Ris client seminar oct 2010
•Transferir como PPT, PDF•
0 gostou•298 visualizações
Recomendados
Recomendados
Mais conteúdo relacionado
Mais procurados
Mais procurados (17)
Destaque
Destaque (11)
Semelhante a Ris client seminar oct 2010
Semelhante a Ris client seminar oct 2010 (20)
Último
Último (20)
Ris client seminar oct 2010
- 1. An Introduction to Brooks Macdonald Asset Management September 2010 Market Update October 2010
- 2. Market Update – 3 years in Local Currency
- 3. Market Update – 3 years adjusted for Sterling
- 9. US Dollar versus Sterling
- 10. Little value in Gilts – End of the Bull market in Gilts????
- 11. Value in high yielding equities
- 12. Asia can afford to spend Source: IMF Financial stability report, Apr 09, CEIC, Nomura Global Economics Gross public debt-to-GDP ratios in 2010 OECD average
- 14. Asset Allocation range (2004-2010) BMAM Medium risk
Notas do Editor
- Emerging markets have eeked out a positive return over the year, followed by Asia Pacific ex-Japan and the Hang Seng. FTSE 100 has fallen the least, followed by the Europe, US and Japan. FTSE 250 has outperformed FTSE 100, up 20% over three months. M&A activity in recent weeks has provided a new boost to market sentiment.
- Emerging markets have eeked out a positive return over the year, followed by Asia Pacific ex-Japan and the Hang Seng. FTSE 100 has fallen the least, followed by the Europe, US and Japan. FTSE 250 has outperformed FTSE 100, up 20% over three months. M&A activity in recent weeks has provided a new boost to market sentiment.
- Emerging markets have eeked out a positive return over the year, followed by Asia Pacific ex-Japan and the Hang Seng. FTSE 100 has fallen the least, followed by the Europe, US and Japan. FTSE 250 has outperformed FTSE 100, up 20% over three months. M&A activity in recent weeks has provided a new boost to market sentiment.
- Clearly valuation is important for long term performance. Shows p/e ratio at the start of decade and then subsequent 10 year annualised return. p/e now at fair value so would expect fair returns.