John Bennett europe recovery
The recovery in the European economy is pretty tepid, but the fundamentals have stopped getting worse, which is all it takes for investors to profit, says John Bennett, fund manager of Henderson European Focus Trust.
Investment
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India woes turnaround
Raghuram Rajan inspired an outbreak of optimism when he took the reins as the Governor of the Reserve Bank of India. Economists now suggest that this is not merely irrational exuberance, and is grounded in realistic expectations of economic improvement.
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threadneedle pulls ABS laucnh
Threadneedle has shelved the launch of its asset backed securities trust.
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US investment trusts 36bn team
BlackRock’s $36bn duo is readying for the inevitable rise in US interest rates.
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europe past austerity weak corporate earnings
Europe may have started to show signs of economic recovery – investor awareness is certainly increasing – but relatively poor corporate earnings may put the dampeners on any sustained market growth.
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royal mail hedge fund
Chris Hohn’s activist hedge fund has emerged as the largest holder of Royal Mail shares.
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us jobs tapering postponed
It looks increasingly likely that tapering will be off the table in the US following the weaker than expected payrolls numbers.
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Where will Siddles fit in at Jupiter
Robert Siddles joins Jupiter with a stellar reputation in US investing, but his continued success will depend upon a prolonged small cap rally, and how his new employer utilises his talents.
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F and C US investment trust
F&C’s US Smaller Companies Trust could find its premium come under pressure following the resignation of Robert Siddles, who has decided to join Jupiter.
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axa real estate alternatives management team
Axa Real Estate has widened its alternatives business's mandate and made three senior manager changes as it looks to expand away from healthcare and student accommodation.
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expect the ride to get bumpier King
Given the bond bubble has not burst, equity markets have not collapsed, and even emerging markets are showing signs of improving, Max King explains to the doom-mongers what is really happening.
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Morgan Stanley uses CIBC
Morgan Stanley has announced a partnership with Toronto-based Canadian Imperial Bank of Commerce (CIBC), the counterparty for a new discretionary-focused structured products venture.
