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How are global managers positioning towards Japan?

23 April 2014 | By Gary Jackson

The surge in the Japanese stockmarket during 2013 has given way to disappointment in the opening months of 2014 as investors grow cautious on the promises made by ‘Abenomics’.

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BofA ML: Prepare for 10-15% correction in autumn

15 April 2014 | By Gary Jackson

The sell-off in global markets might not end in a 10 to 15 per cent in the spring but investors should expect one of this magnitude in the latter half of the year, according to Bank of America Merrill Lynch.

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OakTree: Why we're positioning for China's 'bumble-through'

7 April 2014 | By Gary Jackson

OakTree Wealth Management has started to position its four portfolios with capital preservation firmly in mind, arguing that there is more scope for markets to be derailed in 2014

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The threat to bond proxies: How to ride out Fed tapering

21 March 2014 | By Michael Berry

Fund managers warn of the dangerous effect of tapering on “bond proxies”.

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Cautious investors: Which trusts are advisers tipping for Isa season?

10 March 2014 | By Gary Jackson

Bestinvest, Addidi Wealth, Heron House Financial Management and Keyte Chartered Financial Planners share their cautious investment company Isa recommendations.


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