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Where can selectors find decorrelation?

07:01 | 03 July 2009

Leading Italian fund selector Paolo Rossi reveals where he is finding decorrelation as he seeks to reduce risk in his portfolios.

The risks of hedge fund and Ucits III convergence

12:32 | 02 July 2009

In the third of a three part video series looking at the absolute return sector, fund selector Giuliano Anselmo from Polaris warns on the risks he sees in hedge fund managers moving into the Ucits III area

Absolute returns: limiting volatility is key

06:30 | 01 July 2009

Leading Italian fund selector outlines how absolute return managers should be judged: part two of our video series focused on this sector.

Absolute returns: fund selector finds great opportunities

14:17 | 30 June 2009

How are fund selectors using absolute return strategies? In the first of a series of videos, one selector outlines the opportunities he sees in this sector.

Top economist Bootle: this is not a recovery

06:30 | 29 June 2009

Leading economist Roger Bootle tells fund selectors that interest rates could stay at near-zero for the next five years, investors pinning their short-term hopes on the Chinese consumer may be disappointed, and that an accelerating recovery is a long way off.

Cabinet: Guy Monson part two - are Brazil, India and China still 'emerging'?

07:00 | 25 June 2009

Recent forecasts from the IMF should provide a 'huge wake-up call' to investors to shift portfolios towards emerging markets - but watch out for a revaluation of sterling, warns Sarasin's Guy Monson.

Cabinet: Roger Nightingale - another decline around the corner?

07:00 | 24 June 2009

Economist Roger Nightingale discusses why reports of green shoot sightings are mistaken, what Gordon Brown is doing wrong, and why Asia has weaker economies than most observers claim.

Fidelity's Lodha: The importance of differentiating between commodities

14:27 | 22 June 2009

Not all commodities offer good value despite the likelihood of an inflationary environment in the long term, argues Amit Lodha, manager of the Fidelity Global Industrials fund.