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Market Thinking - A view from the equity market

16 Mar 2015 AXA Investment Managers - Mark Tinker Two Friday the 13th's in a row, and the "ides" of March thrown in for good measure, not a good few weeks for the superstitious perhaps, and equities generally have certainly seen a pickup in volatility, while US equities have sold off. According to the ‘noise markets' this is all about concerns over when the Fed will tighten. More likely it is a combination of market mechanics, as it usually is.

India: the new tiger?

13 Mar 2015 Standard Life Investments India requires a series of major structural reforms to realise its economic potential. If these are achieved then India could follow in China’s footsteps as the most dynamic emerging market economy.

Where to seek shelter in a global currency storm?

13 Mar 2015 Russell Investments The currency market can often feel like a brewing storm. For Australian investors with overseas holdings, currency fluctuations are a significant source of concern, and potentially, rewards. In this article, Scott Fletcher outlines why and how investors can manage currency risks in their investment portfolios.

All that glitters

12 Mar 2015 Aberdeen Asset Management - Thinking aloud On the surface, everything in the equity world appears lustrous. So far this year, global equities are up by around 4% in aggregate and the best-performing regions, notably Europe and Japan, have risen by at least twice as much. But scratch beneath this gleaming facade, and the picture becomes a bit less alluring.

When is it too good to be a long term investor?

12 Mar 2015 BT Investment Management - Samir Mehta I allocate up to 20-25% of my portfolio to cyclical stocks when markets are extremely risk averse. When investors expect tough times ahead and cyclical stocks tend to get beaten down, those stocks usually trade at very cheap multiples. I prefer to look at price-to-book valuations, as estimating book values for cyclical stocks is easier than estimating earnings.

From Australian to US to European shares – reasons to be optimistic on Eurozone equities

11 Mar 2015 AMP Capital - Dr Shane Oliver While Australian shares remain in a longer term period of underperformance relative to global shares and US shares are also relatively vulnerable in the short term to Fed rate hikes, European shares look attractive.

Six prosperous trends for 2015

11 Mar 2015 Cadence Capital by Karl Siegling As all investors should do at this time of year, the team at Cadence Capital contemplate what lies ahead in the investment markets and try to form a view.

A new world of yield

10 Mar 2015 BT Investment Management The prices of traditional high-yielding companies such as REITs (left-hand side of the chart) have been bid up, driving down yields. Perceived safe yielders such as utilities and insurance companies have concentrated on maximising their dividend payments.

Europe and Japan outpace Wall Street

6 Mar 2015 Fidelity UK - Tom Stevenson One of the biggest challenges for investors is to remain ahead of the curve, to anticipate changes rather than react to them after the event. It is much easier said than done because stock markets are forward-looking while the news agenda is at best focused on the here and now and at worst looking in the rear-view mirror.

ECB QE to begin on Monday and China downgrades 2015 growth

6 Mar 2015 Perpetual - Matthew Sherwood QE programs only have a real positive impact on an economy when markets are dysfunctional. This was clearly the case in 2008 in the US, but was not the case in both 2010 and 2012 and I don’t think that the US central bank policy added much to the recovery once the global financial crisis had passed.
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