There could be a great rebalancing from passive ETFs and other traditional investments back towards gold, which would boost demand for gold and gold-related equities for years to come.
With interest rates set to normalise at low levels and profit margins improving, we see scope for significant gains.
Emerging markets (EM) are a big part of global markets, yet are typically under-represented in investors’ portfolios. This has led many to ask the best way to build up their strategic allocation to these assets. EM equities and hard, local and corporate emerging market debt (EMD) all have very diff erent characteristics, meaning investor specific risk and return requirements must be taken into account.
There is a widely held assumption that portfolio turnover results in poorer outcomes for investors as a result of the additional costs it incurs. Our research challenges that simplistic assumption by instead focusing on added value net of costs.
The decline of malls in the US has caused concern among real estate investors. Our Global Cities blog looks at what it might mean for shopping centres in the UK and Europe
How have Hong Kong and Singapore banks fared since the onset of the Global Financial Crisis? We take a look at a decade of returns to find out.