Why the dollar could head lower than you think
The performance of the dollar has been one of the mainstays of global markets over the course of the past 18 months – but things are likely to be more nuanced this year
The performance of the dollar has been one of the mainstays of global markets over the course of the past 18 months – but things are likely to be more nuanced this year
The record number of mergers and acquisition deals announced in 2015 hasn’t led to a sustained interest in so-called merger arbitrage funds. Ucits-regulated M&A funds fell out of grace in the final months of the year, as they significantly underperformed their offshore peers.
Ben Gutteridge, head of fund research at Brewin Dolphin discusses everything from caution on earnings momentum to geopolitics and makes a case for conventional bonds
Low volatility stocks lose their defensive characteristics when rates go up and markets are under stress, fund managers told the audience at Expert Investor Norway last week. Is this a risk that could seriously unsettle markets, after the huge inflows into low volatility strategies in the past years?
Robots have long exerted a fascination for movie-makers, but a new report from Merrill Lynch suggests that investors should be paying just as much attention.
James Klempster, portfolio manager, Momentum Global Investment Managers takes a look at the 10 things investors can learn from the New Zealand’s Rugby World Cup winners.
Harwood’s Richard Philbin, Brewin Dolphin’s Ben Gutteridge and TMI’s Andrew Herberts discuss how they are approaching their allocation to alternatives in the current environment.
Having a toolkit broader than pure arbitrage and pure spread deals can add alpha throughout the cycle for merger arbitrage funds, said Lawrence Jones, managing director and head of Paulson Asia, an affiliate of Schroders.
It’s been a busy six months for the FTSE, but how are UK managers set for a potentially volatile second half of the year and beyond?