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

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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

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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

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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

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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

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Credit shines and bond yields to head upwards, says INGIM

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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

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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

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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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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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