Author: Portfolio Adviser

A former City hedge fund manager has been convicted of a multi-million pound fraud in what the Serious Fraud Office described as the “first hedge fund prosecution to arise out of the 2008 financial crisis”.

Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Fund says recent trips to Vietnam have uncovered a number of opportunities.

Discretionary consumer spending could be offset by UK election uncertainty, says Smith & Williamsons Mark Boucher.

Jupiter suffered net outflows in the last quarter of 2014 after the loss of a single large segregated mandate and the closure of its £234m Second Split investment trust.

The global equity income sector came into being at the beginning of 2012, but this disguises the fact that a number of offerings in this area are well established, with the longest-running funds approaching 10-year track records

Expected tightening in 2015 and relatively strong economic fundamentals in the US, together with geopolitical uncertainty and monetary policy easing outside the US, have worked in concert to push the US dollar (USD) higher.

Ongoing redistribution of wealth is taking place across most of the developed world. The trend is not unprecedented but, throughout history, it was usually considered illegal. Sometimes, it was seen as such a serious crime that it carried the potential penalty of death.

Newton’s UK Opportunities manager Paul Stephany considers the case for consumer stocks in the event of a rate rise in 2015.