Opinion
Economics
As investors, we all look back with 20-20 vision at the excesses of the TMT bubble, incredulous we could have allowed valuations to get so far adrift of economic reality.
21 March 2011
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Global
Markets are starting to question whether the prospect of robust - albeit unevenly distributed - growth will be disrupted by rising inflation and increasing geo-political risk.
21 March 2011
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Asia
At this stage, it remains impossible to really judge confidently the scale of the damage from the earthquake in Japan and the tsunami that followed.
18 March 2011
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Commodities
The Western powers suddenly look powerless. The Arab revolts have electrified the news and shocked the markets.
18 March 2011
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Investment
Do you use conditioner? I don't. It is not really necessary with my amount of hair. What about dating agencies? Me neither. Happily married. What about apps, or a shoulder of pork?
18 March 2011
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Europe
If you have already invested for clients in an emerging markets fund, but now think a few bob in a US equities portfolio will do better this year, then stop.
18 March 2011
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Asia
It is at times like this, with the Japanese earthquake and the suppression of the Middle Eastern population by some of its rulers, one of the oldest investment mantras seems entirely inappropriate - the best time to invest is when there is blood on the...
18 March 2011
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Bonds
Manager of Henderson Extra Monthly Income Bond fund Ben Pakenham, explains why he is adding to risk assets following the Japanese earthquake and subsequent sell-off in high yield debt.
17 March 2011
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