Baillie Gifford

India's new prime minister is "bold and decisive", but investors should not underestimate the deep rooted problems the economy faces, explains Roderick Snell, manager of the Baillie Gifford Pacific fund.

BENCHMARKING

Baillie Gifford's Stephen Rodger has argued fellow bond managers are unprepared for Japan-style deflation which is on the horizon in the West.

Fund managers who made their names in rising emerging markets have endured a tougher time for much of the last year, but who has weathered the storm and come out on top?

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.