Global Investing

After bumper 2012, more gains for emerging Europe debt?

By Reuters Staff
December 21, 2012

By Alice Baghdjian

Interest rate cuts in emerging markets, credit ratings upgrades and above all the tidal wave of liquidity from Western central banks have sent almost $90 billion into emerging bond markets this year (estimate from JP Morgan). Much of this cash has flowed to locally-traded emerging currency debt, pushing yields in many markets to record lows again and again. Local currency bonds are among this year’s star asset classes, returning over 15 percent, Thomson Reuters data shows.

African growth if China slows

December 11, 2012

The  apparent turnaround in Africa’s fortunes over the past decade has been attributed to the rise of China and its insatiable appetite for African commodities. So African policymakers, like those everywhere, will have been relieved by the recent uptick in Chinese economic data.

Crisis? What crisis? Global funds grow stronger

November 13, 2012

Global funds are having a good year.

According to a report by financial services lobby TheCityUK, pension funds,  insurance funds and  mutual funds are on track to finish the year with $21 trillion more of assets under management than when they hit rock bottom in 2008 with the Lehmann collapse.

A happy future for the “doomed continent”?

By Reuters Staff
October 12, 2012

The International Monetary Fund this week painted yet another gloomy picture, cutting its 2012 forecast for Africa along with most other countries around the world. In its latest World Economic Outlook, the IMF shaved its 2012 projections for Africa to 5 percent from 5.4 percent.

Winners, losers and the decline of fear

October 10, 2012

Lipper has released its monthly look at fund flow trends in Europe, and as ever, it throws up some intriguing results.

Funds will find a chill Wind in the Willows: Lipper

October 5, 2012

“Asset managers are emerging from their comfortable burrow to face a battery of lights.”

UK investors warm to European stocks

October 2, 2012

British investors are warming up to European equities, with the highest level of positive or rather positive views of the troubled bloc’s stocks in a year, an online survey by Baring Asset Management shows:

Shadow over Shekel

August 14, 2012

Israel’s financial markets had a torrid time on Monday as swirling rumours of an imminent air strike on Iran caused investors to flee. The shekel lost 1.4 percent, the Tel Aviv stock exchange fell 1.5 percent and credit default swaps, reflecting the cost of insuring exposure to a credit, surged almost 10 percent.

LIPPER-ETF tiddlers for the chop?

August 8, 2012

(The author is Head of EMEA Research at Thomson Reuters fund research firm Lipper. The views expressed are his own.)

Running for gold? The long-distance investor

August 1, 2012

What are you best at? Running a sprint?  Jumping a few hurdles? Or would you rather gear up for the long-haul with a marathon?