Ross Teverson, Jupiter’s global emerging markets (GEM) head of strategy, has introduced formal sector analysis responsibilities across the team for the first time and scaled back the number of holdings in his new portfolios.
Accessing three ‘closed’ strategies via investment trusts
Last week, Neptune announced an overhaul of its research and business operations following disappointing fund performance in recent years.
The investment trusts for 2015 outperformance
The IMA is consulting on scrapping current labels for the Managed sectors in favour of more simplified A, B, C, D categorisation.
Managers in Global Emerging Markets sector are waiting for an end to EM tightening cycles and resolution of eurozone crisis
Slight changes in performance is all that separates the leaders and the laggards in diminutive sector.
The Active Managed sector has suffered from market volatility in the short term, but managers have held their nerve.
Emerging market debt exposure drives long-term returns for funds in IMA Global Bond sector, while government debt is short-term winner.
Risk aversion continues to rule as gold funds top charts in short and long term.
Lack of financials exposure helps sector outperform other peer groups over one year but headwinds are building.
Managers who feared lower rates for longer shine, while optimists lose out following months of turmoil in global markets
Past six months in bond markets have seen a reversion to ‘safe haven’ assets such as gilts and treasuries
Floundering economic growth and political stalemate have rocked investors in the IMA North America sector
European investors who pumped billions into high-yield bonds in first half of 2011 could see asset class faced with rising default rates.
Better-performing peripheral markets offer some protection during difficult few months in Asia ex Japan sector.
Investors should wait six months before buying a newly-launched fund, and then only if it has already posted strong performance, according to analysis carried out by Dennehy Weller & Co.
Release of emergency oil reserves has compounded fragility of commodities markets.
Study shows recovery in real estate prices is driving institutional investors back to sector.
IMA China/Greater China sector is an enigma as top performer over five years but second worst over past six months
While the IMA considers how to rename the Managed sectors, Cautious mandates storm ahead of peers over testing three years.
Asset flows in the Absolute Return sector hold firm despite period of lacklustre performance and high correlation between asset classes
Top performers reap rewards from mid and smallcaps, as they outstrip larger peers
Investors reluctant to seize growth opportunities as social media firm’s flotation sparks technology bubble fears.