Extreme investor positioning on europe
Investor positioning and low valuations led European equities to outperform EM and Japan last year, and could present similar opportunities in 2012, according to BlackRock’s Market Barometer.
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Author: Portfolio Adviser
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thurleigh offers model portfolios
Wealth Manager Thurleigh Investment Managers has partnered with Novia Financial to bring four of its global multi-asset strategies to third parties.
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trying to predict economic outcomes is pointless
George Renouf looks forward to taking advantage of cyclicals pushing ahead of defensives later this year, preferring quality companies that perform irrespective of the economic backdrop.
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nikko am hires product development
Nikko Asset Management has appointed Geoffrey Post as head of international product development (ex-Japan) to help develop the firm’s proposition outside its domestic Japanese market.
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pimco ups the stakes
US giant Pimco is beefing up its presence in the UK retail market with the launch of a multi-asset fund for St James’s Place and a planned listing of the same strategy on the Fidelity FundsNetwork.
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MAM funds under management flat
MAM Funds saw funds under management remain static in 2011 at £1.7bn, with strong sales of Miton funds in the second half balancing expected redemptions from Midas funds.
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cliff joins m and gs european
M&G Investments has hired Phil Cliff for its European equity team, as manager of the Pan European Dividend Fund.
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uk equities predicted to yield
UK dividends are forecast to increase more than 10% in 2012 reaching a total of £75bn, according to Capita Registrars’ latest UK Dividend Monitor.
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fund managers divided on when to buy into china
Last year was one of the worst for China’s markets though, as John Monaghan explains, fund managers are undecided over whether the resulting undervalued opportunities mean now is the right time to buy.
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institutional investors pile into china
China Equity Funds posted their biggest weekly inflow in more than two years last week, as investor sentiment towards the eurozone debt crisis and its successful resolution swung back towards positive.
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l and g offer minimum returns of 8
Legal & General has launched the twelfth product in its series of structured deposit bonds, offering a minimum return of 8% at maturity.
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Lux well ahead of uk and dublin
The number of funds domiciled in Luxembourg and their net sales both increased during 2011, according to the latest annual review by the countrys mutual fund trade body.