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December 2014

Opinion Rough times for South America

Gone is the dynamic growth that propelled Latam as one of the top performing asset classes between 2010 and 2012. Just as western economies were attempting to regain their footing, following the 2008 financial devastation, South American economies were on a (...)

December 2014

Opinion 2015 Market Outlook: BofA Merrill Lynch Global Research Forecasts Bull Market Slows to a Jog in 2015

Bullish on Stocks, Dollar, Volatility and Real Estate Opportunities to Be Found in Commodities and Emerging Markets

December 2014

Strategy Risk factor investing explained

Risk factor investing is growing in popularity, but there’s a risk of getting lost in the factor “zoo”. In this Expert Opinion Thierry Roncalli, Head of Quantitative Research at Lyxor Asset Management, explains the concept of risk factors and distinguishes between facts and (...)

December 2014

Opinion Investing in Africa is not as risky as you might think

African equities are perceived to be very risky. But the surprise conclusion of new Robeco research is that the volatility of African equities overall is lower than in the other emerging markets regions.

December 2014

Strategy Top Investment Ideas For 2015

Credit Suisse has generated a list of 9 investment ideas for 2015, packaged in 4 broad themes designed to help you generate more value for your money: "developed equities take center stage", "pathways to yield", "the winners from lower commodity prices" and "growing value (...)

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