One year on still bullish Buxton likes Barclays
After one year in his new position as head of equities at Old Mutual Global Investors, Richard Buxton explains why he remains bullish and what he likes at the moment.
Author: Geoff Candy
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UK CPI continues decline falling to 15 in May
According to the Office of National Statistics consumer inflation fell in the year to May to 1.5%, down from 1.8% in April.
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Is active management now cheap enough to justify
New research by the Pensions Institute demonstrates that even star fund managers struggle to beat the benchmark, when costs and fund size is included.
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Bullish on Japan despite evidence of third arrow
According to the managers of the JP Morgan Japan Smaller Companies Investment Trust, there are four reasons to be bullish on Japanese equities.
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Is it time to re-draw the EM categories
MSCIs recent decision to remove South Korea and Taiwan from its review list and exclude Chinas A-shares from its EM index raises a few questions about how we should be thinking about emerging markets.
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Commodities roil on Iraq tensions SA strikes
Oil futures hit nine month highs on Friday, with gold and silver following its lead, while pgms continued their fall.
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Walker Crips produces solid return to profit
The financial services group said the turnaround strategy it initiated two years ago is proving successful.
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Low risk portfolio strategy
During the last twelve months there has been a slight shift out of fixed income into equities
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For a view on rates look to the forward market
According to UBSs Joshua McCallum, currently the forward curve is pricing in too slow a move by the Bank of England.
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The US A World Cup dark horse
According to Psigmas Tom Becket, while the group is structurally underweight the US in its funds, they could be the surprise package of the World Cup.
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Bonds continue to dominate European fund flows
According to the latest numbers from Lipper, bond funds continue to see strong inflows.
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Fixed income investors must manage expectation
Invesco Perpetuals co-head of fixed interest, Paul Read, says there is even less value in bonds now than there was at the beginning of the year.
