Opinion

We believe the investment backdrop remains structurally difficult.

REDWOOD

CONTRARIAN

I really wanted to start the year in good heart, but sadly as the dark days of January grind on, I am finding it very hard to get enthusiastic.

MISCALCULATION

Apollo Multi Asset Management co-founder Steve Brann discusses the impact of the US deal to avert the fiscal cliff, and outlines his six key asset allocation decisions for 2013.

Psigma's chief investment officer Tom Becket outlines his five core investment themes for the next five years, with uncorrelated yield and emerging market growth featuring on his list of priorities.

As we enter 2013, a number of people are asking themselves whether this regulatory re engineering project is going to be worth it and whether the price of change will prove justified.

For the past 12 months and much of the past two years, two issues dominated investor mentality, at least when it comes to macro-related thinking: one is the US and the other is Europe.

Goldman Sachs Asset Management (GSAM)'s chairman Jim O'Neill outlines five encouraging signs from the global economy and asks whether 2013 will be the year investors ditch fixed income in favour of equities.