JPM Brazil manager explains tactical derisking
JPMorgan Brazil Investment Trusts new manager Sophie Bosch de Hood has derisked her portfolio through trimming some of its small and mid-cap holdings in her first month at the helm.
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EM financials tipped as next winners Berg
The recent sell-off in emerging markets looks overdone with the ASEAN nations and financials throwing up particularly attractive growth prospects, according to T. Rowe Price’s global equity manager Scott Berg.
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Copper pressured due to supply surplus
The copper market was largely balanced in 2013, despite global mine production rising by 8%, its fastest pace in over a decade, said Thomson Reuters GFMS.
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Barings rejects great rotation claims
Barings has rejected the idea of a great rotation out of fixed income and towards equities, rather seeing a marginal difference in sales between the two asset classes.
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EM specialist Ashmore posts 3bn outflow
A low-margin overlay theme at the end of the quarter was a key driver of net outflow, according to the firm.
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UCITS bond sales soared in February
EFAMA’s February sales statistics reflected fresh interest in bond funds against expectations for continued, yet subdued, inflation and low interest rates remaining.
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Morningstar downgrades FCIT rating under Niven
Morningstar has reinstated a rating on Foreign & Colonial Investment Trust following the news of Jeremy Tigues forthcoming retirement, planned for later this year.
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Prudential offers EM fund of funds
Investors will also have access to the M&G Global Emerging Markets, Fidelity Emerging Markets and JP Morgan Emerging Markets Income Funds.
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Six trust themes but has the easy money gone
Private equity could be a hot tip from the closed-ended space for the foreseeable future as valuations suggest it has yet to enjoy the recovery seen in listed markets.
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Three high conviction plays for today
A more difficult first quarter has cleared much of the froth out of the Japanese equity market and has allowed us to increase exposure at lower prices.
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Commodity ETPs return to favour in Q1
Commodities have moved back into favour as shown by a first quarterly inflow into ETCs after four consecutive quarters of outflows, according to ETF Securities.
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Natixis plans next global equity launch for UK
Natixis Global Asset Management is said to be in late discussions with affiliate Harris Associates regarding a global concentrated equity fund for its UK product range.