14 May 2013
Morningstar has launched a managed portfolio service for advisers, offering access to five risk/reward profiles.
07 May 2013
Dalton SP’s Nabeel Mughal has cut consumer discretionary stocks and piled the cash into industrials on fears over the strength of US consumer spending.
07 May 2013
Investec’s Alastair Mundy has moved a significant portion of his £2.5bn Cautious Managed fund into gold bullion for the first time following savage price falls for the precious metal.
02 May 2013
UK equity income fund managers have cautioned sterling’s steep decline could harm the sector’s returns later this year as imported inflation floods into the market.
22 April 2013
Stuart Rhodes has moved to quell fears his M&G Global Dividend fund’s performance could become compromised if assets continue to flood in to the portfolio.
12 April 2013
Morningstar has named the ten most popular investment trusts investors paid close attention to during Q1.
11 April 2013
Investors have shown more interest in emerging market funds than any other asset class in Q1, according to Morningstar.
07 April 2013
Following a recent spate of investment trust boards changing fund managers, Jackie Beard, director of closed- end fund research at Morningstar UK, considers the implications of these decisions for investors.
02 April 2013
Morningstar has voiced concerns about the lack of succession planning in the funds industry and the reluctance of groups to hand over large pots of money to young talent.
27 March 2013
As the world adjusts to the Retail Distribution Review (RDR) funds have been impacted alongside other products, but will prices rise (and become more complicated) as a result of the RDR, or will the regulator's goal to lower fund costs be achieved?
11 March 2013
Jackie Beard, director of closed-end fund research at Morningstar, surveys the largest investment trusts.
06 March 2013
Marlborough’s top-performing fund manager Giles Hargreave has admitted it will be difficult for UK small-cap equities to replicate their 2012 performance this year.
04 March 2013
Graham Glass has joined City Financial to spearhead the group’s fixed income operations, as the firm looks to build up its product range in this area.
28 February 2013
Angela Henshall takes a closer look at what investors are expecting from oil prices and their energy market exposure in the months ahead.
25 February 2013
Former Baillie Gifford European small-cap manager David Walton has joined Hargreave Hale to assist Giles Hargreave across his Marlborough small-cap unit trusts and the firm’s VCT products.
Japan has been stuck in deflation for much of the past 20 years. But with a new prime minister, the Bank of Japan’s quantitative easing plans, and a buoyant Topix, there are signs the country is turning a corner. So how can your clients get a piece of the action?
Christine Johnson, manager of the Old Mutual Corporate Bond and Monthly Income funds, gives some examples of names which are helping meet client demands in a difficult fixed income environment.
Falling commodity prices, especially oil, are proving positive for India in a variety of ways. Not only is India a major oil importer but the cost of oil for the consumer is heavily subsidised by the government.
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