Guy de Blonay has turned over 20% of the £900m Jupiter Financial Opportunities fund, selling out of major Chinese banks and buying into US financials.
Goldman Sachs Asset Management chairman Jim O'Neill is convinced about global and US economic recoveries
As the top-performing sector of the past year, North American Smaller Companies bested even technology, despite swings in market sentiment
OMAM Strategic Bond manager explains bearish stance on traditionally safe-haven currency and how this affects view of sovereign bonds
The Dow Jones is trading in the red after lower than expected US retail sales figures weighed on investor sentiment.
GLG has launched a Ucits III absolute return version of its North American Opportunity portfolio, a Cayman-domiciled hedge fund.
SWIP is planning a raft of new products to follow the establishment of its US fixed income base.