Fund news & updates

20 February 2015

Why China's central bank may hold sway in the Year of the Sheep

Picking the right asset class, individual geographic market and the right funds or stocks to play that choice is not just about finding the best economic growth. Nowhere exemplifies this better than China.

Despite a 140% increase in GDP in absolute, local currency terms over the past seven years, the Shanghai Composite languishes some 46% below its...

27 January 2015

How to stay safe in the search for income

Markets remain fixated by the European Central Bank's (ECB) decision to launch a Quantitative Easing (QE) programme last Thursday (22 January) and the results of the Greek general election (25 January). The events look interconnected anyway, as the timing of the ECB's policy shift leaves it with scope to keep markets sweet by using any bond...

28 November 2014

Advances in energy could fuel a lasting recovery

As the Paddington Bear film hits the nation's cinema screens, Darkest Peru is going to attract a fair bit more attention than usual and from a financial perspective Lima's government is trying hard to write a few headlines of its own. According to the Financial Times newspaper, the Peruvian finance minister, Alonso Seguera, this week (24 Nov)...

7 November 2014

The race to the bottom begins again

Last week's (31 Oct) monetary policy announcement from the Bank of Japan electrified the Tokyo stock market, pushed yields on ten-year government bonds ever low and at the same time drove a stake through the heart of the yen - perhaps appropriately enough given it was Halloween, after all.

The Japanese counter has since slipped further to around...