Encouraging emerging markets comeback still in its infancy
Emerging markets equities have outperformed the developed world by around four percentage points since mid-February.
Mixed Asset
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Riddell joins AllianzGI to run Gilt Yield and Sterling Total Return mandates
Allianz Global Investors has recruited former M&G man Mike Riddell as it brings its Gilt Yield and Sterling Total Return vehicles back in-house.
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PA OPINION: The ‘PIIGS’ are alright
Everyone is getting in a panic about ‘Grexit’, but it’s the return of the term ‘PIIGS’ that really grates.
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HEAD-TO-HEAD: Fidelity Strategic Bond vs M&G Optimal Income
This week’s Head-to-Head sees the Fidelity Strategic Bond Fund take on the M&G Optimal Income Fund.
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PA ANALYSIS: Have trusts chosen the perfect time to take on more debt?
Whisper it, but investment trusts are quietly increasing gearing. Six years into a bull market, the question is can they be sure this is the right way forward?
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Heavy utilities regulations translates to sustainable dividends – Fidelity
Investors seeking sustainable dividends should look no further than the heavily-regulated utilities sector, according to Fidelity Worldwide Investment’s Michael Clarke.
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Axa im launches flexible property fund to take advantage of deepening debt markets
In a bid to capitalise on the significant deepening of the real estate debt market that followed the disintermediation of banks in the wake of the financial crisis, Axa Investment Management has launched a global flexible property fund.
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QE, zero rates driving deflation – Terry Smith
Quantitative easing and its sister, zero interest rates are having a deflationary impact on the global economy says Fundsmith CEO, Terry Smith.
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Old Mutual boss to step down
Old Mutual’s Julian Roberts has stepped down from his role after seven years and will be succeeded by Bruce Hemphill.
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Jupiter Fund Management reveals 8.9% AUM jump in Q1
Jupiter Fund Management’s assets under management jumped 8.9% in Q1 2015, the group announced today.
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Rothschild busts macroeconomic myths
Popular mis-characterisations of debt, deflation and QE result in a distorted picture of macroeconomic investment risks, said Kevin Gardiner, global investment strategist at Rothschild Wealth Management.
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OMGI hires EM debt head
Old Mutual Global Investors is to bring management of its OM Local Currency Emerging Market Debt Fund in-house following the appointment of a head of EM debt.