Jupiter Merlin shakes up emerging markets allocation
Jupiter Merlin has shaken up its allocation to emerging markets in its Growth and Worldwide Portfolios, opening a position in the Invesco Perpetual Asian fund, managed by William Lam.
Equities
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FM profile: Chelverton’s James Baker
After more than three decades as a stockbroker, James Baker, manager of Chelverton UK Equity Growth, has spent the past four years in fund management, bringing a wealth of experience to his stockpicking process.
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The rush to emerging markets
European-domiciled emerging market (EM) funds have seen a spectacular turnaround in fortunes since the start of 2018, with inflows up €14.5bn (£12.8bn) during January to reach €11.4bn of assets under management, according to Morningstar data.
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How to hedge against inflation
Global markets recently faced a correction, inflation remains above the 2% target and interest rates are likely to rise, but how can investors prepare?
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Can Europe maintain its stellar 2017?
Recent statistics from Eurostat showed that the European Union economy expanded at its fastest rate for 10 years in 2017, registering a 2.5% increase on the year before.
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Hermes: Four views on how elections will impact EM
International politics is regularly in the spotlight and has historically been known to affect emerging markets. With several elections coming up across the region, four managers at Hermes Investment Management assess the potential impact on asset classes and how investors can prepare for the risks.
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Franklin Templeton launches EM local currency bond fund
Franklin Templeton Investments has launched a Templeton Emerging Markets (EM) Local Currency Bond fund.
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Don’t underestimate currency risk
Currency is the “biggest hidden risk” to equity portfolios, yet many investors are not aware of the threat it poses, according to Natixis Investment Managers.
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Investor confidence in EM value drops as gold climbs
Confidence in emerging markets (EM) has declined but investors’ faith in gold has increased, according to the CFA’s latest Valuation Index.
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Investec’s Hutchins: ‘We live and die by our long-term performance’
Born into a family of professional tennis players, Blake Hutchins has chosen to channel his competitive edge into fund management, and despite being relatively new to the job, he is already promising to be a smash.
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UK investor sentiment up but faith in bonds declines
UK investors remained upbeat about global investment opportunities in February, but confidence in UK corporate and government bonds declined.
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Rodrigs leaves River & Mercantile over ‘conduct issue’
Philip Rodrigs, lead manager on three River & Mercantile UK funds, left the firm on Wednesday following “an investigation into a professional conduct issue”.