Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

10 critical investment decisions for 2013

BlackRock digests the data and highlights 10 graphs outlining the crucial investment decisions for this year.

Fiscal cliff

A huge policy blunder has been averted (for now), but fiscal tightening will take place. With additional negotiations to come, markets will be volatile, but long-term investors could find buying opportunities.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

US economy

The United States will maintain slow but positive growth, much like in 2012, but should not enter a new recession. Look for stronger growth as the year progresses.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Europe

The European Central Bank (ECB) changed the game by taking the risk of banking collapse off the table. But key reforms are likely a year or more away. In the meantime, growth is elusive.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

China and emerging markets

China and emerging markets regain their growth trajectories in 2013, helping cushion any weaknesses in the United States and Europe.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Risk-on/risk-off redux?

Markets are likely to remain volatile early in the year, but should respond more to fundamentals as clarity emerges.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

US stock market

While risks are elevated and valuations are relatively high, we still see opportunities, particularly in US mega caps.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Global stocks

Emerging markets offer faster growth, cheap valuations, lower inflation and relatively muted volatility.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Fixed income

What used to be “risk free” (i.e., Treasuries) has actually become risky. Over the long-term, we suggest migrating toward credit sectors.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

High yield bonds

Investors should consider diversifying their exposures in high yield to include loans and secured credit. The asset class continues to offer compelling yield and return potential, and default rates remain low.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Municipal bonds

Municipal bonds offer compelling taxable equivalent yields in the face of higher taxes. Munis are unlikely to lose their tax exempt status.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Where A-rated Pattullo is finding the best bond opportunities

Where A-rated Pattullo is finding the best bond opportunities

Henderson Global Investors head of retail fixed income explains how he is managing his fund against the surprise current monetary policy divergence.

1 Comment Play Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Our much anticpated new series is here! We hand a black cab driver a tenner and grill the manager of the 125-year Merchants trust until the meter runs out.    

Play Europe bulls, a retail boost and why a little inequality can be a good thing

Europe bulls, a retail boost and why a little inequality can be a good thing

This week’s Investment Pulse looks at whether investors should be bullish on Europe, the surprise rise in UK retail sales and if a little inequality is a good thing.

Your Business: Cover Star Club

Profile: meet the duo at the heart of Hargreave Hale's succession plan

Profile: meet the duo at the heart of Hargreave Hale's succession plan

For the first time in the company's history a non-Hargreave is now at the head of the north west broker and asset manager

Wealth Manager on Twitter