m&a

The deal announced today is a neat swerve by Henderson to pick up Gartmore on a two for three shares basis, which allows everyone involved to walk away with a semblance of dignity and begins to draw a line under a tricky period, to say the least.

ON EMERGING MARKETS

ON UK GROWTH

ON NORTH AMERICA

TECHNICAL

An oil and gas overweight has been the biggest driver of outperformance for the £99m J.P. Morgan Smaller Companies investment trust over the past year.

THE ALCHEMIST

ASSET.TV INTERVIEW

Large caps are offering once-in-a-decade opportunity on a valuation-and-yield basis, according to Mark Barnett, manager of the Invesco Perpetual Strategic Income fund.

Man Group has completed its purchase of GLG Partners, creating a diversified fund group running $63bn of assets.