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.
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.
by Matthew Goodburn on May 13, 2013 at 11:11
First State to soft close its top performing Global Emerging Markets Leaders fund to new investment.
by Sarah Miloudi on May 13, 2013 at 08:07
Despite retail sales of funds hitting a five-year low, BlackRock and Standard Life Investments defied asset managers' poor first quarter to enjoy strong flows into some of their most popular funds.
by Gavin Lumsden, Chris Marshall on May 10, 2013 at 05:01
A roundup of some of the best analyst commentary on shares, also including Morrison and Supergroup.
by David Campbell on May 08, 2013 at 11:37
Value may have become increasingly hard to find in the US over the past couple of months, but Liontrust managers Jan Luthman and Stephen Bailey are backing pharmaceuticals to enter a multi-year rerating.
by Matthew Goodburn on May 08, 2013 at 11:18
The Asia Pacific veteran remains in cautious mode, wary of high yielding companies that can't deliver, and Singapore's overheating property market.
by Matthew Goodburn on May 07, 2013 at 15:15
GLG Japan CoreAlpha's Neil Edwards says Japan's liquidity-driven equity rally has gone too far, too quickly.
by Emma Dunkley on May 02, 2013 at 11:35
The focus may be on unsustainably low sovereign debt yields, but Invesco Perpetual’s co-head of fixed interest Paul Causer has warned that high yield is overvalued and investors in ‘cocos’ are at significant risk of losing capital.
by Alastair Mundy on May 02, 2013 at 11:16
Despite falling 20% since October, the precious metal may still retain its allure as central bankers continue their huge financial experiment, writes Alastair Mundy of Investec Asset Management.
by Matthew Goodburn on May 01, 2013 at 17:33
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.
by Emma Dunkley on May 01, 2013 at 14:37
Invesco Perpetual’s Neil Woodford is known for his big, defensive bets, but the manager also puts money to work in smaller start-ups. Wealth Manager was given an insight into why they caught his eye.
by James Phillipps on Apr 25, 2013 at 08:56
The consumer staples giant has increased its shareholder payout on the back of solid results driven in part by strong emerging market demand.
by Frank Talbot on Apr 24, 2013 at 17:47
Citywire AA-rated Stuart Rhodes, manager of the £6 billion M&G Global Dividend fund, believes the quality end of the equity income spectrum is starting to look expensive. As a result, he has reduced exposure to consumer staples from 19.5% to 12.7% over the past 15 months.
by Sarah Miloudi on Apr 24, 2013 at 16:25
Jupiter's Chris Watt will take over Philip Matthews' Growth & Income and UK Alpha funds, while Alastair Gunn is to lead Anthony Nutt's High Income fund.
by Emma Dunkley on Apr 24, 2013 at 12:12
Fidelity Worldwide Investment’s bond fund manager Ian Spreadbury believes the impact of aggressive quantitative easing could see UK government bond yields drop below 1% and even turn negative.
by Matthew Goodburn on Apr 23, 2013 at 13:05
As the BlackRock Gold & General fund marks it 25th year we speak to current manager Evy Hambro on the recent sharp correction in the precious metal's price and why he is determined to get firms to boost dividends.
by Chris Marshall on Apr 19, 2013 at 08:57
Miners lift FTSE but 'correction' doubts linger after weak start to the second quarter suggests a repeat of a pattern seen in recent years.
by David Campbell on Apr 18, 2013 at 07:38
Jupiter overcame an advisory market on
‘hiatus’ following the launch of the retail distribution review in the
first quarter to report net new fund flows of £209 million to total
assets £29.1 billion
by Emma Dunkley on Apr 17, 2013 at 14:40
Schroders has recruited Jupiter’s Philip Matthews to take on the reins of Richard Buxton’s UK Alpha Plus, but how do the two managers compare?
