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Mondial Money

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RMB

Markets followed a v-shaped path in December, moving lower at the start of the month as fears mounted over the outlook for growth in Europe, before rallying in the lead up to the year end.  The MSCI World Index was 4.1% lower for the month by the 19th of December, but rebounded to close broadly in line, spurred by the enhanced credit operations of the European Central Bank (ECB) and signs of economic strength emanating from the US.

In this month’s Focus we reflect on the wide variations in asset class returns during 2011, with emerging market equities having significantly underperformed their developed peers, whilst equities in aggregate lagged the returns on core developed market government bonds.

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An Alternative View

Euro Debt Crisis, new QROPS rules and UK residency

It has been a momentous week for investors seeking to stem decline in their portfolios, for UK pension-holders seeking to transfer their pensions overseas, and for UK expatriates, in general, hoping to avoid paying UK income tax on their hard-earned overseas earnings. In fact, for financial advisers like me, the whole year has been momentous.

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Poisonous Pen

The Year 2011 and the Bamboo – Is there Order in Chaos for Portfolios and Investors

Year end is a time for reflection (this year it seems rather to be nursing wounds) but also spirited resolutions (this year probably more along the lines of we have to do better next year). Last year we made some predictions but this was an exception. This year we want to structure the opportunities and add dynamic rationality to our actions.

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PRODUCT PROVIDERS

Brewin Dolphin Hartleys RMB Investment Services
Royal London 360 Padmakshi  

DISCLAIMER

The information comprised in this section is not, nor is it held out to be, a solicitation of any person to take any form of investment decision. The content of this Web site does not constitute advice or a recommendation by Mondial (Dubai) LLC and should not be relied upon in making (or refraining from making) any decision relating to investments or any other matter. You should consult your own independent financial adviser and obtain professional advice before exercising any investment decisions or choices based on information featured in this Web site.

Issue 20 | January 2012

Mondial in the Media

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Gulf News

Treat assets like clothes, wear them for the season

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The National

Invest for the long term, unless you don't have one

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The Stockpickers

John Goodlad

The Australian

In this issue, John Goodlad looks back at 2011 and forward to 2012 with cautious optimism

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Peter Land

The European

PENNON (PNN.L)

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Rohit Chothani

The Indian

HINDUSTAN UNILEVER (HUVR)
INFRA STRUCTURE DEVELOPMENT FINANCE COMPANY (IDFC)

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News and Offers

Sabrient Systems Selects 13 Top Performing US Stocks for 2012

Annual Baker’s Dozen picks highlight 7 of the 10 basic sectors

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EPITOME - A Project by G: Corp Properties, Mumbai.

An exclusive residential property development has recently been launched by leading property company G: Corp at the gateway to Pali Hill in Mumbai’s Bandra West district.

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Benchmarks

Offshore Funds - Benchmarks & Targets

Offshore Funds - Benchmarks & Targets

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