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Cash continues to be worst performing asset class over time

Cash continues to be worst performing asset class over time

05 March 2015

Investor behavior shows that cash is generally favourable over the short-term, as it appears to offer security, but seen through a long-term lens, in reality cash is categorically the worst performing asset class. This was one of the key findings in the 2015 edition of the Long-term Perspectives review launched today by Old Mutual Investment Group’s MacroSolutions boutique, which also shows that global and local equities have been the best performing asset classes over a period stretching as far back as 1925.

Is it time to follow that star?

Is it time to follow that star?

04 March 2015

With investor appetite having recovered since the global economic meltdown in 2008, more investment managers may be tempted to follow the example of the UK’s star investment manager, Neil Woodford (Invesco Perpetual), and others who left big firms and have launched their own portfolios.

Hasenstab on global growth: headwinds or tailwinds?

Hasenstab on global growth: headwinds or tailwinds?

04 March 2015

While some forecasters predict gloomy global growth this year, the contrarian-minded Dr. Michael Hasenstab, chief investment officer, Templeton Global Macro (formerly known as Templeton Global Bond Group), has a different view. He aims to counter what he sees as “excessive pessimism” surrounding the global economy and outlines why he believes the recent plunge in oil prices could prove a tailwind, not only for economic growth in the United States, but also in Europe. He also offers his scorecard regarding Japan’s monetary policy experiment dubbed “Abenomics.”

The long wait is over

The long wait is over

04 March 2015

For British investors, the 16-year drought is over. The FTSE 100 Index finally closed above its previous record of 6 950 index points, set in 1999, last week. Optimism that the Greece crisis has been resolved for now, and a better performance from resource heavyweights helped propel the FTSE last week. This provides an opportunity to remind ourselves of a number of important investment principles:

quick poll
Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer
Monetary policy matters

Monetary policy matters

02 March 2015
An unsteady first step

An unsteady first step

25 February 2015
Greece: Deal or no deal?

Greece: Deal or no deal?

24 February 2015
Risk factor investing: The evolution of Multi-Asset Strategies

Risk factor investing: The evolution of Multi-Asset Strategies

24 February 2015
Watch for risk hidden in offshore returns, warns RECM

Watch for risk hidden in offshore returns, warns RECM

24 February 2015
Investing overseas: capital preservation in uncertain times

Investing overseas: capital preservation in uncertain times

23 February 2015
Lower SA inflation unlikely to negatively impact long term investment returns

Lower SA inflation unlikely to negatively impact long term investment returns

17 February 2015
Are fees incentive enough? The value and importance of co-investment

Are fees incentive enough? The value and importance of co-investment

17 February 2015