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Opportunity knocks [Blog]
Well, that was the message from our latest quarterly strategy meeting as we peered into 2013. Yes, there will be ups and downs, certain bonds and sectors will get beaten up, but ultimately 2013 is...
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Surprised…? [Blog]
‘The start of the great rotation’… ‘The death of bonds’ Really? Well, it does appear that memories are a little challenged. Should markets be surprised by the price action over the last month?...
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Global stock markets February 2013: Income investment outlook
Income investors experienced mixed fortunes at the beginning of 2013, as rising risk appetite sparked a rotation from safe haven government bonds into riskier assets, such as equities, high yield...
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Investing in a low yield environment: Navigating the doldrums [Blog]
For those of you who don’t follow weather as a hobby (I happen to cover a number of property and casualty insurers, which are constantly focused on the weather), the doldrums is the colloquial name...
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A dose of reality [Blog]
Well, the latest forecasts from the International Monetary Fund’s World Economic Outlook make sobering reading. Global growth for 2013 was downgraded by 0.2% to 3.3%, leaving 2013 growth at about the...
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Big numbers [Blog]
“Shoot for the moon, if you miss, at least you’ll land among the stars” – Les Brown I came across this quote recently and it annoyed me. The average distance from the earth to the moon is...
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Take a walk on the wild side [Blog]
Soon there will be a new chairwoman of the US Federal Reserve (the Fed) – Janet Yellen. Her nomination will end a 99-year period of male Fed chairmen – 99 years that, in retrospect, didn’t go by like...
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Growth in multi-asset investing: More fundamental than a fad
10 years ago, the basic concept of a multi-asset income fund was dramatically different to what it is now. Multi-asset funds evolved from traditional balanced funds, which combined exposure to...
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