brazilian equities need to fall further
For the investment case to be compelling in Brazil, companies’ valuations must fall even further, according to First State’s GEM fund manager, Glen Finegan.
Author: Portfolio Adviser
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qe may bring higher inflation rather than economic growth
Ian Kernohan questions the logic of the latest round of QE given some of its potential outcomes, arguing the MPC may lose any long-term credibility it may still have.
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investec am beefs up ethical division
A new hire in the form of Therese Niklasson from Threadneedle has enhanced Investec’s environmental, social and corporate governance arm.
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signia wealth appoints new md
Signia Wealth has announced the appointment of Shalini Khemka as managing director.
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investment club helps smaller firms punch above their weight
As Crispin Odey’s visit to Harrogate proves, investment clubs are a great way for smaller IFAs to attract big name fund managers to their region.
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crispin odey us banks are beautiful
The star hedge fund manager says now is the time to brave equity markets and puts his money on US banks to lead the recovery.
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blackrock calls for greater etf transparency
Following the amount of negative attention given to ETFs in recent months, BlackRock has offered up a five-point plan to improve transparency for investors.
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index investors need to beware huge sector bias of ftse 100
RWC Partners’ Ian Lance and Nick Purves look at the make-up of the FTSE 100 index and urge investors to be wary of passive investing in an index with 35% in just two sectors.
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is the ima tiptoeing towards advice
The IMA’s new website plans are designed to help investors navigate their way through the thousands of funds available but there is a fine line between guiding an investor and advising them.
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rambourg returns with paris based hedge fund business
Former Gartmore man Guillaume Rambourg has returned to running money with a new hedge fund venture based in Paris.
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schroders brown let Greece default
Allowing Greece to default and exit the EMU would allow its currency to depreciate and the economy to become more competitive, according to Alan Brown, CIO at Schroders.
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pa analysis: hop aboard the dividend train
The macro outlook in Europe is far from rosy, but commentators from all arenas are espousing the dividend strength in the region.