The 12 themes that shaped 2011

clock

We look at key themes and events that have impacted investment over the past year.

No-one can dispute 2011 has been an eventful year for financial markets, and even the most hardened bottom-up stockpickers have had to rethink the influence of top-down macro events on their portfolios. Against a backdrop of the eurozone debt crisis, the survival of the euro hanging in the balance, a devastating Japanese earthquake and whipsawing shares and commodity prices, it has been a challenging year for investors. Meanwhile the asset management space has seen clampdowns on certain types of investment, the threat of a bigger regulatory challenge than RDR, and a wave of takeover a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA launches consultation on private stock market

FCA launches consultation on private stock market

Move follows Mansion House commitment

Linus Uhlig
clock 17 December 2024 • 3 min read
Partner Insight: Is FOMO overruling investment basics?

Partner Insight: Is FOMO overruling investment basics?

In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.

Orbis Investments
clock 16 December 2024 • 3 min read
Special situations: How to spot a good management team

Special situations: How to spot a good management team

'We prefer management teams that are considered rather than overly promotional'

Henry Flockhart and Andy Gray
clock 10 December 2024 • 5 min read