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Strategy, September 2015

The market’s focus on risks to EM from slower Chinese growth creates opportunities for stock pickers

According to Ross Teverson, Head of Global Emerging Markets Strategy at Jupiter, market is overly focused on risk rather than opportunity, EM valuations already price in a very negative scenario and recent weakness has created the opportunity to invest in positive long-term (...)

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Strategy, August 2015

Guardians reaffirm NZ super fund’s weighting to growth assets.

Reference Portfolio stays at 80% growth, 20% fixed income; 5% allocation to New Zealand equities retained.

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Strategy, July 2015

Bond market headaches: The Fed and Greece but select opportunities remain

A cagey US Federal Reserve and unfinished business in Greece will likely continue to unsettle the credit markets, but Australian government bonds may offer one route to mitigate risk, and select opportunities exist in countries such as Cyprus and India, according to Ariel (...)

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Strategy, July 2015

Real money, real risk

“A billion here, a billion there, and pretty soon you’re talking real money.” Used for decades to describe the perceived high and ever-increasing level of government expenditures, this memorable phrase of unclear origin may also offer insight for those building investment (...)

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Strategy, July 2015

Going neutral on equities

It is time to take a neutral stance on equities as company earnings don’t keep up with share price rises and volatility is expected to get worse, says Robeco’s head of asset allocation.

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