The Great Debate UK

from Global Investing:

Investors love those emerging markets

October 28, 2010

No question that investors are in the throes of passion over emerging markets. The latest Reuters asset allocation polls show investors pouring money into Asian and Latin American stocks in October to the detriment of U.S. and euro zone equities. Exposure to equities in emerging Europe, Asia ex-Japan, Latin America and Africa/Middle East rose to 15.6 percent of a typical stock portfolio from 14.3 percent a month earlier.

from Breakingviews:

It’s 50 years since shares looked this cheap

September 8, 2010

-- The author is a Reuters Breakingviews columnist. The opinions expressed are his own --

from Global Investing:

What fund managers think

June 16, 2010

Bank of America-Merrill Lynch's monthly poll of around 200 fund managers had a few nuggets in the June version, aside from the usual mood-taking.

The rise and rise of online investing

April 6, 2010

EdwardCroft- Edward Croft is CEO of Stockopedia, a UK-based website which aggregates research, commentary and analysis for investors, and offers social networking opportunities. The opinions expressed are his own. He will participate in the Reuters Politics Today live blog at noon British time on Wednesday, April 7, 2010, during Prime Minister’s Questions. Please tune in and join the discussion. -

from Global Investing:

The art of being passive

February 26, 2010

Hundreds or even thousands of  "active" fund managers are competing to add alpha to beat benchmark indexes, be it in stocks, bonds or alternatives.

from Global Investing:

Who were the investment winners and losers in 2009?

December 30, 2009

Let's not beat about the bush: the winners in this year's investment stakes were those who cashed out early in the financial crisis, looked at hugely oversold stock markets in March and jumped back in. The losers were those who spent too much time thinking about it or, worse, thought it was a good idea to put all their money in Dubai stocks and  Greek government debt.

from Global Investing:

Time to kick Russia out of the BRICs?

December 3, 2009

It may end up sounding like a famous ball-point pen maker, but an argument is being made that Goldman Sach's famous marketing device, the BRICs, should really be the BICs. Does Russia really deserve to be a BRIC, asks Anders Åslund, senior fellow at the Peterson Institute for International Economics, in an article for Foreign Policy.

Lehman sparks a year of trading opportunities

September 15, 2009

angus-rigby

-Angus Rigby is CEO of TD Waterhouse. The opinions expressed are his own.-

Volatility has been the name of the game since Lehman’s collapse, an event which sent shock waves through the global financial markets. The ripple effect on correlated sectors sent share prices on a roller coaster ride of unpredictable fluctuations throughout the year – and yet at the same time this very volatility paved the way for the profit-taking retail trader, if they got their timing right of course.

Where Next For The Stock Market?

September 14, 2009

david Kuo-David Kuo, Director at the financial website The Motley Fool. The opinions expressed are his own.-

from Commentaries:

Don’t be fooled by global stock stumble

August 17, 2009

Don't blame global stock markets for being skittish. It is August, after all, a month that has spelled trouble in the past two years.