Setting a firm strategy for the whole year is difficult given there are still so many moving parts, but for now we prefer to proceed with caution, with several ‘insurance policies’ remaining in place.
Investment Week |
16 Jan 2012
A square-root-shaped economic recovery has been our team’s US economic forecast since 2009.
Investment Week |
16 Jan 2012
At the turn of the year, the investor’s gaze turns to the crystal ball to divine the prospects for the new year.
Investment Week |
16 Jan 2012
“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
Standard Life Investments’ Harry Nimmo is set to run a significantly overweight position in the UK when his Global Smaller Companies fund launches on 18 January.
Investment Week |
16 Jan 2012
With volatility set to dominate again this year, experts predict which sector or geographical region will surprise on the upside.
Investment Week |
13 Jan 2012
Investec's head of contrarian investments Alastair Mundy wonders whether Japanese equities will be a winning play this year.
Investment Week |
12 Jan 2012
The public's willingness to accept economic reform may be a greater problem for Europe this year than the stubbornness of the ECB, according to the managers of the Ruffer Investment Company.
Investment Week |
10 Jan 2012
Dalton Strategic Partners fund manager Jenifer Rush adopts adventurous investment style to find ideas within the commodities sector.
Investment Week |
09 Jan 2012
Fund launches reached a decade low last year as groups held back new products in the face of market volatility.
Investment Week |
09 Jan 2012
We ask investment experts for their forecasts for 2012.
Investment Week |
06 Jan 2012
After a year of surging valuations, Maria Merricks looks at whether there is still value in Indonesian shares.
Investment Week |
06 Jan 2012
Japan
