Chris Duncan
A new global income sector is welcome. But why isn’t Europe?
So finally there will be a new equity income sector. From 1 January 2012, the IMA will launch a Global Equity Income sector, marshalling those funds placing at least 80% of their assets in global equity and generating an annual income yield 110% higher than the MSCI …
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Japan: could this time be different?
According to accepted wisdom, ‘this time it’s different’ is the most dangerous phrase in the investment world. History, experts caution, almost always repeats itself; only the delusional and desperate believe otherwise. But does this counsel always hold true?
Not if you pay heed to the mounting weight of evidence in favour …
Bad weather and bullish Balls
First, the bad news. The UK economy shrank by a shocking 0.5 per cent in Q4, confounding City expectations of a rise of up to 0.7 per cent. Cue a big fall in sterling as expectations of an interest rate rise instantly evaporated.
As a miss it was a big one, …




