Commodities warning on global growth
One of the opportunities emerging from the resources scarcity challenge is replacement technologies and the adoption of ‘smart' materials. Pieter Busscher, manager of the RobecoSAM Smart Materials fund, highlights the sectors set to grow in popularity...
Two natural resources managers have said commodity-related equities have now reached a floor following several months of falls.
Hedge fund manager Man Group has agreed to acquire fund boutique NewSmith for an undisclosed sum.
The manager of the top fund in the Investment Association Targeted Absolute Return sector in 2014 is short resources companies and long annuity providers as his conviction positions this quarter.
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Schroders has re-opened Paul Marriage's Absolute UK Dynamic fund and is to shift the portfolio to weekly dealing as a result of "declining liquidity" within the UK equity market, Investment Week can reveal.
Multi-asset managers are adopting a range of strategies to protect portfolios if asset class correlations begin to break down, turning to sector-specific investments and raising cash.
'Managers’ active share is key to fund selection'