When fear and rates collide
There is a great deal to worry about with regards central bank policy heading into 2015, especially as both output and monetary policy diverge.
Author: Geoff Candy
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The evolution of investment
When asset managers talk about the long term, they often have in mind five to seven years. But, for some, like HSBC’s global head of asset allocation research Fredrik Nerbrand, the time frame is a great deal longer than that
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Henderson Value Trust
According to the managers of the Henderson Value Trust, the restructuring of the companys portfolio has reached the half-way mark.
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AXA American Growth vs Schroder US Mid Cap
This weeks head-to-head fund battle moves to the US where we compare the AXA Framlington American Growth Fund and the Schroder US Mid Cap Fund
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Banking boosts Close Brothers in weak markets
Close Brothers remains confident of a strong performance in 2015 after delivering an upbeat interim management statement for the first quarter of its financial year to the end of October.
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Boltons successor bullish on Chinese equity growth
Dale Nicholls, manager of the Fidelity China Special Situations Trust says that, while macroeconomic growth is moderating, stock valuations are expected to rise.
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European Wealth further lowers bond allocations
European Wealth has further lowered its bond allocations, getting out of corporate bonds, in an effort to de-risk its portfolios.
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New normal now old hat Gardiner
According to Rothschild’s Kevin Gardiner, growth in the US is unlikely to collapse with the removal of QE.
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Camerons red lights speech
The difficulty is in hearing the signal through the noise, or to put it another way, separating the economic fact from the electoral fiction.
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asset management cost disclosure overhaul needed
Significant structural reform is needed to address the hefty imbalance in the relationship between retail investors and asset managers the Financial Services Consumer Panel said on Monday.
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Slumping oil
Crude oil is below $80 a barrel for the first time since 2010; a price that seemed rather unlikely even a few months ago. But, how should investors be playing it?
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Gross fund now open to European investors
Bill Grosss new Janus Global Unconstrained Bond Fund has been made available to European investors, Janus Capital said on Thursday.
