When things change
QE and the ‘taper tantrum’ of 2013 raised concerns among Standard Life Investments’ emerging market debt team, causing them to turn negative on countries with a twin deficit economy.
Equities
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Rolls-Royce shakes up senior management
Rolls-Royce is carrying out a shakeup of its senior management in a move which it hopes will be the first step in turning around its fortunes.
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AIC annual survey finds big drop in sentiment
The 2015 Association of Investment Companies annual poll of fund managers found significantly less optimism than last year, but those with a positive outlook were still in the majority.
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Look no further than equities for diversification
Invesco’s Alexander Tavernaro explains why he sees equities as the answer when looking for diversification away from…erm…equities.
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Demographics, deflation and disruption bode well for Asian investors – Schroders
Investing in Asia requires the ability to ignore market noise says Robin Parbrook, Schroders’ head of Asian ex Japan Equities.
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FTSE 100 slumps under 6000 despite petrol price fall
The FTSE 100 has slumped to under 6000 during trading today as miners and some financials suffered big falls.
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Nine EM funds to consider for 2016
Investors in emerging markets are taking a view that the gap in GDP per capita can be closed by above-average growth in these economies and, consequently their equities markets, argues Caspar Rock, CIO at Architas.
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Train dragged down by Daily Mail, Pearson
Nick Train’s Finsbury Growth and Income Trust had a ‘disappointing’ November in large part due to the performance of the Daily Mail and Pearson, the manager said.
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STEP launches TMPI Regional Indices
STEP has expanded its Trustee Managed Portfolio Indices service with the launch of regional indices.
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Woodford reverses his Rolls Royce position
Neil Woodford has sold his stake in Rolls Royce after losing hope the company will turn around its fortunes.
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BlackRock warns equity markets are ‘running on empty’
Most equity markets have been ‘running on empty’ in 2015 with price-to-earnings multiple expansion and dividends hiding ‘sins’ such as flat or falling earnings, according to the BlackRock Investment Institute.
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Invesco rewards European equities success with promotion
Invesco Perpetual has announced the promotion of Oliver Collin and Matthew Perowne to fund managers within its European equities team.