Coutts UK CIO on Russia and other controversial investments 15/09/2014 Recently Alan Higgins, chief investment officer, UK, at Coutts, made a case for buying Russian equities – arguably a contrarian move as risk factor is very high at the moment, so thewealthnet spoke to Mr Higgins to find out more about his strategy and his views.
Who do you believe, equity or bond markets? 08/09/2014 August has seen a repeat of the trend we have seen for much of 2014: equity and bond markets rising together. How can this be given that bonds are meant to offer protection against falling equity prices and vice versa? Are equity and bond markets telling us conflicting stories? Should we worry that rising bond prices are forecasting an economic downturn or is there a unifying factor driving both markets?
Don't fear the frontier – Franklin Templeton makes case for emerging markets 03/09/2014 While investments in emerging and frontier markets offer high relative growth potential, they carry many risks, and only very experienced firms can provide investors with some comfort when dealing with volatile developing countries. Franklin Templeton Investments, which was one of the first companies to offer emerging market funds to retail investors over 20 years ago, is among these firms.
Where now for fixed income investors? 25/07/2014 With sovereign bond yields and credit spreads trading at near historic lows, and an ambiguous macroeconomic environment, traditional bond portfolios are no longer looking that compelling. Such portfolios are typically managed relative to an aggregate index, with limited flexibility to expand their opportunity sets and tool boxes and at this point, following a 30 year bull market for the bond market, prospective returns from traditional bond portfolios do not look that attractive.