The attractiveness of equities rests on ongoing negative sentiment, the strong financial position of corporations, and attractive valuations.
Investment Week |
31 Jan 2012
In recent months we have observed a notable rise in ambition among Japanese corporate leaders, particularly in relation to the pursuit of opportunities in other countries.
Investment Week |
31 Jan 2012
The global economy has been slowing and there is a risk of recession in certain regions, particularly Europe.
Investment Week |
31 Jan 2012
In spite of ongoing concerns over the eurozone debt crisis and fears that China’s slowdown could result in a hard landing for the world’s second largest economy, risk assets and particularly equities have made a solid start to the year.
Investment Week |
23 Jan 2012
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
It has been a long, slow and frustrating process, but the US is finally starting to show signs of recovery. The OECD predicts growth of just 2% in 2012, a somewhat anaemic rate compared to historical post-recession periods.
Investment Week |
23 Jan 2012
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
Having benefitted more from a defensive posture relative to the rest of Europe in 2011, the UK now stands to potentially offer somewhat greater growth potential for investors in 2012.
Investment Week |
23 Jan 2012
Last year was quite a remarkable year for bond markets, with high levels of volatility pushing investor sentiment to the limit. As we turn the corner into 2012, macro risks will likely ensure further market turbulence.
Investment Week |
23 Jan 2012
The healthcare sector had a positive 2011 and outperformed a difficult environment for equities.
Investment Week |
23 Jan 2012
As the New Year begins and television adverts quickly change to prompt us to get healthy, having encouraged us to indulge just a few days earlier, in equity markets we learn just how successful retailers were in persuading us to spend over the festive season.
Investment Week |
23 Jan 2012
The market clearly faces some significant challenges in 2012. We anticipate that, at least in the short-term, newsflow on the European debt crisis will continue to be the key driver of investor sentiment.
Investment Week |
16 Jan 2012
