Global market gains over the last two months are bordering on the euphoric, says Julius Baer's Matthias Ramser, who is maintaining a neutral weighting to equities and commodities across the firm's portfolios.
Threadneedle CIO, Sarah Arkle, has raised financials to an overweight in her global sector views, and is optimistic on a continued rally in equities.
A recent Conjecture debate, the first part of which is transcribed here, featured Julian Chillingworth, Sunil Krishnan and Robert Quinn. They discussed the outlook for the global economy as we enter the fourth quarter of the year and debated the sustainability...
A background in zoology and marine biology has informed Iain Stewart's patient and intelligent investment style - just don't go telling him that finance is a science
Market upheaval causes mass exodus to developed markets as a consequence of managers' search for quality and protection from risk
Diverse sector at the forefront of downturn over past year, with just eight funds producing positive returns to investors
A recent survey by HSBC Bank International of the expatriate community reveals that, despite the current turmoil in the financial system, there exist plenty of opportunities for IFAs in the expat market
Global commercial property markets are showing signs of a recovery as emerging markets lead strong rises for the S&P Property and REIT indices in Q2.
Rlam's Jane Coffey believes most global economies have now seen their worst quarter of economic decline, expecting positive growth in the second half of the year.
It would be an understatement to say that global equity markets have been volatile in 2009.