12/23/2013
Rothschild Market Perspective January 2014
Developed equities are the only asset class capable of delivering real returns in 2014
Comment, Analysis & Research
12/23/2013
Index Winners and Losers for the Year & a 'PC' Christmas celebration by Justin Urquhart Stewart
Now to read the words of the wise
12/23/2013
Schroders skipping no details with Cazenove
“People may have thought I was mad,” Mr. Harrison said. “(But) it was about every single person feeling comfortable.”
12/22/2013
Russia ’98 Crisis Haunts Deutsche Bank’s Smith Seeing China Bust
China’s expansion is being fueled by soaring corporate borrowing
12/20/2013
Bernanke bows out shunning Cold Turkey
Equity markets have experienced relief rallies on news of the Fed decision to wind down the asset buying programme by an initial $10bn dropping from $85bn per months to $75bn
12/20/2013
EFG’s 2014 Outlook: Opportunities & Traps
Year-ahead assessments of where the world economy and financial markets are heading customarily start with the US. In 2014 the path of the US economy and policy appears, for once, fairly settled.
12/19/2013
Terry Smith warns on liquidity risks of emerging market funds
In an interview for Money Observer TV marking Fundsmith Equity's third anniversary, Smith explains that he is worried that investors in emerging market funds could be caught in a 'liquidity trap' if there is a run on the asset class.
12/19/2013
Investment behaviour drivers and the wealth management industry in 2014 - RBC Wealth Management
Few private investors were prepared for the equities markets doing so well or the fixed income markets performing so poorly in 2013.
12/19/2013
Money Market Mayhem
Death by European regulation and monetary policy
12/19/2013
Five Investment Tips For 2014: Coutts
Investors must step up the risk ladder to see gains, says the private bank.
12/18/2013
Strong Global Economic Sentiment for 2014 - BofA Merrill Lynch
Investor Appetite for Japanese and European Stocks Steps Up
12/18/2013
2014 Outlook: Time for financial markets to stand on their own feet again - Threadnee​dle Investment​s
Emerging markets are a “wildcard” and likely to remain volatile.
12/18/2013
Brewin Dolphin’s top 10 Investment thoughts for 2014 and other tips
Brewin Dolphin is one of the leading wealth managers in the UK with over £28 billion of funds under management for more than 100,000 clients
12/18/2013
Coutts Investment Outlook 2014: How to make money in an era of low growth
Coutts today launches its 2014 Investment Outlook entitled Today & Tomorrow, which highlights Coutts’ view of the economic landscape and key investment themes.
12/17/2013
Market integrity a key concern for investment professionals
Respondents in China are the most cautious, with only 48% expecting the global economy to expand in the coming year.
12/17/2013
BNY Mellon Investment Boutique Warns of Deflationary Risks in Europe
Standish Sees Global GDP Accelerating to 3.5 Percent in 2014
12/16/2013
Another FTSE Fad Goes – Annuity Warnings & Pay by Justin Urquhart Stewart
The FTSE100 is a remarkably unreliable friend.
12/16/2013
2013 Christmas party season for London's financiers is about decency over debauchery
London financiers plan low key Christmas parties
12/16/2013
Erste details sovereign exposure at end-H1
Erste detailsErste Group Bank said on Monday its largest sovereign exposure at the end of the first half was to home country Austria.
12/16/2013
Hargreaves Lansdown: Five themes to watch in 2014
This year has contained some surprises that have caught both markets and investors off guard - the burst of activity from Abenomics, slowing growth numbers in China and the ‘tapergate’ inspired volatility in the US and markets around the world