Markets
News by: Matthew Goodburn
Ecclesiastical Higher Income
Ecclesiastical Higher Income manager Robin Hepworth reduces the fund's bond exposure to a five-year low.
Jupiter's Somerville: Japan needs structural reform to sustain recovery
Citywire A-rated Somerville says Japan needs structural reforms to be successfully implemented before its sharp recovery becomes truly sustainable.
First State stems inflows into Asante's €4.9bn GEM Leaders fund
First State to soft close its top performing Global Emerging Markets Leaders fund to new investment.
First State Asia Pacific Leaders
Angus Tulloch, manager of the First State Asia Pacific Leaders fund has warned of the negative impact of sustained rising oil prices on Asian economies.
Angus Tulloch: buying high yield like 'riding a tiger'
The Asia Pacific veteran remains in cautious mode, wary of high yielding companies that can't deliver, and Singapore's overheating property market.
GLG Japan Core Alpha
GLG's Edwards: Japan needs a healthy correction
GLG Japan CoreAlpha's Neil Edwards says Japan's liquidity-driven equity rally has gone too far, too quickly.
Investec's van Pittius: BoJ has muddied waters but EM currency still undervalued
Investec Emerging Markets LC Debt co-manager Werner Gey van Pittius says the monetary easing policy sparked by the Bank of Japan (BoJ) and the Cyprus debt crisis have made it hard to assess the relative value of emerging market (EM) currencies in the past few months.
Investec Emerging Markets Debt
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On Citywire today
Aberdeen Live supplement: Fundamentals point to ongoing flows and solid returns from EMD
After a record year for inflows and market-leading performance in 2012, emerging market debt has taken a large step towards the mainstream. Our recent debate covers the outlook for the asset class this year and where opportunities can be found.
Wealth Manager features
Citywire TV
Why value-sapped private equity may still be worth a punt
Private equity trusts are no longer the value play they once were, however Pantheon's Andrew Lebus explains why they still deserve a place in investors' portfolios.
Sponsored: An uncompromising approach to income
In the current income environment, an understanding of the challenges and opportunities present is crucial to uncovering yield. Read more on this topic in the Income Opportunities supplement, in association with Lazard Asset Management.
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