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Henderson's Beal: the stocks I'm turning to for Tiger growth
Chinese policy is geared to encourage consumer spending and Andy Beal, manager of the Henderson Asian Growth investment trust, outlines the stocks he's backing to capture this growth.
Fund of the Week: Smith & Williamson Far Eastern Growth Trust
Thinking of shopping for a bargain? It could be a dangerous game.
Manager at centre of £8m Martin Currie fine claims he is 'scapegoat'
The Martin Currie manager at the centre of an £8.6 million fine levied by UK and US regulators last week has accused the company of making him a ‘scapegoat’ and waging a ‘smear’ campaign.
Citywire Selection: are the underperformers bouncing back?
We take a look at Citywire Selection’s 20 biggest underperformers in 2011 and analyse their fortunes in 2012 based on their performance this year to the end of April.
Dragon Capital's five reasons to invest in Vietnam
When it comes to Vietnam Dragon Capital knows a thing or two being the largest fund manager in the country. The firm's head of research, Dr Tuan Anh Lee, outlines five reasons why the nation offers an exciting investment opportunity.
Jupiter's Bezalel puts faith in Man Utd and Australia
The three-time European champions remain a key stock pick for Jupiter Strategic Bond fund manager, whose top bet remains Australian government debt.
Jupiter hires Citi analyst to assist Bezalel
Jupiter Asset Management has hired senior credit analyst Hilary Blandy to assist Ariel Bezalel on his Strategic and Dynamic bond funds.
Why Bill Gross has slashed EMD exposure
PIMCO’s bond star lowers exposure to emerging market bonds by almost a third but holds firm on strong support for MBS.
JPM New Europe
JPM New Europe managers Oleg Biryulyov and Sonal Pandit believe a dividend culture is slowly starting to take root in Russia as a focus on stronger corporate governance gains traction.
SPDR ETFs on trends in the Exchange Traded Funds market
The European Exchange Traded Funds (ETF) market is growing fast. In this sponsored video, we hear from both Eleanor Hope-Bell of State Street Global Advisors, who outlines the trends of the market, and a range of leading investors who use ETFs regularly.
Jupiter chases high income with Bezalel bond launch
Jupiter has launched the Dynamic Bond fund for fixed income manager Ariel Bezalel, with the aim of delivering high income as well as capital growth from fixed income securities globally.
Fidelity South East Asia
Fidelity South East Asia manager Allan Liu has been increasing his exposure to domestic facing companies in China, as the country continues its gradual shift away from an export-focused business model to a domestic one.
Barings launches renminbi share class for fund range
Baring Asset Management is launching a share class hedged into renminbi across its fund range, in a move that it believes is a first among retail fund managers in the UK.
Schroders hires four in EM debt relative return drive
Schroders has hired four specialists as part of its strategy to develop its emerging market debt relative return sector.
JP Morgan hires former Aberdeen fixed income head
JP Morgan has hired former Aberdeen Asset Management EMEA fixed income head Charles McKenzie to take charge of client portfolio management and product design for the region.
First State Indian Subcontinent
Sashi Reddy, co-manager of the First State Indian Subcontinent fund, believes that the Indian government’s 50 basis point interest rate cut is ‘too much, too soon’. Reddy points to the newly created Indian consumer price index as evidence that inflation is not at the publicised 28 month low of 6.9% and that coalition pressure on the government has forced the move.
Colin McLean: the market is underestimating China risk
A-rated Colin McLean fears the market is behind the curve when it comes to assessing the Tiger threat, and fears China is now reliant on the US and European recovery.
Gross: central bankers must control atomic credit
With the global banking system levered at least thirteen times, Pimco's Gross is scared. Zero bound rates, he says, will induce serious risks in future years.
Hugh Hendry: China panic to replace morbid Europe fascination
The top Alt Ucits manager breaks a two-year commentary silence and reveals why he is bullish on the US ahead of China, the reasons good managers get fired and why Japan is doomed.
Barings hires HSBC's Chang to front Asian Debt push
Baring Asset Management has hired HSBC Asset Management's Sean Chang as head of Asian Debt to spearhead the firm's concerted push into this market.
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