42 results found

The majority of the world will see an improvement in economic growth this year. While equities remain the most attractive asset class, they will need a more nimble approach.

Most of the world will see an improvement in economic growth this year. Equities are by far the most attractive asset class - but they will be much more volatile.

The majority of the world will see an improvement in economic growth this year. But, after a lengthy and linear rise, equity markets will see much greater volatility this year.

My bottom line for 2014 is that investors should be overweight global equities, underweight bonds. My biggest call? China's stockmarket could be the best performing.

I'm used to being alone and against consensus. I believe the next decade is going to see the strongest level of global economic growth anyone today has seen.

In 1994, Nelson Mandela was elected President of South Africa. His capacity for forgiveness and sense of humility is a shining example for all humanity.

I continue to be positive on the broader global economic backdrop - but buckle up and prepare for some turbulence over the next few months.

Despite having much to worry about - a Eurozone in recession, a listless US recovery, Japan's QE, slowing China growth, North Korea - the S&P 500 reached new, all-time highs recently. Where to from here?

We're seeing a significant correction in global equity markets and commodity markets including a staggering decline in gold. What does this mean for portfolios?

Despite the Cypriot tragedy, the next few years will see stronger global GDP numbers than in a very long time.

Going into 2013, I'm significantly more positive about the outlook for US growth, notwithstanding the fiscal cliff, while I think China will continue to to grow at around 7%.

Africa's economies are among the fastest growing in the world. Is it the next China?

There are really only two words to discuss - Greece and Spain - and the implications for Australian cash rates, bond yields and equity markets - and, of course, portfolios.

In this closing keynote Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jonathan Pain looks at the where the Middle East is heading in the years to come, and the investment implications...

This month has brought some of the most turbulent times in the history of investment markets. What does it mean for those managing investor portfolios?

In the past few weeks, it's become clear that Italy must now be included in the group of submerging economies - and that portfolios should become more cautious and defensive...

As suggested in the last Pain Report, it looks like The House of Saud is prepared to stand and fight with Bahrain's House of Al-Khalifa. We are rapidly approaching a critical decision point - will they or won't they? My view, very regrettably, is that the Saudis will intervene in Bahrain...

The tectonic plates of the Arab world have ruptured and the geopolitical fault lines that have shaped and defined the region for sixty years have shifted inexorably. What does that mean for investing?

Inspired by the overthrow of the Tunisian president, demonstrations began in Egypt on 25 January and the rest, as they say, is history. Before we attempt to predict what the consequences will indeed be, let us first understand what we are actually seeing and why...

Market strategist and PortfolioConstruction Forum regular, Jonathan Pain, outlines what lies ahead in 2011, including the investment theme he describes as the next BIG thing...