Markets

BoE chief asks 135 groups for liquidity information

Managers of the Ruffer Investment Company have raised exposure to sterling on the portfolio to its highest position ‘for many years'.

Geir Lode, head of global equities at Hermes and manager of the Hermes Global Equity fund, has identified five technology stocks that may not necessarily be 'empire-building' but still offer sustainable returns for shareholders.

How manageable are economic threats?

Greece has finally reached a bailout deal with its lenders after 23 hours of talks, which will see a further €85bn package handed to the struggling country.

James Budden, director at Baillie Gifford, says, managers need to start labelling performance over short periods as just noise, rather than allowing it to feed into portfolio constructions

Despite their age, investment trusts are becoming ever more specialist and diverse. Nick Greenwood, manager of the Miton Worldwide Growth investment trust, highlights the closed-ended opportunities in timber, German property, and UK smaller company specialists...

Mark Sherlock, lead portfolio manager of Hermes US SMID Equity fund, analyses which market cap is likely to perform best when the Federal Reserve finally decides to raise rates

Fund managers are concerned the Chinese central bank's shock move to devalue its currency could lead to the renminbi depreciating further, sparking heightened capital flight from the region and the rest of Asia.

M&G has seen £3.4bn retail net outflows in the first six months of the year and has warned profits are expected to be "dampened" for the rest of the year as investors continue to shun fixed income funds.