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Investment Strategy

Coke is it, says AXA Framlington

2010 will be more of an alpha market than a beta one, with active managers looking for stocks that can deliver 10-15 per cent rather than 50-60 per cent, according to London-based Mark Tinker, lead fund manager of global equities at AXA Framlington.
Investment Strategy

Fiduciaries and investors ‘divided’ over inflation

There is a fundamental disconnect emerging between fiduciaries, and their underlying “real” investors, on whether deflation or inflation is the prevailing investment theme, according to The Canonbury Group’s Pippa Malmgrem. The political and policy consultant to global investors was speaking directly after attending the annual central bankers’ summer retreat at Jackson Hole, Wyoming, where for […]
Investment Strategy

Fiduciaries and investors ‘divided’ over inflation

There is a fundamental disconnect emerging between fiduciaries, and their underlying “real” investors, on whether deflation or inflation is the prevailing investment theme, according to The Canonbury Group’s Pippa Malmgrem. The political and policy consultant to global investors was speaking directly after attending the annual central bankers’ summer retreat at Jackson Hole, Wyoming, where for […]
Opinion

Underlying themes mesh with global recovery

The turnaround in both the market and consumer sentiment over the past three months has been nothing short of remarkable. Talk has gone from the new Great Depression to the Great Recession to the Great Recovery. Most institutional investors were slow to rebalance after last year’s falls and when the markets dived again in January/February […]
Opinion

Underlying themes mesh with global recovery

The turnaround in both the market and consumer sentiment over the past three months has been nothing short of remarkable. Talk has gone from the new Great Depression to the Great Recession to the Great Recovery. Most institutional investors were slow to rebalance after last year’s falls and when the markets dived again in January/February […]
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