smith maxwell property jupiter merlin
Jupiter’s Algy Smith-Maxwell is holding his interest in the property sector but has yet to find a buying opportunity in the asset class.
Investment
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property benefits from reduced bond upside
As property is starting to grab investors' attention once again here is a comparison of an open-ended route into the asset class (through the SWIP Property Trust) and a closed-ended equivalent (Picton Property Income).
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is tech pick iphone blackberry
An interesting juxtaposition last week as Apple announced the runaway success of its new iPhone5 models, while Blackberry informed investors it is in discussions with a consortium led by Fairfax Financial regarding a possible sale.
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currency affairs
As sterling continues its slide towards three-year lows against the dollar, as well as further weakening against the yen and euro, investors need to weigh up the risks of currency depreciation affecting sterling-based returns.
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rising out of the ashes
Private equity was hit hard during and after the financial crisis but since then asset prices have stabilised, balance sheets are strengthening and the asset class is throwing up some well-priced opportunities
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emerging markets cheap or a value trap
In the recent BofA Merrill Lynch Fund Manager survey, a net 36% of the respondents said that global emerging markets are the most undervalued of all markets, the strongest reading since 2004.
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emerging europe asian crisis of late 90s
The noise traders remain obsessed with tapering with their spokespeople queuing up this week to say that the Fed had lost credibility, which is market speak for the Fed not acting in the way I had positioned my book.
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patience risk trust long term
One of the major challenges to clients of asset managers is the threat to any form of longer-term thinking – in a world where news or views are defined in terms of 140 characters we are losing both perspective on what really matters and also the ability to focus upon it.
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NB unveils AR global bond fund
Neuberger Berman is aiming to achieve annual returns above 4% with Global Bond Absolute Return Fund, a new sub-fund of its Irish-domiciled Ucits umbrella.
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market volatility higher into Q4 Yeadon
August is traditionally a quiet month in financial markets, but it was also a disappointing one for investors as most asset classes gave up ground over the month.
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schroders emerging market hire
Schroders is acting in line with the sentiment of the vast majority of UK-based wealth managers as it has recently increased its emerging markets capability thanks to the recruitment of Craig Botham from the Prudential Regulatory Authority (PRA).
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Pimco launches financials debt fund
Pimco has unveiled GIS Capital Securities Fund to invest across debt issued by banks, insurance companies and other specialist financials.
