaShares Capital Limited (BetaShares) has announced that its US dollar exchange traded fund (ASX Code: USD) has quadrupled in size

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RBA: Resilient financial system

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Financial Stability Review The Reserve Bank has given a clean bill of health for the Australian financial system, highlighting the strength of domestic banks compared with their overseas peers. The Reserve Bank has indicated that the natural disasters earlier this year is unlikely to significantly impair bank assets and profitability. However the central bank did

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Key Global Investor Themes for Next 12 – 18 Months

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Chinese inflation – should lead to a lower $A Emerging markets inflation European debt woes not really resolved US economy may surprise on the upside, largely due US multinationals International equity fund manager, Insync Funds Management, considers the key global investor themes of 2011-2012: China – we believe inflation in China will emerge as a

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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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Credit shines and bond yields to head upwards, says INGIM

Credit is expected to shine over the coming quarter while Australian bonds will continue to outperform their global counterparts, according to the latest fixed income outlook from ING Investment Management (INGIM). Greg Michel, head of fixed income at INGIM said the global appetite for Australian bonds is likely to continue with investors drawn to current

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Europe’s reversal of fortunes: core trumps peripherals

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Until recently, the defining theme of European economic monetary union since its introduction in 1999 was the convergence of the peripheral economies (ex-Soviet bloc and outlying countries) and core Europe (France, Germany, the UK and so on). The move to a single currency provided the impetus for fiscally weaker, less-competitive peripheral economies to catch up

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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 double-digit aggregate earnings growth and increasing dividends in 2011. “For the last two decades investors have traditionally turned to bond markets for income and to

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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 volatility PIMCO’s actively managed bond funds continue to outperform both local and global equities though market conditions are set to become challenging for fixed interest

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Where are we in the investment cycle for shares?

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 of the global recovery is continuing and share market liquidity remains favourable. US shares are in the “sweet spot” of the investment cycle and are

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