Emerging markets key to global growth Barnett
Mark Barnett says uncertainty over the strength of economic growth in emerging markets, particularly China, is not supportive for global growth.
Equities
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Newton sounds note of caution on equities euphoria
Risks seen around bullish views on US economy, Fed
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Pharma M and A prompts FTSE jump
GlaxoSmithKline and AstraZeneca make big gains
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AGI exploring options over Tillett dual mandate
Allianz Global Investors is considering merging Matthew Tilletts UK Unconstrained and UK Growth funds given the commonalities between the two portfolios, providing greater efficiency and better value for shareholders.
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EM financials tipped as next winners Berg
The recent sell-off in emerging markets looks overdone with the ASEAN nations and financials throwing up particularly attractive growth prospects, according to T. Rowe Price’s global equity manager Scott Berg.
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Natixis plans next global equity launch for UK
Natixis Global Asset Management is said to be in late discussions with affiliate Harris Associates regarding a global concentrated equity fund for its UK product range.
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Update BH Global on lower fee structure
Following BH Globals proposals to invest fully in Brevan Howard Multi-Strategy Master Fund (BHMS), the hedge fund has clarified its position over the conditions of fee payment.
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Marlborough adds four funds to offshore range
Marlborough has today launched four new Guernsey-domiciled feeder funds to provide expanded offshore access to its UK- and Europe-invested fund range.
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Stocks holding firm says Charles Stanley
As equities move higher, gold continues its decline while copper finds support.
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JPM American IT let down by tech calls
JP Morgan American manager holds firm on technology choices, despite holding back performance.
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Aviva Investors sells River Road to AMG
Aviva Investors has sold US value equity house River Road Asset Managers to Affiliated Managers Group for an undisclosed amount.
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Greetham US stocks to bounce back
Fidelity’s Trevor Greetham expects US economy to bounce back from weather-induced Q2 weakness