News

The perils of an aging book

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The financial advisory industry is at a generational crossroads. According to a 2012 study, 44% of advisors are over age 55 – and so are many of their clients The financial advisory industry is at a generational crossroads. According to a 2012 study, 44% of advisors are over age 55… Read More »


Changing the income mindset

Rod Greenshields -

Income-oriented portfolios are attractive options for many retired investors. From a psychological standpoint, these portfolios may seem appealing. Income-oriented portfolios offer a simple way to plan, and seem to avoid violating the widely-held belief to never invade principal. Unfortunately, today’s low interest rate environment has made it hard for investors… Read More »


A drunk market?

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JP Morgan’s CEO Jamie Dimon is delighted: the company that he heads has reported record earnings of $22bn for 2014 This figure is all the more spectacular in that the bank was obliged to pay various fines totalling $25bn over 2013 and 2014. Goldman Sachs is on a similar path… Read More »


Pressure to Perform

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Global Research reveals investors are struggling to reconcile objectives with the pressures of the market State Street Global Advisors (SSGA) released global research today that highlights significant contradictions in investor behavior.The pressure to perform is resulting in distinct investor contradictions in three key areas: asset allocation, market expectations, and downside… Read More »


Avoiding the pitfalls of local emerging market debt investing

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In a seemingly commoditised world, the potential pitfalls that are still to be found trading emerging market local debt may come as a surprise. Rules, taxes, regulations and market convention vary wildly from country to country Many of the difficulties posed when trading and accessing local markets stem from capital… Read More »



La Grecia? Che tragedia!

Christopher Dembik -

La “tragedia greca” potrebbe durare più a lungo di quanto previsto. La “tragedia greca” potrebbe durare più a lungo di quanto previsto. Dal momento che: un’eventuale soluzione sarà parziale, e quindi non risolutiva il prossimo 20 luglio sarà il grande D-day, dove “D” sta per “Danger” (pericolo ndr.) potranno essere… Read More »


UK General Election 2015: Uncertainty Persists

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Polls show the Conservatives and Labour are still neck and neck. UK’s political stability remains uncertain  Labour and the Conservatives remain inseparable in the polls, with the two neck and neck on 34% of the vote (based on an average of top polls) as Britain’s election campaign approaches the final… Read More »


Re-Emerging Markets?

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The combination of higher interest rates and mixed company earnings kept stocks under pressure, with a notable exception: emerging markets (EMs), which have been demonstrating relative strength of late  A Lackluster Week for Stocks—and BondsLast week was characterized by poor performance from both stocks and bonds. The latter saw a… Read More »


China equity markets at an exciting juncture

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Further loosening of capital controls and opening up of the two markets’ access is just a matter of time It is hard not to notice the excitement the China equity markets have generated over the last few weeks, in terms of both returns and volume. The China A-share market, which… Read More »