Going away this summer
According to Investecs Max King, the current market environment is proving to be as benign a background for multi-asset investment as one could hope for.
Investment
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jp morgan am hires bilton to head global strategy
John Bilton has joined JP Morgan AM as new head of the global strategy team.
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Barings says Nigeria is now top frontier market
Barings has said Nigeria is now the leading frontier market for investors to target
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Massive boost for long short equity funds
According to Morningstar data, European investors have increased their weighting to long-short European equities significantly.
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Bullish on Japan despite evidence of third arrow
According to the managers of the JP Morgan Japan Smaller Companies Investment Trust, there are four reasons to be bullish on Japanese equities.
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Is it time to re-draw the EM categories
MSCIs recent decision to remove South Korea and Taiwan from its review list and exclude Chinas A-shares from its EM index raises a few questions about how we should be thinking about emerging markets.
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Templeton EM trust undershoots benchmark
Templeton Emerging Markets Investment Trust has announced its net asset value is down 14.6% on the year to 591.8p per share.
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Carney speech could threaten FTSE 100 earnings
Mark Carney’s comments on interest rates at Mansion House last night are the clearest sign yet that a rise is not far off and could lead to earnings downgrades for some FTSE 100 companies.
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Commodities roil on Iraq tensions SA strikes
Oil futures hit nine month highs on Friday, with gold and silver following its lead, while pgms continued their fall.
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MiFID II in sight after entry into EU Journal
MiFID II, the European legislation aimed at improving financial transparency, is to come into force on 2 July after being published in the Official Journal of the EU today.
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How to set a realistic income target
There are few certainties in the investment world, except even the best fund managers will from time-to-time underperform, what booms will one day bust and clients will still demand income.
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Thesis makes big move into defensive funds
Thesis Asset Management has increased its exposure to defensive style equity funds to take advantage of what it says is the relative cheapness of the underlying stocks, particularly in the mega-cap sector.