building a real asset portfolio
The lack of correlation that a diverse portfolio of real assets has with equities has seen the popularity of infrastructure investing go through the roof. By Caroline Shaw
Latest news
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withdrawal symptoms
The pharmaceutical sector remains a defensive investment rock but with a mass of blockbuster drugs set to lose their revenue-generating patent protection over the next few years, value traps are beginning to open up. By James Hay
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gold diggers
Given gold’s value as an investment is driven almost entirely by sentiment, its price will fluctuate with investors’ views on inflation and interest rate numbers, real or perceived. So whether or not it will continue to rise is anyone’s guess. By Michael Quach
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economy matters as markets avoid overheating
Emerging markets have been popular in investors’ portfolios for a number of years, on the back of their solid economic fundamentals, booming demographics and growing domestic markets.
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us outlook
As the US approaches the ‘fiscal cliff’ at speed, what the politicians do is crucial. By Rodrigo Amaral
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fighting for the high ground
Investors are much more impressed by a demonstration of the intellectual capital at a firm’s disposal than by a crude sales pitch, says Legg Mason’s Justin Eede. By Will Jackson
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strength in numbers
The implementation of a European banking union could help to ensure long-term stability in the region, but opinions are divided about its potential.
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future imperfect
Expert Investor Europe’s end-of-year analysis of how fund managers’ 12-month forward outlooks actually panned out is a candid guide to the accuracy of their forecasts. There are some successes but on the whole it doesn’t look good…
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The EIE Quality Funds
Methodology The starting universe is every public fund domiciled in either Luxembourg or Ireland (not including the Irish insurance funds universe). We then filter out those funds with less than a three-year track record. After that, we take only those funds that have a FE Crown Fund rating of four or five. The Crown ratings…
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peak oils treacherous currents
Falling production combined with rising demand equals petrol prices heading through the roof. The statistics, though, reveal a more complicated state of affairs. By Simon James
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why asia still counts
With the eurozone problems and the slowdown in the US economy, equity investors looking for income would be well served looking towards still-growing Asia. By Thomas Becket
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preaching to the unconverted
Convertibles is an under-represented asset class that is loved by those who use it, but not missed by those who do not. So which group of investors is making the right call? By Will Jackson