Analysis

CF Ruffer, Neptune and Newton managers concur that light weighting in financials and UK property has cushioned their portfolios from the crisis

Hendersons' MM suggests macro analysis will grow in importance in tougher conditions

The bond is a unit-linked, non-qualifying, whole life investment contract set up as 1,000 identical ...

Managers agree recent performance has been down to avoiding bad sectors, particularly banks and property, rather than investing in the good ones

Top industry managers believe return of inflation after years of deflation will force investors out of bonds and back into equity markets

Small-cap specialist has produced top-decile returns on F&C UK Dynamic vehicle since taking over from Makis Kaketsis at the end of last year

Strategic bet to stay out of 'overvalued' India and China now paying off for group as these markets suffer major corrections in recent months

The investment objective of the Henderson Multi-Manager Income & Growth fund is to aim to provide an...

Spiralling inflation, market volatility and falling rupee create tough backdrop for Indian fund launches, but managers remain convinced of fundamentals

Sunil Krishnan, financial markets economist for BlackRock's Multi Asset Portfolio Strategies Group (MAPS) presents an update on global markets in the week ending 27 June 2008.