23 April 2014
Some of the UK’s biggest wealth managers are turning positive on emerging markets as months of poor performance and outflows begin to reverse.
08 April 2014
Standard Life Investments’ EM managers Alistair Way and Mark Vincent are looking to stocks in the ‘fragile five’ countries to generate performance in their funds.
02 April 2014
Morningstar has announced the winners of its annual fund awards, with Invesco Perpetual and Fidelity among the fund groups to take home major accolades.
02 April 2014
Investors are becoming increasingly concerned an increase in exposure to small and mid-cap stocks by UK All Companies funds could leave them vulnerable to a correction.
25 March 2014
Jackie Beard, director of closed-end fund research at Morningstar, argues investors must understand the reasons behind IT discounts in order to choose the right portfolios.
20 March 2014
Skandia is poised to shake up the managed portfolio market with its suite of cut-price model funds, as the first look at WealthSelect reveals half the restricted range is priced at less than 60bps.
17 March 2014
Laura Dew asks Giles Hargreave about the surprise drivers of the Marlborough UK Micro-Cap Growth fund over the past 12 months.
17 March 2014
Richard Romer-Lee’s recently launched consultancy firm Square Mile Investment Consulting & Research is set to launch a ratings service and a recommended fund list.
11 March 2014
Richard Romer-Lee's Square Mile consultancy has poached another research analyst from Morningstar OBSR as head of risk based solutions research.
10 March 2014
Richard Peirson has run the £580m AXA Framlington Managed Balanced fund for 20 years this month, and has produced top-quartile returns over that timeframe.
03 March 2014
The UK retail sector has been a cause of concern for the government with consumer spending down this year, but which retail stocks are managers backing?
28 February 2014
A concentration of flows among an increasingly small pool of funds is prompting buyers to turn away from the biggest players due to fears over performance, liquidity and communication.
24 February 2014
Fiona Harris, client portfolio manager in the US equities team at J.P. Morgan Asset Management, explains how to outsmart the world’s largest stock market.
19 February 2014
Frontier markets delivered a positive return in January, as local ‘sticky money’ stayed put in the face of heavy outflows from EMs.
17 February 2014
AXA Framlington UK Mid Cap manager Chris St John has said now is a “good time to be cynical” as signs emerge of increasingly bullish activity in markets.
Foreign exchange markets are at a significant juncture, with currency misalignment likely to increase in the second quarter, writes Neil Staines, head of FX trading at The ECU Group.
Alain Defise, investment manager at Pictet Asset Management, argues emerging market corporate bonds offer a way to tap into the ‘dynamism’ of the developing world, while shielding investors from the volatility associated with emerging currencies and stocks.
Returns from European high yield are low, leading many investors to look elsewhere. But technical support is still in place and the outlook is sanguine, says Alliance Trust investment's Kenny Watson.
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