1200 briefings from 365 companies
How did the market rise so strongly last year? Where are the opportunities in 2014? Is now a good time to be a US Equity Investor?
Published:31 March 2014
We are continuing to experience a very mixed market. Despite some indicators showing M&A activity is ahead of last year, including some pockets of intense activity and some key “mega-deals” being announced, these headline numbers do not give the full picture.
Published:23 February 2014
Simon Edelsten, manager of the Artemis Global Select Fund, explains why he sees some of the best investment opportunities coming from the USA and Japan in 2014.
Company:Artemis Investment Management
Published:29 January 2014
Scott Glasser and Michael Kagan offer insight on the equity market.
Published:13 August 2013
Why investors might find international high yield attractive for capturing yield and total returns
Published:07 May 2013
Alpha to trump beta in 2013: After four years where beta dominated, we believe alpha will make up a bigger slice of the (smaller) returns pie in 2013. Asset classes, regions and countries will be less correlated, in our view, with lower systemic risk and higher company-specific risk.
Published:08 April 2013
Between the sequester and debt ceiling, the stage appears set for a new round of politically charged negotiations
Published:13 March 2013
An analysis of the growing potential risks of bond-index investing
Published:15 February 2013
Business Area:Fixed Income
Underlying positives, clouded by uncertainty. The US economy continues to improve slowly, with the housing market supporting future gains in employment and growth.
Published:14 February 2013
Jim McCaughan, CEO, Principal Global Investors and Bob Baur, Chief Global Economist, Principle Global Investors discuss their thoughts on the legislation that was pushed through the House of Representatives to avoid the dreaded U.S. fiscal cliff.
Company:Principal Global Investors
Published:11 February 2013