He explains why the risk exposure in the fund has been reduced over 2012 and why the allocation to US equities has been reduced dramatically. This is a move that coincides with a large increase in exposure to European equities, through one of SLI's in house funds.
- Has ‘sales’ become a dirty word in wealth management?
- The case for buying FX-hedged ETFs 1
- Smart beta: viable pure passive alternative or sales gimmick?
- Robo-advisers: next big thing or passing fad?
- What's so special about special administration? 1
- Are these three wealth firms prime takeover targets? 2
- Are Rathbones and Close plotting Duncan Lawrie bids?
Woodford lifts Allied Minds stake past 23%
The star manager has lifted his stake in Allied Minds, after backing a fund raising of subsidiary earlier in the month.
- Most Asian shares decline after holidays
- Monday Papers: Greece to miss IMF payments
- Asian markets gain led by China stocks
- Sunday Papers: Vodafone investors want £120bn Liberty deal
- Saturday Papers: Amazon starts to book UK sales in Britain
- BlackRock's Reid: Finding opportunities in Greece and Russia
Charlemagne's Mayo on finding the micro story in EMs
Julian Mayo explores Latin America and South Africa for the best micro stories
Copia's Erdem on the ETF market
In the first of a series on Smart Beta, Markit's Simon Colvin and Copia Capital's Dr Evrin Erdem discuss QE, ETFs, and Euro equities
Aberdeen's Radano on where to find US income opportunities
Fran Radano of the North American Income Trust identifies some of the areas he believes offer the best opportunities.
Profile: The Brewin & Barclays alum bringing the City to Brighton
Stepping away from the corporate world was a big step for David Pegler and Tim O’Connor when they founded Brighton Capital Management