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GAM fund manager Alex McKnight believes talk of a 'great rotation' from bonds into equities is overblown and explains why opportunities in the convertibles market look compelling.
A roundup of some of the best analyst commentary on shares, including Afren and Amlin.
Speaking at the Private Client Manager Retreat in Hampshire, Odey's macro expert Tim Bond warned on the Tiger's increasing number of special purpose vehicles that 'aren't working'.
Abenomics has scored an early victory with resounding first-quarter growth of 3.5%, the highest among the G7 group of developed economies, while Q4 2012 numbers were revised up from zero to 0.3%
Cornelian Asset Managers' chief investment officer Hector Kilpatrick has taken some profits on equities and bumped up his Treasury weightings.
Ignis' European small & medium cap manager Ian Ormiston asks if equity markets can continue to deliver and if the fall in gold is precipitating a similar collapse in equities.
First State to soft close its top performing Global Emerging Markets Leaders fund to new investment.
PIMCO bond star increases weightings across host of asset classes, including upping his already significant position in treasuries.
Aberdeen’s Max Wolman believes investors should shift a portion of their fixed income allocation out of over-indebted developed countries into higher yielding emerging markets, despite the long-held view emerging market debt is much riskier.
Angus Tulloch, manager of the First State Asia Pacific Leaders fund has warned of the negative impact of sustained rising oil prices on Asian economies.
EMEA Capital has hired former UBS head, Can Uran, as managing partner and chief investment officer.
The Asia Pacific veteran remains in cautious mode, wary of high yielding companies that can't deliver, and Singapore's overheating property market.
Hywel George, founder and manager at Integral Asset Management, discusses why he is heavily weighted towards emerging markets through exchange traded funds (ETFs) and his negative outlook for gold
The world's second economy appears to be gathering momentum as both import and exports beat expectations, but the validity of the data has been questioned by analysts.
Charlemagne Capital's chief investment officer Julian Mayo explains why he has moved to an overweight position in Brazil in his latest column for Wealth Manager.
Frontier markets have huge untapped potential – where else can you have the fun of investing in the likes of Nigerian banks and Iraqi oilfields in the same portfolio?
The level and trend of UK inflation has been a hotly contested subject for some time, even during the economic slump in recent years.
Investec Emerging Markets LC Debt co-manager Werner Gey van Pittius says the monetary easing policy sparked by the Bank of Japan (BoJ) and the Cyprus debt crisis have made it hard to assess the relative value of emerging market (EM) currencies in the past few months.
The central bank barbers are coming warns the PIMCO bond veteran who expects a spate of stealth taxes on investments.
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Aberdeen Live supplement: Fundamentals point to ongoing flows and solid returns from EMD
After a record year for inflows and market-leading performance in 2012, emerging market debt has taken a large step towards the mainstream. Our recent debate covers the outlook for the asset class this year and where opportunities can be found.
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