Multi-asset

J.P. Morgan Asset Management's Neil Gregson is backing a pair of oil producers in Iraqi Kurdistan as a contrarian buying opportunity.

ALTERNATIVE BETA

FUND GROUPS

MULTI-ASSET

With banks offloading assets and the Spanish stock market on the up over the past 18 months, some see now as a good time to invest in one of the biggest losers of the eurozone crisis.

Former SWIP duo Mark Harries and Simon Wood are to take over the Aberdeen multi-manager range as Aidan Kearney exits and Graham Duce moves to the multi-asset team, Investment Week can reveal.

Property fund managers are assessing ways to mitigate the potential impact of soaring inflows as the sector becomes increasingly popular with investors.

The latest sales figures from the IMA show property was the bestselling sector in May, but Charles Stanley Direct's head of investment research Ben Yearsley said many investors are piling in too late and have missed the rally in the asset class.

The market is pricing disinflation in to longer-dated government bonds, and rather than causing concern, this trend will be positive for markets, argues John Stopford, co-head of Investec Asset Management's multi-asset team.

For several years investors have looked at energy stocks through the spectrum of the US shale gas revolution. But the ISIS insurgency threatening Iraq is providing a reminder that oil security is a real concern, explains Guinness Global Energy manager...