Multi-asset
19 April 2012
Canny investors should have heeded the “clear signal” to buy equities in December, as they are set to rise despite the threat of a bear market in bonds, said Investec’s Max King.
18 April 2012
Schroders has launched a Luxembourg-domiciled Global Multi-Asset Income fund for recent hire and multi-asset head Nicolaas Marais.
16 April 2012
Hannah Smith finds out how Apollo Multi Asset Management survived a baptism of fire following its debut in the week Lehman Brothers collapsed
30 March 2012
MAM Funds is preparing to launch a global multi-asset income product for Martin Gray and James Sullivan.
27 March 2012
Tom McGrath and Ian Willings of Apollo Multi Asset Management outline five unknown and unloved alternative ideas to make money against a tough market backdrop.
16 March 2012
Investors are not yet ready to deploy stockpiled cash into equity markets despite the recent rally, said Investec's Max King, as they are "afraid of the bogeyman" or unexpected shock.
08 March 2012
Darwin’s David Jane has bought back into banks for the first time in ‘many years’ in the view they are trading well below book value and can rise significantly from here.
24 February 2012
Aberdeen Asset Management has renamed its £24bn alternative investment offering, which includes its multi-manager range, to better reflect strategies within the business.
23 February 2012
Newton's director of investments Iain Stewart has warned investors using derivatives to diversify returns may face problems during times of market stress, as the industry increases its focus on multi-asset investing.
17 February 2012
In the latest Conjecture debate, our panelists from Aberdeen Asset Management, Rathbone Unit Trust Management and S&P Capital IQ discussed Multi Asset.
17 February 2012
Mike Pinggera, head of multi-asset strategy at Insight Investment, has resigned from his job to pursue other opportunities.
10 February 2012
Owning gilts has made the single largest contribution to recent performance of the £761m Miton Special Situations fund, and there is more money to be made in the asset class, said manager Martin Gray.
06 February 2012
Seven Investment Management (7IM ) has launched an unconstrained fund with a charging structure that is discounted when performance is down.
13 January 2012
As income-producing stocks struggle to make total returns, Steven Andrew uses his fund’s ability to invest in bonds to outperform his peers.
11 January 2012
Ten years on from the introduction of the euro, opinion is divided over whether the troubled single currency can survive another decade, especially in its present form.
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Features
Jerome Booth, head of research at Ashmore Investment Management, reveals the dangers of being a conservative, convention-bound investor during periods of big macro-economic changes.
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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