Market Review: February 2010 London Commentary
Somewhat unconventionally - and rather unpopularly we suspect - we remain bearish on the outlook for near term inflation rates in much of the global economy, based primarily on the current adverse trend in Asian export prices.
Will Long Term Borrowing Rates Collapse?
Quite simply, we believe that the recent appreciation of many Asian and Latin American currencies, together with India and China's rapidly accelerating domestic inflation problems, are leading to a rise in consumer traded goods prices that has the ability to create higher inflation in the developed world, particularly given the West's post globalisation increased reliance on supplies of goods from these areas...MORE»
Mercer's top 10 investment trends for 2010Friday, January 22nd, 2:54PM
The investment landscape has changed irrevocably since the Global Financial Crisis and investors will be wise to ensure their investment strategies reflect the lessons learned from this period. MORE» |
Market Review: January 2010 London CommentaryTuesday, January 5th, 8:45AM
For those hoping for a quiet 2010 following the dramas of the last few years, we must unfortunately confess to not having much good news for them. MORE» |
Investment managers favour equities
Domestic and international equities remain in favour with New Zealand investment managers in the lead up to the festive season Russell Investments' latest quarterly survey shows.
MORE»Market Review: December 2009 commentary
With the exception of Japan, most global sharemarkets had a good month in November. The Land of The Rising Sun, though, started to suffer deflation and a large number of capital raisings did not help investors' attitudes.
MORE»Market Review: December 2009 London commentary
Just as the stagflation of the early 1970s ushered in what became known as the Monetarist Counter Revolution of the late 1970s, the Global Financial Crisis of the late 2000s has apparently ushered in a Keynesian Counter Revolution of its own, or at least a return of ‘Big Government' in many countries in the West.
MORE»Market Review: November 2009 London Commentary
Taking stock a year on: According to the consensus, a global economic recovery has begun.
MORE»Consumer Survey: Ban Commissioned Advisers
In the wake of the Consumer Survey it is no surprise to see Gareth Morgan calling for a ban on commissioned advisers. Here's what he has to say.
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