Morningstar downgrades Blackrock fund as doubts emerge over Andrew Swan successor
Co-manager Alethea Leung shows up Stephen Andrews with stock-specific insight in a meeting with the research house
Author: Drew Wilson
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Eastspring liquidates funds in Asia on coronavirus outflows
Fixed income funds had held equivalent of £6bn before mass redemptions
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Active funds most vulnerable as Morningstar overhauls rating system
Ratings provider is paying more attention to fees in global shake-up
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David Bellamy: Woodford’s fund drifted widely from his SJP mandate
Former SJP boss touts the benefits of segregated mandates as replacement managers turnaround performance
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Jupiter rebrands financial fund for fintech focus
JP Morgan and Citigroup remain top holdings despite shift in investment focus
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Richard Buxton: ‘We’re not immune to fee pressure’
Merian boss admits leveraged spin-out comes with risks this late in the cycle
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Sector investing the focus for 2017 – Citi
Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment, explains to FSA the 2017 landscape from a fund selector’s perspective.
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Modi’s daring reform move gets little notice
Overshadowed by the US presidential election last week was a “bold and historic” move by the Indian government to ban 500 and 1000 rupee currency notes, which is expected to be “transformational” for the economy in the medium term, asset managers said.
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McKinsey: Asset management to see explosive change
McKinsey & Co cited five trends that they expect will cause a “once-in-a-generation shift in competitive dynamics”, completely shaking up the asset management industry.
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Trump wins, investors stunned
Donald Trump has won the US presidential election, riding a wave of global anti-establishment sentiment and in a Brexit-like manner, upending the status quo. Republicans also won a majority in both the Senate and House of Representatives.
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GSAM sees `expansion phase’ where others see stagnation
Risk assets remain attractive as central banks shift policy and investor sentiment based on market fundamentals starts to return, said Neill Nuttall, co-chief investment officer of the global portfolio solutions group at Goldman Sachs Asset Management.
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Gold ETFs continue to surge
Gold, commodities and Latin American equities have been the best performing ETFs this year and worst performers have been linked to UK markets, according to FE data.