International equities
19 March 2012
Money printing by developed world central banks is the equivalent of throwing gasoline on a fire and could damage the global economy in the long term, said Legg Mason's David Nadel.
12 July 2011
Dalton SP’s Peter Kaye has slashed his exposure to energy and technology sectors in favour of defensive stocks on negative US sentiment, but forecasts a bounce back in the US equity market.
30 June 2011
Greg Woodard, lead manager of the £1.4bn GAM Star US All Cap Equity fund, has said the end of the second round of quantitative easing in the US has already been priced in to equity markets.
21 June 2011
Japan's manufacturing sector has beaten expectations following March's earthquake and tsunami, said Bill O'Neill, chief investment officer of Merrill Lynch, who sees further upside in Japanese equities.
09 June 2011
US banks and companies are bullish on the economic outlook despite bleak headlines, said David Forsyth, co-manager of Tom Walker’s £693m Martin Currie North America fund.
05 April 2011
Martin Currie is planning to broaden the investment remit of Tom Walker’s Portfolio investment trust by converting it into a pure global equities trust.
27 October 2010
BNY Mellon Asset Management has launched a Latin America Infrastructure fund through its subsidiary BNY Mellon ARX Investimentos, a Brazilian boutique.
18 October 2010
Threadneedle’s Cormac Weldon has reduced his fund’s allocation to banks after being hit by consolidation among cyclical stocks earlier this year.
15 March 2010
The volatility of the past two months experienced not only by US equities but across the world has been interpreted as evidence last year’s so-called ‘dash to trash’ is nearing an end.
01 February 2010
Following unprecedented government intervention, the US equity market has rebounded over 70% from lows experienced less than year ago.
18 January 2010
This week’s panel debates the experience of investors in the European equities sector
14 December 2009
Hail Dorothy, the wicked witch is dead! In the classic movie, the Wizard of Oz, this is the ending of one era and entering of another.
21 September 2009
European equities have enjoyed a strong rebound in recent months as business and consumer confidence indicators have started to improve, and investors anticipate the beginnings of a global economic recovery.
31 August 2009
Managers Harker and Edwards break from 2008 position to outperform Japan peer group
31 August 2009
The S&P 500 has risen more than 40% since the lows witnessed earlier this year.
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Features
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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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