distressed debt greater margin of safety
Backed up by a return pushing 50% since 2009, Jon Macintosh argues why he thinks distressed debt is one cycle that is worth taking for a ride.
Author: Portfolio Adviser
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dont write off apac just yet
The news that not a single Asia Pacific ex-Japan fund has produced returns north of 0.27% in the year-to-end of November will not be welcomed by investors. But first, a little perspective…
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first state expands global resources team
First State Investments has appointed Tal Lomnitzer as portfolio manager within the Global Resources team.
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octopus cio departs
Lothar Mentel has left Octopus Investments and will not be replaced in his role as chief investment officer.
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swips villainous ethical funds
Scottish Widows’ Ethical Fund and its Environmental Investor Fund have been branded “villains” by Barchester Green Investment, an IFA specialising in ethical and socially responsible investing.
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low positive growth to be the theme of 2012
Policy makers will be hoping the economic challenges at the end of 2012 will be far less acute than they are at the start – but the portents do not look good.
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fund outflows ease in october
Outflows from both bond and equity funds eased significantly in October, compared to those experienced in a “summer of carnage”, according to latest data from Lipper FMI.
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standard life creates global equity income fund
Shareholders of the Standard Life Managed Fund have voted overwhelmingly in favour of converting it into a Global Equity Income Fund, according to the firm.
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volatility creates fixed income opportunities
The fixed income and credit landscape has changed dramatically over the past five years, and many investors still have to catch onto the opportunities this presents, say Thomas Leah and Ky Van Tang.
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whitefoord drops absolute return fund name
Discretionary investment manager Whitefoord LLP has changed the name of its Absolute Return Fund to the CF Cautela Fund, as its manager took a pop at the Absolute Return sector.
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morgan stanley launches brazilian strategy
Morgan Stanley has launched a Brazilian long/short strategy via its Dublin-domiciled Ucits platform.
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investment trusts switch focus to income
Investment trusts aimed to tap into investors’ desire for income in 2011, with new launches and policy changes for existing funds reflecting the trend.