Asset Classes - EquitiesRSS

What our analysis of more than 10,000 manager moves tells us about star exits

by Sarah Miloudi on May 21, 2013 at 09:59

In what is likely to be one of the most significant manager moves of the year, Richard Buxton’s exit from Schroders led a string of high profile departures across the City.  But what's the secret to success when a star manager departs? We analysed thousands of switches to find out.

FTSE pulls back after reaching 12-year high

by Sarah Miloudi on May 21, 2013 at 08:13

The FTSE 100 has fallen after it soared to its highest level in nearly 13 years on Monday.

Blackrock bolsters real estate offering with acquisition

by Sarah Miloudi on May 21, 2013 at 07:22

BlackRock has agreed to acquire MGPA, an independently-managed private equity real estate investment advisory with a foothold in the Asian and European markets.

Can BT score against BSkyB in new sports TV push?

on May 20, 2013 at 13:20

After much speculation and more than £1 billion of investment, BT has entered sports TV with a bang, promising free Premier League football coverage to its broadband customers.

JP Morgan Private Bank hires SAM Capital Partners' Kennedy

on May 20, 2013 at 10:18

JP Morgan Private Bank has hired SAM Capital Partners Andrew Kennedy as its senior private banker for its UK team.

Polar Capital launches financials trust for ex-New Star man

by Dylan Lobo on May 20, 2013 at 07:54

Polar Capital is launching a trust designed to take advantage of the improved conditions in the financials sector for former New Star manager Nick Brind.

How inventories could drive a euro recovery

by David Campbell on May 17, 2013 at 13:51

For all the obvious problems facing the eurozone, could a major component of its difficulty simply be too much stuff?

GAM: Great Rotation? What Great Rotation?

by Alex McKnight on May 17, 2013 at 13:42

GAM fund manager Alex McKnight believes talk of a 'great rotation' from bonds into equities is overblown and explains why opportunities in the convertibles market look compelling.

Rathbones cuts Strategic Growth fund target on 'financial repression'

by Danielle Levy on May 17, 2013 at 08:01

Rathbones is planning to lower the benchmark on David Coombs's Strategic Growth portfolio to keep the fund within its risk budget against a challenging macro backdrop.

The Expert View: Dixons, 3i Group, AZ Electronic

by Gavin Lumsden on May 17, 2013 at 05:01

A roundup of some of the best analyst commentary on shares, including Afren and Amlin.

Tim Bond: the financial shock that will hurt China

by James Phillipps on May 16, 2013 at 13:37

Speaking at the Private Client Manager Retreat in Hampshire, Odey's macro expert Tim Bond warned on the Tiger's increasing number of special purpose vehicles that 'aren't working'. 

Jupiter's Somerville: Japan needs structural reform to sustain recovery

by Matthew Goodburn on May 16, 2013 at 12:07

Citywire A-rated Somerville says Japan needs structural reforms to be successfully implemented before its sharp recovery becomes truly sustainable.

Impax swings into profit as investors get more environmentally-friendly

by James Poulter on May 16, 2013 at 11:23

Improving economic data and strong fundamentals in resource efficency and environmental markets helped the firm deliver a £1.5 million profit in the last six months.  

Five stocks powering this AA-rated duo's UK mid & small cap fund

by David Campbell on May 16, 2013 at 10:14

An insurer and a housebuilder are among the firms helping Herme's Citywire AA-rated David Stormont and John Leahy deliver stellar performance.

Nigel Thomas identifies disruptive energy as key global opportunity

by David Campbell on May 16, 2013 at 09:31

Citywire AAA-rated Nigel Thomas is backing a series of internationally disruptive changes in energy supply and extraction as a key step change to the global economy.

Aviva adds to £54m restructure bill

by Brian Cantwell on May 16, 2013 at 08:04

Life company Aviva has been hit by £54 million in restructuring costs for the first three months of 2013, but was boosted by strong sales in its UK life and pension business.

Abenomics scores early victory as Japanese growth surges

by David Campbell on May 16, 2013 at 07:37

Abenomics has scored an early victory with resounding first-quarter growth of 3.5%, the highest among the G7 group of developed economies, while Q4 2012 numbers were revised up from zero to 0.3%

Alliance Trust to close US and European equity funds

by Rachael Revesz on May 15, 2013 at 13:21

Alliance Trust Investments will close the £77 million Alliance Trust North American Equity fund and the £59 million Alliance Trust European Equity funds at the end of June as part of its strategic review.

How market timing has been an Achilles' heel for discretionaries

by David Campbell on May 15, 2013 at 13:19

Our data shows wealth managers have missed out on a number of opportunities over the last few months by failing to time markets.

King sees stronger growth & weaker inflation for first time in post-crisis era

by Sarah Miloudi on May 15, 2013 at 11:52

Bank of England governor Mervyn King has said growth in the UK will soon get 'a little' stronger, while longer term inflation should pull back.

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Garrett Fish: what would be even better than the iBond

Giving US companies a tax break on repatriated profits would go down even better than Apple's popular iBond, says the manager of JP Morgan American investment trust.

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