Following is a list of Markets articles published on PortfolioConstruction Forum throughout 2005...
How would a global bird flu pandemic affect financial markets? If past history, including the effect of SARS in 2003 is anything to go by, the effect would be significant... Full Story >
The outlook for Asia-Pacific sovereign credit ratings for the remainder of 2005 remains mixed... Full Story >
At this week’s PortfolioConstruction Conference, HFA Chief Investment Strategist Jonathan Pain will present a compelling review of the prospects for world equity markets – in fact, he'll present twice, firstly the case for a global equities bull market, and then the contrasting case for a global equities bear market… Full Story >
The global growth story may well be a vital contributor to client’s wealth – and your practice – for the rest of 2005 and into 2006… Full Story >
After months of presenting a pessimistic outlook for the US and recommending defensive investment exposures, global investment heavyweight Standard & Poor’s (S&P) has this week made “substantial changes” to its US investment outlook for the second half of this year… Full Story >
Dow Jones Indexes has launched the Dow Jones Australia LPT Index, which tracks the performance of the Listed Property Trust (LPT) securities traded on the Australian Stock Exchange. The index will provide investors with a transparent and objective tool to measure an investment class that has outperformed the major equity market indexes in recent years… Full Story >
In this update: Asian share markets rose on the back of the US market rally which saw US stocks rise to a three-month high, China's trade surplus peaked in May while industrial output and investments grew strongly, foreign investors can now own up to 26% of local Indian media companies, Singapore's non-oil exports fell unexpectedly in May, and Philippine sovereign bonds retraced the prior week's losses while Korean bonds fell - plus country-specific news for Japan, Australia, China/HK, India, Indonesia, Korea, Malaysia, Singapore, Taiwan, and Thailand... Full Story >
Australian shares and listed property trusts have outperformed residential investment property over 10 years ending 31 December 2004, according to the latest ASX Investments Report… Full Story >
Central bankers in several emerging countries are having to explain to politicians why they are hiking interest rates at a time financial continues remain favourable, says Pimco’s managing director, Mohamed El-Erian in Pimco’s latest Emerging Markets Watch… Full Story >
The real world of economics is very different to that of the text book economics. Pimco managing director, Paul McCulley gives his analysis of the prospective global prices for oil, currencies and retirement incomes, to make his point that considering economics without considering politics gives a view of a world that does not exist... Full Story >
