Veteran US bond manager Bill Eigen said he has never been so nervous about fixed income markets during his entire career, which spans more than three decades.
Which European stocks are bucking the dividend slowdown?
Funds from BlackRock and J.P. Morgan have been added to Sanlam Private Investment's bi-annual list of underperforming income portfolios after a tough year for some of their mandates.
J.P. Morgan Asset Management's Neil Gregson is backing a pair of oil producers in Iraqi Kurdistan as a contrarian buying opportunity.
Investment trust analysts have slapped buy ratings on a number of smaller companies trusts, as recent selling opens up significant discounts in the sector.
THE BIG QUESTION
The Big Question
CF Ruffer Equity & General
US hedge fund billionaire Marc Lasry is planning to launch a distressed debt-focused investment trust for the UK market in September, Investment Week understands.
Part II: Where is the best value: Large, mid, or small caps?
Part II: Is peripheral Europe overvalued?
Part I: Is peripheral Europe overvalued?
Bond managers are becoming more bearish on peripheral Europe corporate debt, turning to core names and the US as spreads tighten to post-crisis lows.
ETF flow data from iShares reveals investors have been selling equities and buying bonds in the first quarter of the year, with the five top-selling ETFs all belonging to the fixed income space.
J.P. Morgan Asset Management's Austin Forey is taking overweights in emerging market countries holding elections this year, in the view their shares could rally after a dismal start to the year.
Skandia is poised to shake up the managed portfolio market with its suite of cut-price model funds, as the first look at WealthSelect reveals half the restricted range is priced at less than 60bps.
THE BIG QUESTION
The TwentyFour Select Monthly Income trust has met its minimum fundraising target despite an increasingly difficult market for trust IPOs.