World
Instinet outlines its global expectations for 2011 and suggests that the lack of a pan-regional overhaul in Asia makes structural change unlikely.
Letter from America: Why 2011 is going to be about equities, particularly US blue-chips.
The world is not in a ‘new normal’ because there’s nothing normal about the current environment, and pressures are going to hit Treasury yields, says Bill ...
Expectations for global growth and inflation are rising, and while the outlook on China has deteriorated fast globally, Asian investors have increased China positions, a survey ...
Investors have a simple decision, argues Robert Manning, because the Federal Reserve has made it easy for them.
The bank expects Asian currencies to see moderate appreciation against the dollar in 2011, but concerns over the sustainability of the US fiscal position could mean dollar ...
Firms offering transition management could be affected by forthcoming rules that reduce their ability to warehouse risk.
Brenda Tse of Permal predicts that macro will be the leading hedge fund strategy for next year.
Axa Investment Managers CEO Dominique Carrel-Billiard explains where the firm will target growth in 2011.
Emerging markets will suffer most from stimulus spending by the US and elsewhere, and China’s money supply is even greater than America's, says the founder of Asianomics.
Institutional investors are needed to bridge the gap between Chinese contractors’ preference for government-supported borrowing and Brazil’s project finance needs.
The likelihood of upward pressure on interest rates makes an active approach with an emphasis on corporate credit more appealing than a passive strategy, writes Janus.
Strong domestic demand and infrastructure spending offer the best opportunities for international investors to capture Brazilian growth, says Carlos José da Costa André.
Bradesco Asset Management’s Joachim Levy says the growing credit market is the best way for global investors to get exposure to the country’s growth.
Likely RMB appreciation and appealing A-share valuations have seen investors pile into RMB funds via private placement. UBS has “raised millions” for such a fund in ...