48 articles found within the last year.
Displaying results 1 - 20
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Investors’ wall of money feeds Goldman’s bullish stance
A recovery of confidence by the world's institutional ... Goldman's research team, spearheaded by head economist Jim ... The Goldman team is looking for global GDP ... Part of the reason is a $600bn cash ... Half of that figure may pour in from ... Peter Oppenheimer, chief European equity strategist, agreed that...
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The Buffett paradox
Warren Buffett threw cold water last week on ... Buffett's Berkshire Hathaway, Kraft's largest shareholder, with a ... Yet Berkshire is issuing $10bn (€6.9bn) in shares ... This could be a factor keeping Berkshire stock ... Based on earnings and book value, Berkshire fans...
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US equities could grow 20% this year, says Miller
Veteran fund manager Bill Miller of Legg Mason ... Miller said yesterday that the fall in US ... The consensus view for GDP growth in the ... His forecasts came in a statement issued yesterday ... Technology and financials are the two sectors most ... Miller's bullish attitude towards US stocks comes in...
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City analysts forecast 7% surge in FTSE 100
The FTSE 100 could hit 5,800 at the ... Describing stocks as a “preferred asset class” compared...
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Emerging markets outshine developed peers in equities returns
Stock markets in emerging economies such as Brazil, ... While India’s Sensex index soared more than 240%, ... For 2009, the MSCI Emerging Markets index outperformed...
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Miller returns to index-beating form
Veteran fund manager Bill Miller is set to ... The $4.8bn (€3.3bn) Legg Mason Value Trust returned ... The fund's largest holding at the end of ... The year's performance backs Miller's claim in mid-2008 ... However, the combined losses in 2007 and 2008 ... According to Legg Mason documents, a $10,000 investment...
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A 'nightmare' decade for stocks
For many stock investors, this decade can't end ... Even with the rebound this year, the U.S. ... Investors would have been better off investing in ... In the process, the market has provided a ... Many investors were lured to stocks by the ... With just two weeks to go in 2009,...
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Fund managers deal with seven burning issues in the space of one year
Asset management chief executives began 2009 with an ... Headcount reductions in some cases were swingeing – ... Opportunistic asset managers with deep pockets were picking ... The rebound in the stock markets that started ... • Final salary pensions continue to decline...
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A Monthly Analysis --- Mixing It Up: Cash Out Carefully
In light of last year's brutal market crash, ... Mason's advisers have been talking a lot lately ... In this column, we ask prominent financial advisers ... Mason's director of research, Thomas Pudner, recently studied ... Inflation clobbered the portfolio holding only intermediate-term government...
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News Analysis: A lot of hot air?
A proliferation of announcements heralding new climate change ... But there may be a more serious issue ... A good number of boutique companies launched funds ... Many of these funds were also constricted to ... One of the most prominent asset managers to ... ATP has been beating the climate change drum...
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Asset class faces muted returns
Thirty years ago, commodities were a must-have component ... Is the cycle about to be repeated? Certainly, ... A rebound this year of about 20% may ... So, in the grand scheme of things, the ... Jonathan Bell, chief investment officer at Stanhope Capital, ... Hermes, which manages assets for the BT pension...
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The Ugly AIG Post-Mortem
A year later, the myrmidons of the media ... By all means, read TARP Inspector General Neil ... It does not say AIG's bailout was a ... It does not for a moment doubt the ... To be sure, Mr. Barofsky has some criticisms ... Though not quite spelling it out, Mr. Barofsky ... Congress might not technically have put its full...
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The geeks inherit a world of pain
In upbeat research on computer-driven quantitative investment, US ... But that was in 2005. After a sharp ... One of its clients, the London borough of ... Newham asked data analysts at Inalytics to crunch ... The results were depressing. Although Axa’s ability to ... Elsewhere, client losses suffered by Intech’s US equity...
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Funds take off as investors return
Many aspiring hedge fund managers were wringing their ... Two – Roc Capital Management and Lucidus Capital ... The fundraisings support a growing feeling in the ... There are indications that large start-ups are in ... Steve Matthews, former head of commodities research at...
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Debt defaults hit record but expected to slow
Default rates of low quality debt at European ... Rating agency Standard & Poor’s expected the number ... The figure, which followed the agency’s last reported ... The research tracks companies in the EU, Norway, ... The aggregate outstanding debt held by the 81 ... The acceleration in defaults followed the collapse of...
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Why the Rich Like These Bare-Bones Products
Exchange-traded funds don't exactly shout "I've arrived!" the ... And how the wealthy use them depends on ... Ira Walker, a UBS advisor in Red Bank, ... Firms like Morgan Stanley Smith Barney say that ... "That a bank the size of Lehman Brothers ... High-net-worth advisors increasingly are experimenting with ETFs, which,...
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Man Group has FTSE's best-paid finance director
Kevin Hayes, finance director of listed hedge-fund manager ... But Hayes' 2008 package fell far short of ... FDs, along with other directors, have taken a ... However, she added that the lower remuneration packages ... The financial services sector has been particularly hard...
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Comment: Investors lose their nerve
Actors often say their performance goes off the ... The market has reached an equally dangerous period ... Investors appear to have decided they need evidence ... The latest purchasing figures supplied by the US ... Any number over 50% indicates growth, but achievements ... The perfect illustration of the current level of...
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No future for forecasts at Lombard Odier
In a determined bid to reinvent its investment ... Unlike other managers, Paul Marson, appointed investment chief ... “People make them because it feels good to ... Marson quotes philosopher Bertrand Russell: “The demand for ... He argues that earnings, and hence share prices,...
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Private banks positive on global recovery
A consensus has developed among chief investment officers ... Equities were favoured, with private banks either positive, ... Although private banks agreed that the appetite for ... Here Financial News looks at the investment views ... Wealth managers were in agreement that global economic...
