Salient to Investors: Europe’s biggest real estate managers are making their first investments in southern Europe since the financial crisis as low prices and diminishing risk make commercial properties more attractive. Anne Kavanagh at Axa Real Estate Investment Managers said we are at or near the bottom and starting to see
READ MORE... →Salient to Investors: Nouriel Roubini writes: Rwanda has a visionary leader and very competent policy team. Its impressive economy has been growing close to 8% for many years albeit from a low base, and Kigali has good urban planning unlike other African cities Read the full article at http://drnourielroubini.blogspot.com/2013/07/dr-nouriel-roubini-says-rwanda-is.html Click here to receive
READ MORE... →Salient to Investors: Franklin Templeton’s 2013 Retirement Income Strategies and Expectations Survey found: 20% plan on never retiring. 33% retired due to circumstances beyond their control. 46% who have not yet started saving for retirement expect running out of money to be their top concern during retirement. 31% of ages
READ MORE... →Salient to Investors: James Gaul at Boston Advisors said the short-term focus will be on whether earnings will be strong enough to push us higher. Michael Mullaney at Fiduciary Trust said many companies are lowering expectations on the hope that they beat them, does not know how much longer companies can get blood
READ MORE... →Salient to Investors: William Pesek writes: Japanese voters seem ready to hand Abe one of the bigger blank checks in memory, so may be setting themselves up for buyer’s remorse. Japan has a fast-aging population, the world’s biggest public debt, a skyrocketing energy bill, and a pension time bomb. The idea of unfettered competition
READ MORE... →Salient to Investors: Calpers assets passed a pre-recession high of $260.6 billion in May, 5 years after the global financial crisis wiped out more than a third of its value, by keeping exposure to growth assets. Calpers lost a record 23 percent in 2009, gained almost 21 percent in 2011, and
READ MORE... →Salient to Investors: Bill Gross at Pimco added to holdings of Treasuries to 38 percent of his fund and added holdings of mortgage securities to 36 percent in June. Gross cut non-US developed nations’ debt to 5 percent, while investment-grade credit holdings were unchanged at 6 percent. Read the full article at http://www.bloomberg.com/news/2013-07-15/gross-adds-to-holdings-of-treasuries-after-tips-losing-bet-1-.html
READ MORE... →Salient to Investors: Gold has been below its 200-day moving average since February 11, the longest streak since the 8 months to March 2001. Last week, holdings in gold ETPs fell 25 percent since peaking in December to the lowest in more than 3 years. Clive Lambert at FuturesTechs.com said gold
READ MORE... →Salient to Investors: Jim Rogers writes: You usually don’t hit a true bottom until most of those people get washed out. Gold will eventually make new highs as its bull market’s not over. Read the full article at http://www.jimrogers.info/2013/07/gold-is-going-to-eventually-make-new.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: William Pesek writes: The best way to approach China’s GDP figures is ignore them – they are much worse than they appear. Industrial production rose just 8.9 percent in June versus 9.2 percent in May, anemic for an export-addicted, developing economy, and will crimp consumption and income growth in half2
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