Elena Shaftan is the head of Jupiter's emerging European team and manager of the £626m Emerging European Opportunities fund with Ingrid Kukuljan. Here she explains her fund positioning, why she does not subscribe to the ‘bigger fool' theory, and why the...
The EU summit on 4 February passed off with surprisingly little drama. The EU nations for once decided to avoid interesting public rows on the future of the euro.
GLG has launched a Ucits III absolute return version of its North American Opportunity portfolio, a Cayman-domiciled hedge fund.
LVAM's Graham Ashby has decreased his position in BP, predicting "stodgy" performance following a rally in the share price.
Martin Gray, manager of the Miton Special Situations portfolio, explains why high levels of real estate and consumer debt will cause further problems for an over-geared banking sector.
Swiss & Global has launched a fund investing in the emerging economies of China, India and Indonesia.
SWIP is planning a raft of new products to follow the establishment of its US fixed income base.