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Commentary
RFP: Diary of an institutional salesman, part 33
Will’s assumptions about sales are tested.
By Anonymous | 8 July 2011
Outlooks
VIDEO: Fidelity forecasts Asia rebound amid uncertainty
Multiple macro fears are driving risk aversion among investors globally, but earnings growth and valuations cast Asian equities in a favourable light, says CIO John Ford.
By Leigh Powell | 6 July 2011
Commentary
Why Thai election shouldn’t derail investment climate
Asia Plus Securities reckons the Thai economy will continue to make steady progress irrespective of which power bloc comes out ahead in Sunday’s election.
By Simon Osborne | 30 June 2011
Sponsored Profile
The changing consumer
Jack Neele and Richard Speetjens, managers of Robeco Global Consumer Trends Equities, examine the structural changes taking place in the consumer market.
By Jack Neele, Richard Speetjens | 29 June 2011
Outlooks
China equities are a buy, argues Baring AM
Investment manager William Fong says valuation levels are compelling after the correction, but maintains positions in stocks less sensitive to inflation pressure and policy ...
By Leanne Wang | 28 June 2011
Commentary
RFP: Diary of an institutional salesman, part 32
Will meets an investment guru.
By Anonymous | 24 June 2011
Alternatives
Greek freak-out still on the cards for hedge fund managers
Greece cannot pay back its debts and countries will have to start leaving the euro. It's time for politicians to face up to the inevitable.
By Simon Osborne | 23 June 2011
Co-published
Why rising global middle class could drive fresh commodities spike
The emergence of a global middle class is a developing trend that could result in another rally in commodity prices in the next few years, argues Robeco in a white paper.
By Leigh Powell | 22 June 2011
Conference Highlights
Investors underestimate CNH credit risk, say fund execs
While generally positive on the opportunities in Asia’s high-yield credit market, fund managers do have concerns, not least about the risks of CNH bonds.
By Joe Marsh | 16 June 2011
Commentary
Ignore social networks at your peril, wealth managers warned
Many firms view social networking as another marketing channel, but are underestimating the damage that the growing power of blogging can do, writes Scorpio Partnership.
By Catherine Tillotson | 14 June 2011
Commentary
RFP: Diary of an institutional salesman, part 31
As he pitches a new product to the regulator, Will gets taken back to school.
By Anonymous | 10 June 2011
Markets
Inflows returning to emerging markets with rebound forecast
Relative outperformance is expected to resume after a mid-cycle consolidation amid a softening of the inflation outlook, a strong structural story and attractive valuations, ...
By Leigh Powell | 7 June 2011
Co-published
WEBCAST: Robeco identifies key megatrends for investors
The Europe-based asset manager highlights how three trends will drive change in consumption behaviour, and points out how best to benefit.
By Leigh Powell | 2 June 2011
Commentary
RFP: Diary of an institutional salesman, part 30
Will delves into the lies that fund managers and clients tell each other.
By Anonymous | 27 May 2011
Markets
Exchange nationalism bad for clients, says veteran trader
Bourses such as those in Australia and Singapore need big, recognisable brands to compete these days, says Philip York of Empyreal Investments.
By Joe Marsh | 24 May 2011
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