With the dollar at a five-year high against a basket of currencies, and further strength against sterling predicted, Investment Week asks wealth managers which funds they are using to play the trend.
In a year in which active management has struggled severely, Asia-focused funds have emerged as the only major equity grouping in which the average manager has beaten the benchmark.
Tom Walker and Hugo Machin, managers of the Schroder Global Real Estate Investment Trust, explain how the need for liquidity is changing how, and where, funds invest in the property sector.
Europe’s property market retains its appeal due to risk avoidance strategies
US GDP was 3.5% in the third quarter of 2014, significantly higher than the 3% consensus figure forecast by economists.
FOUR Capital Partners is to expand its fund range with the launch of a US mandate run by new hire, and ex-ING manager, Adour Sarkissian.
What are the biggest challenges the senior executives of investment management firms are currently concerned about? Hardeep Tawakley asked three: Hermes' Saker Nusseibeh (left), OMGI's Julian Ide (centre) and Rathbones' Julian Chillingworth for their view from the top
The US economy added 142,000 jobs in August, well under the forecast 230,000 figure, according to latest figures which have prompted a fresh rally in US treasuries.
Gripes over lack of wage growth in the US are misplaced as most investors have failed to differentiate average wages from total wages. Brian Wesbury from First Trust Advisors explains the difference.
Shareholders are pushing for corporate investment to spur topline growth. But poorly invested cash could pose a risk to markets, explains Neuberger Berman US manager Charles Kantor.