Federal reserve
15 May 2012
"APRIL is the cruellest month, breeding Lilacs out of the dead land, mixing Memory and desire, stirring Dull roots with spring rain. Winter kept us warm, covering Earth in forgetful snow, feeding A little life with dried tubers.”
26 April 2012
A move out of safe-haven assets has seen government bond yields spike, but Tim Gardner, co-manager of Legal & General’s Multi-manager fund range, says they should not be dismissed just yet.
26 April 2012
Federal Reserve chairman Ben Bernanke has signalled the end of QE in the US, saying it would be "reckless" to pump further stimulus into the economy unless it sees a sharp deterioration.
25 April 2012
The share prices of US smaller companies – so called small- and mid-cap stocks – have provided investors with outsized returns versus larger companies over the past decade.
15 April 2012
The US economy risks being in a state of gridlock for the crucial last few weeks of the year, irrespective of who wins the November election, according to a leading independent American political analyst.
11 April 2012
The managers of the £98m Melchior North American Opportunities fund have reversed out of defensive names into more economically sensitive sectors, following the string of positive economic data that has emerged from the US in recent months.
11 April 2012
Fund managers are snapping up cheap portfolio insurance ahead of an expected market pull-back, after the VIX index hit pre-recession lows in March.
03 April 2012
Markets moved modestly higher last week, which helped stocks to return one of the strongest first quarters in history.
21 March 2012
Looking ahead in the US equity market, we feel that high-quality stocks with the ability to pay a rising stream of dividends remain attractive.
19 March 2012
Whenever something unexpected occurs, we look for a cause.
27 February 2012
Ani Markova, manager of the Smith & Williamson Global Gold & Resources fund, reveals why 2012 is set to be a positive year for gold equities.
27 February 2012
Bradley George, head of commodities and resources at Investec Asset Management, reveals the key themes behind his positive view on the asset class.
14 February 2012
In comparison to the fears that dominated markets in 2011 investors perhaps have more reason for cautious optimism.
09 February 2012
Société Générale global strategist Albert Edwards has said Bank of England governor Mervyn King and former Federal Reserve chairman Alan Greenspan should be stripped of their knighthoods in light of the same fate befalling Fred Goodwin.
06 February 2012
Leading fund managers are favouring US equities over markets including China and Europe as the appeal of owning dollar assets helps spark a shift into the world’s largest economy.
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Cristiano Migliorini, senior research analyst at UBP Asset Management, examines how call overlays can improve risk-adjusted returns in all market conditions and the ingredients the best strategies should share.
David Boyle, manager on the Aberdeen Private Equity fund, on why investors should take note of this esoteric asset class.
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.
Conjecture
Conjecture is a web conferencing club in association with S&P Capital IQ. With debates on all key issues in the industry, Conjecture has a membership comprising of the UK's leading discretionary asset managers.
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This week: What will happen to the eurozone if Greece leaves?
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12 Jun 2012 - 12 Jun 2012
The Cumberland Great Cumberland Place, London W1H 7DL
05 Jul 2012 - 05 Jul 2012
Royal Albert Hall, London Kensington Gore London, Greater London SW7 2AP
