Lazard manager Pat Ryan is optimistic on the prospects for Chinese banks despite a string of well-publicised problems, and has increased exposure to the sector within his Global Equity Income fund.
Thailand has been gripped by political unrest since November, with its stock market enduring a tumultuous ride over the last seven months, but which funds have maintained their overweights, and how have they fared?
Ahead of IW's Fund Management Summit, to be held on 23-24 September 2014 in London, here is a preview of the event, with thoughts from one of our speakers.
Ahead of IW's Fund Management Summit, to be held on 23-24 September 2014 in London, here is a preview of the event, with thoughts from one of our speakers.
Jupiter vice chairman Edward Bonham Carter has questioned the number of groups launching multi-asset funds, with the majority attracting little interest from fund buyers.
The Wealth Management Association (WMA) has called for a ‘lighter touch' approach to industry regulation as key EU committees face a post-election shake-up.
Buy the rumour, sell the fact? Managers urge caution on India
The FCA has said it will not issue further guidance on inducements, despite growing calls to do so from fund groups.
Allianz Global Investors' European equities team has been buying up former ‘safe haven' stocks which look cheap relative to lower quality peers.
Some of the UK's biggest bond and absolute return funds are shorting short-dated government bonds and buying into long-dated debt in what is being dubbed the ‘curve flattener' trade.