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Big Question: Are hopes of a US recovery overblown?

Investment Week | 03 Feb 2012

As signs point toward a recovery across the pond, we ask industry experts whether the current progress can be maintained...

big-question
painted-pound

Thinktank warns UK economy faces £114bn black hole

The UK's public finances face a funding shortfall of £114bn despite moves by the government to curtail spending, a leading economic thinktank has warned.

Investment Week | 01 Feb 2012

steer-tim

Euro issues are too deep seated to be resolved in 2012

Will 2012 see a solution to the great Euro-mess? That would be nice, but somehow I doubt it. The issues are too deep-seated and intractable; and, of course, the debts run very deep.

Investment Week | 31 Jan 2012

OTHER GDP ARTICLES

molitorbw

The certainty of uncertainty

A year ago, I edited a note that cautioned investors about the then-common wisdom that they should be overweight in emerging markets equities.

Investment Week | 30 Jan 2012

em-index

Why indexing works for emerging markets

Jeff Molitor, Vanguard’s Europe chief investment officer, challenges the conventional wisdom that investors seeking outperformance in emerging markets are better off with actively managed portfolios.

Investment Week | 27 Jan 2012

usa-flag

US GDP misses forecasts after growth of 2.8% in Q4

The US economy expanded by less than forecast at 2.8% in the fourth quarter of 2011, official figures have revealed.

Investment Week | 27 Jan 2012

sterling-coin-note

Gilt yields climb after UK GDP fall

Gilts are seeing prices fall and yields climb after the worse than feared decline in the UK economy was revealed this morning.

Investment Week | 25 Jan 2012

Office buildings in the City of London

UK GDP falls by 0.2% in fourth quarter

UK GDP for the fourth quarter of 2011 dropped by 0.2%, a worse than expected figure that will heighten fears of a double-dip recession.

Investment Week | 25 Jan 2012

mcilroy-david-cutout

Why investors should not overlook Africa

Despite lagging their developed counterparts in 2011, emerging markets have outperformed developed markets in eight of the past ten years.

Investment Week | 23 Jan 2012

winkelmann-thorsten-cutout2

Positive economic surprises are possible in the eurozone

Recession risk has risen considerably in the eurozone. The core countries struggle to outweigh the weaknesses of the periphery. Also, the weaknesses in the financial sector are likely to start to impact on the real economy of the eurozone.

Investment Week | 23 Jan 2012

china-flag-new

Four challenges facing China in Year of the Dragon

Asia fund managers have warned China’s economy faces a series of challenges despite its meteoric rise to global superpower status.

Investment Week | 23 Jan 2012

evans-liz

China: What does the New Year hold?

Liz Evans, Asia-Pacific fund manager at Cavendish Asset Management, gives her views on what the Year of the Dragon has in store for equity investors.

Investment Week | 23 Jan 2012

big-question

The Big Question: What are your top investment calls for China?

We ask fund managers for their top stocks or sector picks for 2012.

Investment Week | 20 Jan 2012

lunt-geoff-cutout

Renminbi set to continue appreciation against the dollar

“China faces new and more difficult challenges today than before. The property bubble is an increasingly worrisome source of internal instability. This time, it will be much tougher for China to avoid a meaningful slowdown. It’s time for the rest of the world to prepare for just such a possibility.”

Investment Week | 16 Jan 2012

speedos

Special Report: What is driving Brazil?

As Brazil overtakes the UK as the world’s sixth largest economy, Maria Merricks looks at the key drivers behind its investment potential.

Investment Week | 13 Jan 2012

« Previous Next »

MOST READ ARTICLES

  • Big Question: Are hopes of a US recovery overblown?

  • £1.2bn Caledonia investment trust to adopt more concentrated mandate

  • VIDEO: Pakenham - Japan's impact on bond markets

  • Gibbs retains euro short ahead of 'rapid contraction'

  • Conjecture: Global Emerging Markets

MOST COMMENTED ARTICLES

  • FSA chief 'truly sorry' for RBS failure

  • Show your support: Why fund managers must fight back on fund charges

  • Fred Goodwin stripped of knighthood

  • Fidelity demands action on misleading 'Ryanair' fund charges

  • Treasury calls for FATCA exemptions on eve of new proposals

  • Most read
  • Most commented
  • Most popular
  • Big Question: Are hopes of a US recovery overblow...

  • £1.2bn Caledonia investment trust to adopt more ...

  • VIDEO: Pakenham - Japan's impact on bond markets

  • Gibbs retains euro short ahead of 'rapid contract...

  • FSA chief 'truly sorry' for RBS failure

  • Show your support: Why fund managers must fight b...

  • Fred Goodwin stripped of knighthood

  • Fidelity demands action on misleading 'Ryanair' f...

  • Australia
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HAVE YOUR SAY

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The Big Question

This week: Are hopes of a US recovery overblown?

JOB OF THE WEEK

Latest jobs

IPS GROUP: Senior Communic

03 Feb 2012

GBP45000 - 55000 per annum: IPS Group: Working fo

IPS GROUP: Flexible Benefi

03 Feb 2012

GBP37000 - 46000 per annum: IPS Group: An interes

MORTGAGE TALK: Self Employ

02 Feb 2012

£40-45K OTE: Mortgage Talk: Fantastic Opportunit

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EDITOR'S CHOICE

1 2 3 4 5

obama-concerned

FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

capitol hill

Treasury calls for FATCA exemptions on eve of new proposals

HM Treasury is pressuring the US government for a ‘carve out’ on FATCA for low risk institutions, ahead of a draft paper due this week.

Greek flag

Is now the time to snap up Greek debt?

London-based investment manager Exotix - the emerging and frontier markets specialist - is urging clients to buy into Greek debt and the country's stock market before it reaches a deal with creditors.

cowley-stewart-cutout

Fund Manager Focus: OMAM's Stewart Cowley

Old Mutual Asset Managers’ Stewart Cowley has run the group’s £568m Global Strategic Bond fund since joining the company from Newton Investment Management in June 2009.

train-nick

Train: How I outperformed FTSE All Share during 2011

Lindsell Train founder Nick Train has revealed hefty positions in some of the more defensive stocks in the FTSE 100 helped him outperform the market substantially last year.

EVENTS

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Northern Investment Summit

08 Feb 2012 - 08 Feb 2012

Radisson Blu, 80 High Street, The Royal Mile Edinburgh

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Strategic Bond Focus

09 Feb 2012 - 09 Feb 2012

Grand Connaught Rooms

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Professional Adviser Awards 2012

09 Feb 2012 - 09 Feb 2012

London Hilton on Park Lane, 22 Park Lane, London, W1K 1BE

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fund5live

21 Feb 2012 - 29 Feb 2012

More events
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