Baillie Gifford

Majedie Asset Management is ready to launch two new funds - Global Equity and Global focus - for a recently hired team as it expand into global equities.

Investors are again warming to Japanese equities due to cheap valuations, a shake-up in the domestic investment market, and rising inflation.

Majedie Asset Management has hired Fidelity's Adrian Brass as it prepares a push into the global and US equity space via three fund launches next month.

Investors backing Google are set to profit from billions of dollars of video advertising revenue over the next few years, a Baillie Gifford American fund manager has predicted.

Baillie Gifford's Sarah Whitley has reduced the number of stocks in her £261m Japan investment trust in a move to make the portfolio more concentrated.

Last week Investment Week held its Senate Investment Conference, encompassing 11 top speakers from leading asset managers who presented over the course of the two-day event.

Value is drying up among the largest investment trusts in the market, with discounts shrinking as buyers favour more liquid products.

COMMENT

ON EMS

Scotland's £800bn fund management industry has begun to step up contingency plans in the event the country's populace votes for independence this September.