Analysis

Managed funds

Why we favour equities over bonds

ON ASSET ALLOCATION

clock 06 May 2011 •

Managed funds

Balanced Managed funds move defensive on macro headwind

IMA's broad definition of Balanced Managed sector makes for widely varied performance, fuelling criticism of peer group

clock 06 May 2011 •

UK

Lagging income funds struggle as defensive stocks fail to take off

Can struggling equity income funds find momentum to turn around performance?

clock 03 May 2011 •

Bonds

Rate normalisation will present headwind for govt bonds

ON BONDS

clock 27 April 2011 •

Managed funds

Gray: Why gold, but not silver, is justified at these levels

ON ASSET ALLOCATION

clock 27 April 2011 •

Emerging markets

EMs will respond well to growth slow down

ON EMERGING MARKETS

clock 27 April 2011 •

Specialist

Gold likely to hit $1,600 before end of the year

ON SPECIALIST

clock 27 April 2011 •

US

Expect periodic spikes in volatility

ON THE US

clock 27 April 2011 •

Europe

Flows into equities will increase as risk aversion decreases

ON EUROPE

clock 27 April 2011 •

UK

UK firms focusing on global markets best for growth exposure

ON UK GROWTH

clock 27 April 2011 • 2 min read
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