Axa
08 May 2012
European companies trading on high price/earnings ratios amid a cheap market can still deliver strong returns for investors in the coming years, according to Mark Page, co-manager of the Artemis European Opportunities fund.
23 April 2012
Investors are concerned recent sharp moves in Apple’s share price are distorting returns for the wider US market, suggesting some indices may have to be rebalanced to lessen the tech giant’s dominance.
20 April 2012
Monetary Policy Committee member Adam Posen’s surprise decision to curtail his calls for further quantitative easing in the UK raises questions over the Bank of England’s next move.
17 April 2012
AXA IM manager Julian Thompson has questioned the findings of a McKinsey study which suggests a ‘funding gap’ may reshape global markets over the next decade.
05 April 2012
As data from China shows growth is already slowing, managers assess the government’s response and the implications for investors.
30 March 2012
Caspar Rock and Hans Georgeson tell Katie Holliday how Architas has weathered market storms and is positioned for a post-RDR world.
12 March 2012
After a four year hiatus, Vladimir Putin won back the Russian presidency last week. Managers debate the consequences of his victory.
07 March 2012
In this Q&A Merlin manager and Jupiter CIO John Chatfeild-Roberts explains his thinking on financials and his fears over the impact of quantitative easing.
01 March 2012
The economic background in the UK is expected to be sluggish at best in 2012.
20 February 2012
Discussions around what the post-RDR landscape will look like have tended to focus on cost and share classes but what of fund choice in 2013 and beyond? How many funds will remain in existence and how many providers?
16 February 2012
Axa Wealth has seen assets under management climb to almost £19bn in 2011 despite the turbulent market.
02 February 2012
Equities are likely to post gains in 2012 whatever the outcome of the sovereign debt crisis in Europe, according to Richard Peirson, manager of the £347m AXA Framlington Managed Balanced fund.
16 January 2012
First State’s Martin Lau has beaten stars including Invesco Perpetual’s Neil Woodford and Neptune’s Robin Geffen to see his Greater China Growth fund ranked the most consistent performer over the three years to the end of 2011.
09 January 2012
The IMA could be ready to launch its delayed fourth Managed sector in the coming months, following a pick-up in interest from fund groups.
16 December 2011
2011 has been a year when some of the most popular emerging market managers paid the price for the breakneck growth of recent years, with investors fleeing to safe havens as equities tanked amid the eurozone debt crisis.
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Video
Henderson’s fixed income manager Jenna Barnard, co-manager of the group’s £1bn Strategic Bond fund, discusses the outlook for bond markets and the implications of the European Central Bank’s second Long Term Refinancing Operation.
Bull/Bear
The first quarter saw a significant improvement in sentiment. Equities rallied, bond prices fell and briefly it looked like things were getting better. Some of this enthusiasm is understandable.
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