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Analysis

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08 January 2014 • By Matthew Beesley • 1 min read

A weather forecast for 2014

Equity investors are currently in the midst of a synchronised global economic expansion, and all the evidence suggests it is likely to continue, accor...

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Is Asian turbulence a win for China?

While this week’s sell-off in Asian currency and bond markets does not, as yet, amount to a crisis in our view, it is obviously a cause for concern....

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Why Detroit’s honest self-renewal is a lesson for Japan

Detroit is a tragedy but it is not unique. Fidelity Worldwide Investment investment director Tom Stevenson analyses what lessons Japan may be able ...

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Volatility means opportunity for fixed-income investors

The past few weeks have been unsettling for Australian investors as volatility in global financial markets has translated into sell-offs in local bond...

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US Fed likely to stick to existing policy

A slow growing US economy means the Fed is likely to stick to its current monetary policy, argues Standard Life Investments senior international eco...

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Asian bonds offer value after Fed-induced sell-off

Asian bond markets were caught in a vortex as US Treasuries sold off on growing fear that the Federal Reserve would soon scale back its quantitative e...

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Convertible bonds: solid foundations are needed when reaching for the upside

Clearway Capital believes conservative management approaches, relying upon deep credit skills, may encourage investors to reconsider an asset sector t...

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ING DIRECT urges third parties to prepare for Basel changes

Let’s face it, regulatory reform in banking, by its very nature, is detailed and complex. So much so the word Basel strikes fear and misunderstandin...

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A straight-forward channel

For many, the term 'foreign exchange market' denotes risk, conjuring up images of minute by minute trading and high leverage. However, that need no...

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Crystal balls and consistent returns

Ask any super fund trustee, CIO and fund member on how they define 'sustainable investing' and you will most likely come back with three different ans...

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