Tarantino stocks Colwell is buying
Why Threadneedle's Richard Colwell hunts for written-off stocks, much like film director Quentin Tarantino in his search for actors.
Investment
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danger Lehman five year comparisons
The introduction of KIIDs means that, given Lehman Brothers' collapse was just over five years ago (15 September 2008), fund groups will have to reflect this material change to investors – but will investors really understand why volatility has not actually reduced?
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Riverstone to spend 100m on unexplored plays
Riverstone’s new energy fund has ploughed $100m into capturing unexplored opportunities.
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UK managers backing estate agents
A recovering property market could see estate agent profits treble, according to John Ingram, head of the European Dynamic Team at JP Morgan, just one of a swathe of managers investing in the sector.
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five new stock opportunities China new economy
As China slowly moves its main source of economic growth from exports to domestic consumption there are twin universes appearing of state-dominated sectors such as energy, telecom, and banking alongside more nimble service and consumer sectors.
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EFTs too costly for AXA multi-asset range
Steve Allen, manager of AXA's Elite Diversified Market Range of risk-rated passive multi-asset funds, has said the suite does not invest in ETFs because they are not the most cost-effective way to gain exposure to key markets.
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What will Draghi do to soothe deflationary fears
The results of the European Central Bank monetary policy meeting are likely to include action to address fears of deflation – the question is what form that will take.
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3i sells Bestinvest stake to Permira
Private equity group 3i has sold its majority stake in UK wealth manager Bestinvest to Permira.
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beware company dividends
A company can giveth as easily as it can taketh away so it is not enough to identify a high dividend yield as its dividend sustainability is arguably an even more important factor.
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Euro small caps stellar run is only just beginning
Increased confidence in the Eurozone, together with a discounted market and improving earnings, means small and medium-sized companies in the Eurozone are “a good place to be”, said Ollie Beckett, manager of the TR European Growth Trust.
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china credit bubble key risk global recovery
Rothschild WM considers many of the risks of 2012 year fading as 2013 moves into 2014 but one risk that stubbornly remains is one it feels investors are complacent over – China's unsustainable debt bubble.
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Williams moves to protect Diverse Income Trust
Gervais Williams has taken out protection on roughly a third of his Diverse Income Trust portfolio.
