News & Analysis

Tactical Asset Allocator rises could end with a bump

Investors are upbeat, with emerging economies showing strong balance sheets, but liquidity injections may be inflating an asset bubble.

Protect your portfolio from falling markets

Holly Black looks at the merits of financial instruments investors can use to safeguard a long-only portfolio over the short term.

Viewpoint: Seven reasons to re-think retail bonds

Retail bonds are becoming increasingly popular but investors need to remember there are concerns over such products.

Winners and losers in the REIT sector

David Prosser looks at the property companies that have come out best in the real estate investment sector, and those that have fared less well.

Bright new dawn for commercial property

REITs were up 26% in 2012 and with a boost from welcome changes in the Budget, they provide a great hedge against inflation, says David Prosser.

Sober souls should curb Japanese enthusiasm - for now

The Japanese government's intentions to introduce reforms suggest any weakness in its stockmarket will be short-lived.

Viewpoint: Global high-yield spreads remain attractive

James Gledhill, global head of high yield at AXA Investment Managers, provides his outlook for the high-yield sector.

Investors face emerging market conundrum

Should investors favour what they know, via developed market funds, or opt for the greater potential and higher volatility that is emerging markets?

Spotlight on Graphite Enterprise Trust

Fiona Hamilton profiles Graphite Enterprise Trust, a UK and Europe-focused fund which has seen its share price triple over four years.

Portfolio performance drives private equity trust gains

Investors in private equity trusts have recently enjoyed a one-way ticket to rapid returns, says Fiona Hamilton.