ESG: Fad or future?

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From time to time, investors become irrationally enthusiastic. The important thing to note about these manic moments is that the investment theme underpinning them makes perfect sense. The narratives are

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02 Jul 2021

The Next Big Test for Japan

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For years the challenge when talking about investing in Japan was to stop people’s eyes glazing over. Today, everyone wants to know where next for Tokyo. A week after the

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19 Sep 2013

Is the commodities super-cycle over?

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Time to move on from commodities to global stock picking Morgan Stanley last week joined a growing list of big investment banks beating a partial retreat from commodities trading. Like

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27 Jun 2013

Is Asia an investment safe haven?

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Some of the countries of Asia have been among the best places to ride out the financial crisis. “Asia as a safe haven is a novel concept for anyone who

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23 Oct 2012

10 investment lessons from ‘Black Monday’

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Black Monday, 19 October 1987, was when stock markets around the world saw their largest one day falls in history. The Dow Jones Industrial Average dropped 22% and the Australian

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17 Oct 2012

Five ways investors can ride the QE3 stimulus

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“This is a watershed moment for markets,” says Tom Stevenson, Investment Director at Fidelity Worldwide Investment. “The third slug of monetary stimulus from the US Federal Reserve Bank came just

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19 Sep 2012

Equity yields rise towards 15 year highs

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Equity yields around the world, including those of blue-chip investments, are higher than average over the past 15 years – and investors are increasingly recognising this and taking advantage of

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20 Jul 2012

Ways to handle market volatility

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Markets are being driven by politics and they won’t stabilise while the eurozone situation is unresolved and, more importantly, while the threat remains that Spain or Italy could go the

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13 Jul 2012

Stronger growth prospects position emerging markets to outperform

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An analysis of performance between December 2000 to December 2011 shows how countries with stronger economic growth – many of which are represented in the emerging markets complex – have

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24 Apr 2012

Are dividend yields sustainable?

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With declining bank term deposit rates, there has been increasing interest in dividend yields as a source of income for investors. But how do you determine how sustainable dividend yields

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15 Feb 2012