value in japan is not just a broken record
Sam Perry looks at two contrasting examples of Japanese corporate governance before concluding that estimates of earnings growth at 20%+ for the next couple of years is a sign of equity strength.
Author: Portfolio Adviser
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hayes takes on axa im corporate bond fund
Nick Hayes has taken over from Theodora Zemek as the lead manager of the Axa Sterling Corporate Bond Fund, as he continues to make his mark on the Axa IM fixed income team.
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gilbert and young cash in on aberdeen
Aberdeen Asset Manangement’s chief executive, Martin Gilbert, and managing director of Asia, Hugh Young, have sold over £6m worth of shares in the company.
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legg mason opens global fixed income strategy
Legg Mason Global Asset Management has made its $12bn global fixed income strategy available to UK investors through its Dublin-domiciled LMGF fund range.
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Would the new fsa stop rbs from failing
As the FSA publishes its report into the failure of RBS, we ask whether the new incarnation of the regulator planned for 2012 will make a difference to crisis aversion in the future?
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first state expands global equities team
First State has bolstered its global equities team with the appointment of two new sector investors, Julie Thomas and Ben Yeoh.
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turner lobbies for greater regulatory powers
FSA approval should be required for all major bank acquisitions and a debate should be held about the potential to allow stronger action from the City watchdog in the future, according to its chairman, Lord Adair Turner.
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lombard odier im appoints new cio
Lombard Odier Investment Managers (LOIM) has appointed Jan Straatman into a newly-created chief investment officer position.
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majority of private investors bullish for 2012
The majority of UK private investors consider their risk profile to be adventurous or aggressive, despite the continuing eurozone crisis and downgraded global growth forecasts.
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fsa to change covered bonds regulation
The FSA has published changes to its regulatory framework for covered bonds, with the aim to increase the transparency of these investments and align the UK regime to those in other countries.
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uk misses its slice of pie
The UK’s financial sector is at threat from the 23-member club created at the European Summit in the early hours of Friday morning, according to leading economists.
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eurozone bond and government the only solution
Bill Dinning admits that it won’t be easy, and that it will take time, but a fiscal union and a commonly issued eurozone bond is the only solution.