Investor wiggle room shrinks
As the pool of assets that appears to leave some margin for error is fast diminishing
Psigma
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As rates rise, investors risk overstretching for yield
Fixed income investors weigh up the challenge of trying to generate positive returns as duration lengthens
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Commodities poised to finally join the bull market
After a torrid nine years of losing investors money in a raging bull market, commodities could finally start to see a change in fortune.
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How to respond to the end of easy money
After a decade of ultra-low interest rates and loose monetary policy, the consensus is that central banks around the world will continue to tighten their belts in 2018, so how best to tackle the shift?
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Volatility highyield and policy error
The past few weeks have been somewhat of a roller-coaster ride for investors.
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time is money eventually
Shifting from export-led to domestic consumption-led models brings slower economic growth in the short-term. But this is not necessarily a bad thing for investors, writes Psigma Investment Management CIO Tom Becket
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once bitten twice shy
Japan is back in favour. However, many investors are unlikely to give its equities another chance, writes James Smith