Cycle of QE indefinite, hold equities

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Central banks could continue pumping money into the economy for decades and interest rates in the United States are set to rise but maybe not this year. These were some

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US debt ceiling: is there a long-term solution?

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Thankfully politicians in the US can at least agree on one thing – that America defaulting on its obligations would be a “bad thing”. And so it was recently at

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Why the Fed’s QE is likely to end well

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Stan Druckenmiller, a star US hedge-fund manager, slams the Federal Reserve for “running the most inappropriate monetary policy in history”. But what seems to scare investors more is the prospect

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What is the future for bonds and why should you maintain an allocation to this asset class?

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Roger Bridges, Head of Fixed Income and Anita Daum, Head of Portfolio Management and the portfolio manager for the Tyndall Australian Bond Fund have provided their answers to AdviserVoice on

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Mid-year market review and outlook: Tapering is not tightening but valuations continue to favour equities over bonds

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At the start of the year, we forecast a challenging macroeconomic outlook for 2013, continued downside risks, and we expected interest rates to stay lower for longer. In terms of

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Benchmark investing risky in the post QE world

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High performing fixed interest manager calls for absolute return approach to fixed interes In an uncertain market, an absolute return focus rather than a benchmark driven one is more likely

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