Aberdeen Asset Management has almost finished transforming listed portfolio Bramdean Alternatives from a hybrid multi-asset class vehicle to one focusing solely on private equity funds.
Thames River Capital's Peter Geikie-Cobb has begun hedging long-duration treasuries held in his £770m Sterling Global Bond fund, in the view the Federal Reserve may tighten monetary policy.
The manager of the Dalton Strategic Partnership MST European fund is adding an extra 20% market exposure after noting a fall in volatility to pre-Lehman Brothers levels.
Chris Rice has moved his Cazenove European fund to an overweight in media, technology and business services ahead of an expected surge in capital expenditure that will benefit the sectors.
Paul Brain plans to increase his allocation to developed market sovereign debt in his Newton Global Dynamic Bond fund from 5% to 30% over the next few months.
Much of the financial media's focus this week was on Goldman Sachs, US hedge fund Paulson & Co, the SEC, and problems with complex mortgage-related instruments.
The Securities and Exchange Commission (SEC)'s charges against Goldman Sachs lend impetus to the call for tighter banking regulation, says Cazenove's Paul Harvey.
The FTSE 100 fell 0.16% to 5,774.29 in early trading, despite British Airways shares rising this morning.
Edinburgh Partners' Dale Robertson has retained his position in Ryanair despite the budget airline's shares falling 4.5% during the UK flight ban.
A lack of timely and equitable release of corporate information in emerging markets has prompted James Thomson to veto trades on exchanges in India, China and Russia.