22 September 2014
Randeep Somel, approaching his one-year anniversary as lead manager on the M&G Global Basics fund, has been busy revamping the portfolio with new stock and sector allocations.
19 September 2014
Franklin Templeton’s Dylan Ball has predicted an equity market rotation to value stocks can continue for another six years at least.
12 September 2014
Polar Capital has launched a Healthcare Blue Chip fund as it expands the range run by Daniel Mahony and Gareth Powell’s specialist team.
12 September 2014
Old Mutual Global Investors CEO Julian Ide, Hermes CEO Saker Nusseibeh and Rathbones CIO Julian Chillingworth examine a variety of industry issues they suggest investors may be ignoring.
10 September 2014
Old Mutual Global Investors' Richard Buxton has highlighted a series of global shocks which could hit equity markets over the next few months as investors return from their seasonal breaks.
26 August 2014
This year Asian markets have been on an upward climb, as the market has brushed aside Thailand's coup and the kindling of a financial crisis in China. Can this optimism be sustained? Paul Hilsley from L&GI explores.
22 August 2014
Political conflicts in Russia and the Middle East show no signs of ending, yet emerging markets have continued on an upward curve. Has investor complacency has set in?
21 August 2014
As Indonesia's high court confirms Joko Widodo as the country's new President, Anthony Cragg from Wells Fargo Asset Management takes a look at what the future holds for markets and the rupiah.
19 August 2014
Jupiter Asset Management’s Derek Pound is to leave after 20 years of service as the group shuts its Global Energy fund, Investment Week can reveal.
14 August 2014
Qatar's government is investing tens of billions in infrastructure ahead of the 2022 football World Cup. Local banks will be big winners - but Qatar's reputation will be tarnished if the World Cup is revoked, explains Nick Wilson, chairman of the Qatar Investment fund.
13 August 2014
Schroders is set to merge its Global Climate Change fund into the QEP Global Core fund at the end of September.
11 August 2014
Billion-dollar fines and coherent mistrust suggest business ethics have failed. Neville White, head of socially responsible investment policy and research at Ecclesiastical Investment Management, asks if they can be repaired
04 August 2014
Assets have become expensive, and the threat of interest rate rises could mean significantly reduced returns for investors. Gregory Lenoir, head of asset allocation at Lombard Odier, explores the best allocation for assets today
31 July 2014
The deep recession in the US and subsequent sluggish growth has led some experts to suggest the market is suffering economic hysteresis - or permanent damage to potential growth and employment, explains Robert Jukes from CGWM.
22 July 2014
Asian income is a game of two halves, with the region dividend between cash hoarding markets and those with an established dividend culture. Margaret Weir, investment director at Eastspring Investments spells out the best and worst markets - including the world's worst offender.
With globalisation under pressure, Samy Chaar, strategist at Lombard Odier, asks if a new mantra of regionalisation and non-dollar currency trading could become the norm
Ewan Thompson, manager of the Neptune Emerging Markets fund, analyses which BRIC economies have started the reform process, and how much further they have to go
India is going to surprise investors by its pace of reform, and the best way to tap the change is through investments in steel, coal and autos, explains BlackRock's Andrew Swan.
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