Renewed yen weakness could bring about a fresh global currency war resulting in a 'tidal wave of deflation' in China and the West, Société Générale's Albert Edwards has warned.
Henderson Global Investors has made a trio of acquisitions in Australia which will add £5.7bn to its assets under management across fixed income, equities and commodities.
Most equity measurements - from CAPE to earnings yield - suggest the US market is significantly overvalued. Geoff Legg, investment manager at Kennox Asset Management, explores the options for investors who still want exposure to the market
Evenlode Income manager Hugh Yarrow identifies ten stocks he expects to product long-term sustainable dividend growth.
M&G is bringing its top quartile Japan funds in-house, changing manager on its Smaller Companies portfolio, and adding a co-manager to its European Smaller Companies fund.
Vincent Chailley, CIO of H2O Asset Management
As equity markets trade near record highs and valuations exceed historical averages, the investing environment appears to us ripe for new sources of returns. In this environment, long/short equity strategies may be well positioned to pick winners and...
Querns Asset Managers has appointed small-cap specialist Downing as the investment manager of the Monthly Income fund, to work alongside current manager Stephen Whittaker.
Sanditon has launched a new UK fund for Julie Dean, nine months after she left Schroders to join the firm.