26 January 2015
Central banks are still working to reflate asset prices while investors chase yield. This means ABS are prime candidates for top performance this year, says Jim Caron, portfolio manager at Morgan Stanley Investment Management.
26 January 2015
The wonderful thing about the plunging oil price is its utter unpredictability. It is the greatest ‘Black Swan’ of this decade so far.
11 December 2014
On paper, UK equities – especially those within the FTSE 100 – should be tearing away right now. The UK economy, despite being a tad lopsided (much too focused on consumer spending and its housing market), is growing strongly.
28 October 2014
Returns on a typical 60/40 US equity and fixed income portfolio over the next decade may be half those seen over the previous 50 years, according to Morgan Stanley strategists.
14 October 2014
Rapid releveraging following the financial crisis has seen the amount of corporate debt issued rise to dangerous levels. But is it a disaster waiting to happen?
18 August 2014
Matthew Stanesby, investment director at Close Brothers Asset Management, tells Investment Week why he is avoiding ‘asset gatherer’ fund managers, and why he is considering reinvesting in EM debt.
18 August 2014
What is a good old-fashioned value investor to do in our topsy turvy markets?
04 March 2014
As the latest figures from the IMA show Absolute Return funds have seen their highest retail sales for over four years, Standard Life Investments' phenomenally successful GARS fund is starting to face more competition from peers.
10 February 2014
David Pinniger, manager of Polar Capital’s new Biotechnology fund, casts an eye over a rapidly developing and maturing market.
27 January 2014
The UK’s best-known institutional manager is branching out into the wholesale market. Hardeep Tawakley meets Harriet Steel, the head of business development leading Hermes’ historic move to retail.
24 January 2014
Fresh plunges in the value of emerging market currencies have send equities sharply lower this morning, with an analyst downgrade adding to the pain for EM-focused Aberdeen.
17 January 2014
Anna Fedorova asks James Calder of City Asset Management which funds and asset classes he expects to outperform this year.
06 December 2013
Octopus Investments’ multi-manager team reveals the overlooked funds to watch in 2014.
05 December 2013
Smith & Williamson has appointed Morgan Stanley's Michael Pagliari as investment management partner, its fourth hire in the investment management division in the last two months.
02 December 2013
As our collective thoughts turn to Christmas, mince pies and excessive consumption of wine, I sense tactically inclined investors might want to turn a tiny bit more cautious.
Financial services has witnessed a number of famous apologies over the years linked to fraud, rogue trading, and even train fare dodging. Investment Week remembers the most notable, and the ones which never were.
China’s global reach could widen if the MSCI China Emerging Markets index is opened up to domestic stocks and the IMF decides to include the renminbi in its special drawing rights currency basket this year. Nitesh Shah, associate director, research, at ETF Securities, analyses what the two events could mean for investors.
Fidelity's Leigh Himsworth is investing in wealth management companies as a key theme within his UK Opportunities fund, in the hope M&A and pension reforms will boost the sector.
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