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AAA: Aggravating Autumnal Angst [Blog]
AAA-rated fixed income assets are a species in decline, as rating agencies re-evaluate the ability of highly indebted nations to reduce their burdens. The UK is the latest country to have its AAA...
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Global markets overview Q4 2012: Income investment review
Global equity markets rallied in the fourth quarter of 2012, with the MSCI World Index up 3.1% in local currency terms, as two of the three major worries that dominated the investment landscape in the...
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Let the good times roll… [Blog]
That is exactly what investors have been doing in the first month of 2013. Following a few strong final weeks of 2012, the positive momentum has continued for risk assets so far this year. Equities...
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Is a storm brewing in Hungary? [Blog]
Last week the Hungarian government, led by the prime minister’s Fidesz party, passed changes to the constitution. These amendments sparked warnings from European leaders that the new regulations risk...
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A dose of reality [Blog]
Well, the latest forecasts from the International Monetary Fund’s World Economic Outlook make sobering reading. Global growth for 2013 was downgraded by 0.2% to 3.3%, leaving 2013 growth at about the...
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Total EM income: Maximising the EM income opportunity set
Investing in high yielding securities across emerging markets, rather than only in equities or debt, offers powerful diversification benefits. In this paper, Richard Titherington and Pierre-Yves Bareau...
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