Minimizing risk should be a major theme for your clients this year
Appealing yields draw much interest to bonds of a certain brewery, as well as those of financial services companies and junk, a.k.a. high-yield debt
Robust consumer demand and sustained global demand for natural resources will underpin growth this year. In particular, growth in India and China will be a tonic for commodities-producing emerging countries
With China still expanding strongly, its Asian neighbours are well positioned to maintain and build on their recent growth spurts. Issues for investors to watch out for include rising interest rates, appreciating currencies and domestic politics
With a strong yen challenging exporters’ profits, Japan can expect modest growth over the next year. But fund managers have found a few bright spots
Reforms, such as raising capital requirements and imposing liquidity minimums, are intended to prevent a repeat of the recent global financial crisis
Despite sovereign debt woes in some European countries, many fund managers expect market growth to exceed expectations and bolster market returns. Says one manager: “There are pockets where opportunities lie”
With massive migration into cities from rural areas, China is “like the U.S. at the end of the 19th century.” Investment fund managers remain bullish on infrastructure and consumer plays despite the government’s efforts to cool the economy
Most analysts are bullish about the demand for oil and its price over the medium term because of strong growth in emerging economies. Their views on base metals vary, depending on the product, but copper is a favourite
Increasing holdings of investment-grade corporate bonds is a good idea for your clients as interest rates begin to rise