Recent market volatility should serve as a reminder that while the risk of a prolonged recession has been averted, there is still uncertainty about the strength of recovery and the possible exit strategies from unprecedented fiscal and monetary stimulus...
Solid business results and economic stimulus packages are creating exciting opportunities in infrastructure
Recent strong price gains across commodity markets, especially base metal equities, now urge caution to some degree.
Last week's statistics from the Investment Managers' Association, which saw property funds attract the largest allocations, are as clear an indication as you could wish for that investors have now largely moved away from fear and are ready to embrace...
Gold is entering a new era. In the past gold has been thought of primarily as a safe haven, but now it is recognised as a preserver of wealth by both institutional and private investors, relevant whatever the economic weather.
Positive net retail sales over seven consecutive months show investors are shifting back towards sector
Threadneedle's head of commodities David Donora is bullish on both the short and long-term outlook for commodities, though he believes the medium-term picture is uncertain.
Swip's Gerry Ferguson has started to use cash reserves, purchasing a £260m property portfolio from Aviva Investors.
The Dubai World crisis could be the first in a series of credit crunch 'aftershocks' that change how investors view quasi-government bodies, warns Paul Brain.
Skandia Investment Group has awarded a further £150m mandate to Schroders' Richard Buxton.