Investment

  • Barings appoints Dunham head of global aggregates

    Barings appoints Dunham head of global aggregates

    HSBCs former global bond head, Guy Dunham, has taken on the role of head of global and aggregates at Baring Asset Management.

  • Stick or twist for equities

    Stick or twist for equities

    The bull market in equities is more than five years old, with massive injections of liquidity from the worlds central banks, led by the US Federal Reserve, fuelling the rally.

  • Party but dont invest like its 1999

    Party but dont invest like its 1999

    As equities across the developed world rallied strongly at the end of last year, Richard Champion explains the dangers of some areas of the market demonstrating behaviour not seen since late 1999.

  • a letter from dubai

    a letter from dubai

    Dubai is one of the most exciting investment outposts in the emerging world. We have been bullish on this market for some time and, following our recent visit to the region, our thesis remains intact. Dubai is back and is more robust than ever. It is experiencing a real recovery and stocks have re-rated as…

  • Gold investors may have already seen 2014 high

    Gold investors may have already seen 2014 high

    According to Metals Focus, gold is not expected to trade higher than $1,375/oz in 2014.

  • Return to traditional commercial property drivers

    Return to traditional commercial property drivers

    According to Hendersons Marcus Langlands Pearse, the UK commercial property market should normalise further as we go through the year.

  • HSBC appoints new global bond team head

    HSBC appoints new global bond team head

    Ernst Osiander has taken the reins of HSBCs global bond team, replacing Guy Dunham.

  • Draghi opens door to rate cuts BAML says

    Draghi opens door to rate cuts BAML says

    Draghi’s latest comments indicate a near term cut now more likely than not, in the view of Bank of America Merrill Lynch.

  • Invesco to launch Global Distribution fund

    Invesco to launch Global Distribution fund

    Invesco Perpetual is set to launch a global distribution multi-asset fund with co-heads of fixed interest Paul Causer and Paul Read at the helm.

  • Are star fund managers lucky or talented

    Are star fund managers lucky or talented

    Are star fund managers about luck, or talent?

  • JPM says look closely at Euro auto medical stocks

    JPM says look closely at Euro auto medical stocks

    JP Morgan Asset Management says macro picture means investors should target European automotive and medical sectors in particular

  • HINTs Lofthouse favours domestic Europe

    HINTs Lofthouse favours domestic Europe

    Ben Lofthouse has tilted his Henderson International Income Trust towards domestically focused European companies, subsequently enjoying strong performance from this sector over the first quarter.