Improved sentiment to the region
The moment the FTSE 100 broke through the psychological barrier of 7,000 once again last week, up 25% from its 2016 low when it closed at 5,537 on 11 February, should have been cause for celebration.
A decade or so ago, when this column started, I wrote that Henderson was a business which would either be bought, or would have to buy, in order to survive and prosper in the 21st Century global asset management industry.
Passive providers could do everything their active peers do with a little creativity and more joined up thinking, writes David Stevenson.
Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.
Political uncertainty high throughout Europe and the US
Investors should be prepared to see many more announcements like this morning's 'merger of equals' between Henderson and Janus Capital in the near future, writes editor Katrina Lloyd.
Three months on from the Brexit vote that sent shockwaves through the City, asset and wealth managers have had time to reflect on the result, which is now being seen more as another headwind for the sector, rather than a game-changer.
With the majority of selectors recommending the same 20% of funds, FE's Mika-John Southworth explores why 'big brand' funds continue to be favoured despite performance issues.