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Strategy

Credit history bodes well for returns

30 August 2010 | By Simon Thorp

Credit markets offer investors healthy returns, despite the uncertain trajectory of the economy, especially if the positive pattern of results of American high yield stand-out years is repeated.

Changes call for new-look indices

23 August 2010 | By Andrew Balls

Advanced economies face slow growth, tighter regulation and high debt, so indices that focus on GDP, rather than market capitalisation, would encourage investment in low-debt countries.

Strong case emerges for reallocation

16 August 2010 | By James Syme

The sovereign debt crisis in the eurozone discourages investors, who are instead attracted to emerging markets, where low debt and strong current accounts make the asset class attractive.

Quality rules in a melange of dross

9 August 2010 | By John Chatfeild-Roberts

Rewards await stockpickers who take an active stance and seek exposure to promising asset classes through quality companies with international reach, especially in developing markets.

Light at the end of the equity tunnel

2 August 2010 | By Peter Hensman

Corporate investment and low borrowing costs bode well for economic recovery in America. Meanwhile, investors can find bargains in equity markets as valuations remain low.

Strong firms lead jobless recovery

26 July 2010 | By Keith Wade

Markets fear a double dip as American housing data disappoints and China cools, but companies are in good shape and expanding their workforces, which is crucial to sustaining the recovery.

Domestic demand drives growth

12 July 2010 | By Sanjiv Duggal

The Indian economy zooms ahead, driven by the industrial and service sectors and supported by strong domestic consumption, which bodes well for the equity market in the long term.

Japan holds value for flexible player

5 July 2010 | By John Millar

Japan exports 57% of its goods to Asia Pacific countries and, as intraregional trade grows and the region prospers, Japan’s stockmarket offers value and flexibility to the pan-Asian investor.

Best cash value by a country mile

28 June 2010 | By Thanos Papasavvas

Back in March 2010, according to the Economist, Big Macs cost one quarter less in Warsaw than down the road in Budapest. It looked as though the Polish zloty was far more competitive at the time than the Hungarian forint.

Economic pain boosts corporate gain

21 June 2010 | By Mark Harris

Investors can find excellent value in western equity markets - despite the global downturn and increased regulation - as rates remain low, overseas buyers seek value and M&A activity rises.

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