Return free risk and the quagmire of caution
The last five years have seen the fewest high yield defaults in modern history, Deutsche Bank reported on Wednesday.
Analysis
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EM divergence continues to topple BRIC strategy
With US valuations higher than they have been for many years and the QE-fuelled run in European assets, investors are once more turning to emerging markets, putting the BRIC economies back under the spotlight.
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Are the next three weeks a great buying opportunity?
We are now just three weeks from the general election in the United Kingdom so a significant window of opportunity could be closing, depending on your assessment of the situation.
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PA ANALYSIS: Why fund managers must underweight Shell/BG Group
While Royal Dutch Shell’s £47bn acquisition of BG Group is something of super-sized deal for the FTSE, it promises to be a weighty problem for active and passive funds alike.
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Joachim Klement, the bold behavioural scientist
Wellershoff & Partners’ Joachim Klement argues that the industry needs to abandon old theories and embrace the new.