Bill McQuaker, Head of Multi-Asset at Henderson Global Investors, provides a round-up of markets as we move further into the second half of 2013:
14.08.2013 /
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Das Fondsmanagement-Team des BB Medtech (Lux) Fonds mit einem aktuellen Update zum Medtech-Sektor, bestehend aus Marktrückblick sowie Positionierung und Ausblick.
13.08.2013 /
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Emerging debt markets have experienced a reversal of fortunes in 2013, with the yield on the benchmark index (JPM EMBI Global Diversified) rising sharply to 5.7%, from a year end yield of 4.4%. Philip Fielding, Portfolio Manager for the First State Emerging Markets Bond Fund examines if this represe...
13.08.2013 /
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Aktuelle Factsheets von Bellevue Asset Management AG (per 31.07.2013) zu ausgewählten Lux-Fonds der B-Share und I-Share Klasse per Ende Juli in deutscher und englischer Version sowie das Factsheet zur Beteiligungsgesellschaft BB BIOTECH AG sind nun verfügbar.
13.08.2013 /
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First State: "We believe that the interest rate move by the Chinese central bank was meant to impose more discipline and tackle aggressive lending behaviour in the Chinese banking sector."
13.08.2013 /
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"Die Ausfallraten von Hochzinsanleihen befinden sich auf historisch niedrigen Ständen von nahezu 2%", so Ece Ugurtas, Investment Manager, Baring High Yield Bond Fund.
12.08.2013 /
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One part of the Chinese economy that is growing exponentially and that has the potential to deliver significant benefits for employment, tax revenues and overall activity levels is e-commerce.
09.08.2013 /
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First State's Latin America update: "We find many of the best managed and most reasonably valued opportunities among Chilean companies. In addition, there is no doubt that the Chilean economy stands out as one of the best run in the region"
09.08.2013 /
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Trübe Aussichten für das Wirtschaftswachstum, eine hohe Arbeitslosigkeit, eine enorme Schuldenlast, marode Staatsfinanzen – nur allzu leicht können Analysten und Volkswirte derzeit behaupten, dass der Euro nicht ewig bestehen bleiben wird. Anthony Doyle, Investmentspezialist im Fixed Income Team bei...
08.08.2013 /
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Steigende Direktinvestitionen von multinationalen Unternehmen und starke Gewinnwachstums-prognosen treiben, laut Baring Asset Management (Barings) die Anlagechancen in der ASEAN-Region an.
07.08.2013 /
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The positive factors that have supported global equities over the past few months are still in place. Equity valuations remain favourable compared to most other asset classes.
06.08.2013 /
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Publicly placed issuance in the European asset backed securities (ABS) market through the first half of 2013 has totalled approximately €38 billion*, roughly equivalent to the average issuance amount over the past three years.
05.08.2013 /
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First State market commentary: "The global market outlook remains mixed with positive signs on the global economy offset by concerns about a slowdown in China and the longer term effects of quantitative easing."
02.08.2013 /
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Ecobank Transnational was founded in 1985 with the aim of creating a pan-African bank, owned by local investors, that would contribute to the development and integration of African economies. To address the scarcity of local recruits with the right skills, who tend to prefer high paid jobs in more d...
02.08.2013 /
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It has been a difficult few months for equity markets, not least North American real estate investment trusts, following the news that the US Federal Reserve could potentially taper its asset purchases this year.
01.08.2013 /
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Mike Kerley argues the recent weakness in Asian markets is an opportunity to acquire the region at valuations that look compelling compared to history and relative to other equity markets.
31.07.2013 /
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Das Fondsmanagement-Team des BB Global Macro (Lux) bmit einem aktuellen Update, bestehend aus Marktrückblick sowie Positionierung und Ausblick.
31.07.2013 /
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In line with consensus economic forecasts, China Q2 GDP (Gross Domestic Product) growth slowed to 7.5% from the 7.7% registered in Q1 2013. The slowdown was driven by weak exports and manufacturing investment although retail sales surprised positively.
30.07.2013 /
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Vor drei Jahren waren Pharmaaktien praktisch aus der Mode gekommen und ihre Kurse auf extrem niedrige Niveaus gefallen. Dabei hatte der Markt jedoch übersehen, dass sich Pharmaunternehmen am Beginn einer langfristigen Wachstumsstory befanden. Mehr dazu erfahren Sie in dem beigefügten „View from the...
29.07.2013 /
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