Global Investing

How to Spend It – for sovereign wealth funds

April 17, 2009

As dust settles and investor morale improves, sovereign wealth funds are slowly coming back to the market.

from Funds Hub:

Watch Pi Capital CEO David Giampaolo give his investment outlook

March 25, 2009

Giampaolo was speaking today at the London leg of the Reuters Hedge Fund and Private Equity Summit.

It’s 2 o’clock. Let’s buy shares

March 25, 2009

It’s 2 o’clock. You’ve had your lunch. Now what should you do?

Buy shares, if you follow what U.S. bank Goldman Sachs has found from trading patterns among major U.S. equity indices and ETFs.

Reuters Funds Summit: Kingdom for a horse

March 17, 2009

Anyone expecting investors to start galloping back into riskier assets in a rush might have something of a wait, according to Kathleen Hughes, who runs money funds for JPMorgan Asset Management in Europe. They are more likely to wander back in.

Whoops!

March 4, 2009

Just how much have world stocks suffered in the past year or so? Try this. According to the World Federation of Exchanges, the market capitalisation of global stock markets has halved. It was $63 trillion in October 2007. At the end of January this year it was only $31 trillion.

Zeitgeist check

February 27, 2009

Some more bits and bobs to capture the current mood among investors.

–  So far, 2009 is worse than 2008 for stock investors. MSCI‘s main world index is down around 17 percent in January and February.  A year ago, it had lost around 8 percent.

Smell the money in Asia

February 24, 2009

Asia is still the place to be to make big bucks.

That’s the upbeat message from Baring Asset Management, which is betting on Asia to deliver some of the best returns during a recovery.  The only question is when’s the recovery coming?

Please invest, please

February 4, 2009

Hardly suprising that investment funds want their clients to cough up some money. It is, after all, how they get paid. So an appeal to pension funds from UBS Global Asset Management to stop sitting on the fence is not entirely pro bono. Nonetheless, a new note from the firm that trustees are actually risking things by hanging on to large cash reserves is worth a run through.

Global government-backed bonds surging

January 30, 2009

Government-backed lending programs around the world have sparked a revival in financial and corporate borrowing — for now. Worldwide sales of corporate bonds rose to $251 billion in January, the highest level since May 2008, marking the first signs of a thaw after a long global capital markets winter. The following are the global sales totals and a list of the biggest borrowers, according to Thomson Reuters data.

Who gets the last laugh?

January 23, 2009

Public critisicm may be heating up against banking executives being rewarded with huge bonuses despite taking too much risk (especially ex Merill Lynch head John Thain who requested a bonus and spent $1,405 on a garbage pail during a $1.22 million renovation of his office).