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Diving deep for fixed interest yield
Fixed interest offers a huge choice of opportunities to strategic bond managers with their “go anywhere” mandate, but corporate bonds are preferable to sovereign debt at the moment.
Wrong call by market is no surprise
The equity market consistently prices stocks wrongly as optimism rises and falls according to news flow. But it is the reliability of this behaviour that leads to profitable opportunities.
Seek returns in emerging markets
With increasing globalisation emerging market bonds and currencies, once thought of as peripheral and exotic, are worth adding to portfolios to achieve better absolute performance.
Russian bears frighten off the bulls
Spectacular stockmarket outperformance followed by dramatic falls in the 1990s masked a lack of economic progress in a country that resists social reform and maintains an insular stance.
Japan enjoys a slice of the apple
Japanese small-caps are blossoming as many are producing components for the hot-selling iPhone. Meanwhile, others are finding opportunities servicing post-tsunami reconstruction.
Stability spurs global yen for equities
Japan’s grit in the wake of the tsunami in March 2011 strengthened national resolve. Promising signs, including a stronger yen and a reconstruction boom, encourage investors in the region.
Powerful lure of a renewed sector
The renewable energy sector attracts every type of investor as the technologies advance – particularly in biofuels – the regulatory environment improves and tax efficiencies abound.
Brics’ growth offers concrete plays
Money flows into Brazil, Russia, India and China as the middle classes expand and demand for property rises, which, despite the pitfalls, holds promise for long-term investors in the sector.
Make the mountain work some magic
Companies in America and Britain are sitting on vast piles of cash, and with good reason. But as confidence returns there are risks that firms will blow the money on low-return enterprises.
No place for timidity in bright spots
Lead economic indicators are rising and inflation is falling, which is a good time to take a “risk-on” approach to investment, especially in American high yield bonds and financials.
Brazil prospers from global interest
Brazil outpaced Britain as the world’s sixth largest economy last year, partly owing to a rise in foreign direct investment, particularly in services and especially by America and Spain.
Big reasons to favour small stocks
American small caps outperformed large cap stocks last year as investors eschewed risk in favour of safer returns. The asset class benefits from greater flexibility and higher cash reserves.
Cast net wide to guarantee a catch
Another year of stormy conditions bodes ill for investors, but it is possible for active managers to navigate choppy waters and make a haul with a variety of strategies and holdings.
Property holds key to more choice
This year offers investment opportunities in residential property in Britain and Europe as the banking and housing crises – and legislative changes – motivate the sale of mortgage assets.
West’s crisis hides promise in East
Japan’s banking crisis gripped the nation for 20 years, but experts are optimistic that recovery is imminent and that the West can learn lessons about the best strategies and what to expect.
Search for value in resilient Japan
Many Japanese firms adopt a flexible stance to thrive – especially export-orientated ones, and despite the chronic lethargy gripping the domestic economy, investors can find opportunities.
Good value lies buried in the morass
As the crisis in the eurozone intensifies, the quest for income becomes harder as volatility batters markets and beleaguered investors seek sanctuary in robust European companies.
Staying on track in a complex network
The train track of risk poses challenges to investors as connections multiply and lines diverge, so knowing the dangers and how they are linked is central to portfolio construction.
Wider choice from global prosperity
Emerging markets gain strength despite intricate links with the developed world and the resultant volatility - but growth in the region offers myriad stockpicking opportunities.
Adroit players ride peaks and dips
Investors in cyclical and growth stocks - even challenged businesses - can reap rewards, despite the volatile markets. It just takes a long-term perspective and good timing.
