Fair value, Swiss francs and other factors to consider when going defensive
With sovereign bond yields back down to record lows, it again casts the spotlight on how to invest for a defensive client.
Author: Geoff Candy
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MitonOptimal to acquire Coram
MitonOptimal is set to acquire Coram Asset Management, the boutique multi-asset manager that was founded by James Sullivan and the late Martin Gray in September 2014.
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Spreadbury cuts duration sharply as bond rally continues
The extraordinary rally in government bonds seen in the past fortnight has prompted Ian Spreadbury to cut duration in his funds by two years.
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Beyond the big bang: Tcam’s Haig Bathgate
Tcam’s Haig Bathgate talks about taking the baton from parent company Turcan Connell, outsourcing services and automating the investment process
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PA ANALYSIS: US slowdown fears linger, with good reason
The day after the Fed chose once more to stay its hand on interest rates, 38% of delegates polled at Portfolio Adviser’s Summer Congress 2016 said a US slowdown was likely to pose the biggest risk to markets over the coming 12 months.
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PA ANALYSIS: Oxley departure a dent to OMGI’s absolute return plans
When a manager leaves a firm with immediate effect, it is seldom a happy split, which is one of the reasons why Tuesday’s announcement by Old Mutual Global Investors that Russ Oxley has left the firm came as such a surprise.
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Russ Oxley leaves OMGI after disagreement over strategic direction
Russ Oxley has left Old Mutual Global Investors with immediate effect, following a difference of opinion over the future strategic direction of the firm’s absolute return government bond team, Old Mutual said on Tuesday.
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Brexit Strategy: DT warns against short-term tactical positioning over coin-flip
With Brexit now less than two weeks away, the volume of commentary finding its way into Portfolio Adviser’s inbox is growing rapidly. For your convenience we have placed all the most interesting investment ideas into one place .
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PA ANALYSIS: Bracing for peak Brexit
The vote on Brexit is now less than two weeks away and markets are increasingly feeling the ill effects of the uncertainty.
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Global bond yield declines likely to continue
Global bond markets continue to see strong inflows, despite broad swathes of them now being in negative territory.
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Three reasons why investors should be cheering – Train
Investors have more reasons to be optimistic than the “preponderance of pessimism” permeating markets would seem to allow for argues Nick Train, manager of the Lindsell Train Investment Trust.
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PA ANALYSIS: Global flexibility key for proposed Woodford fund
When Woodford Investment Management contemplates a new fund, the market tends to sit up and take notice and, with good reason.
