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Second half jitters

BENJAMIN ONG  |  FRIDAY, 10 JUL 2009
... snow-capped mountains white.' A myopic view of the GFC world would give you positive statistics one day and negative the next. However, it now looks blue and green when viewed from a distance. The worst has passed. Like in previous periods of upheaval ...

Volatility: a new asset class?

MICHELLE BALTAZAR  |  THURSDAY, 9 JUL 2009
... with leading academics to explore the idea of volatility being an asset class. That led to a paper that will be published next year in a prestigious finance journal overseas, which would likely generate new debate on how the investment community should ...

A lose-lose proposition

BENJAMIN ONG  |  THURSDAY, 9 JUL 2009
... upgraded its 2010 global growth forecast for the umpteenth time. The IMF now expects the globe to expand by 2.5 per cent next year, up sharply from its April projection of 1.9 per cent. It is well and good that forecasts are revised as new information ...

Instreet targets Asian equities

PRESS RELEASE  |  WEDNESDAY, 8 JUL 2009
Instreet Investment is looking to add an Asian equity option to the next Link DPA Series. George Lucas, managing director at Instreet Investments, said the planned series would provide investors with exposure to Asian equities, excluding Japan, by tracking ...

Experts pick top stocks and sectors

MICHAEL HOBBS  |  TUESDAY, 7 JUL 2009
... towards the mining sector and good value small to mid-cap stocks to boost returns in Australian equities allocations over the next two years, according to industry experts. Craig James, chief equities economist at CommSec, said the industrialisation ...

Morris steps down sooner

MICHAEL HOBBS  |  TUESDAY, 7 JUL 2009
Dirk Morris, BT Investment Management's chief executive and executive director, will leave the company next week, instead of the initially announced departure three months away. BT Investment Management announced Morris had resigned from the firm last ...

Of bulls, bears and flatliners

BENJAMIN ONG  |  TUESDAY, 7 JUL 2009
... rebounded towards the end. A strong rally in the second quarter that fizzled towards the end. Where is Wall Street going in the next three months? The next year? Your guess is as good as mine. Lessons from history show that economic data would remain ...

Focus on quality: T. Rowe Price

MICHELLE BALTAZAR  |  MONDAY, 6 JUL 2009
... but I'm not investing in the economic landscape but on the profitability of companies, which will be rather anemic over the next few years for an awful lot of reasons including the crowding effect of the governments," said Gensler. The fund has recently ...

Plug the information gap: SimCorp

MICHELLE BALTAZAR  |  FRIDAY, 3 JUL 2009
... smaller and before compulsory contributions were introduced. If they are making the investment decisions in-house anyway, the next logical step is to manage the same investment data internally, said Rod Dew, senior executive at investment technology ...

Rejoice or lament

BENJAMIN ONG  |  THURSDAY, 2 JUL 2009
... daily basis. One day - like today - markets rejoice at the improvement and signs of stabilisation in economic indicators. The next, they bewail that these same indicators have not improved enough to suggest that an economic recovery is imminent. Take ...