Financial view John Plender
InsightAfter historic woes on stock markets, institutional investors play long game in property
Two of the longest-standing mantras in the investment world are that stocks are for the long run and that property is a long-term investment.
InsightTough luck: property will pay price for bank regulation
There is no escaping the fact that credit conditions in the commercial property market remain bleak.
Insight‘Anglosphere’ will struggle to repeat last year's performance
From a capital market perspective 2011 could best be described as the triumph of the “Anglosphere”. The Standard & Poor’s 500 index returned 2.1%, outstripping the markets of all the other large economies. UK equities were down 2.6%, which compares more than favourably with declines of 16.5% for Germany, 15% ...
InsightPension funds can find missing link to index linking in property
The shift in pension fund asset allocation towards liability matching has gathered serious momentum
InsightGold still sets standard while markets are uncertain
When inflation becomes a serious threat, investors traditionally look to “real” assets to provide a hedge
InsightInflation is back — let us hope Bank of England does not panic
Inflation is back with a vengeance, driven by the surge in energy and commodity prices
