Investment

  • Threadneedle China is biggest conundrum

    Threadneedle China is biggest conundrum

    In our last asset allocation update, we framed the outlook for 2014 in the context of how bond markets deal with policy normalisation; what happens to emerging markets as a result; and whether corporate profits will meet expectations?

  • Update BH Global on lower fee structure

    Update BH Global on lower fee structure

    Following BH Globals proposals to invest fully in Brevan Howard Multi-Strategy Master Fund (BHMS), the hedge fund has clarified its position over the conditions of fee payment.

  • iShares offers cheapest physical ETF in UK

    iShares offers cheapest physical ETF in UK

    The ETF provider has slashed its fee by more than half on two of its three S&P 500 trackers.

  • UBS WM takes on tech and emerging markets

    UBS WM takes on tech and emerging markets

    UBS Wealth Management is positioning its client portfolios to take advantage of a number of opportunities within technology and emerging markets.

  • Twoedged sword China remain opportunity and threat

    Twoedged sword China remain opportunity and threat

    A selective approach to identifying the winners from the growth in China is required and it is important not to just buy the China effect.

  • PA ANALYSIS unwelcome return of hedge funds

    PA ANALYSIS unwelcome return of hedge funds

    After six years of graft hedge funds’ AUM have overtaken their 2007 level but will it take another six years for wealth managers to be as accepting?

  • Williams Diverse Income Trust to raise 50m

    Williams Diverse Income Trust to raise 50m

    Gervais Williams Diverse Income Trust is hoping to raise a further £50m.

  • Liquidity rates geopol risk will push up gold

    Liquidity rates geopol risk will push up gold

    Robert Cohen, VP and portfolio manager at Dynamic Funds identifies the three drivers pushing up golds value for the foreseeable future.

  • Is now a GEM buying opportunity

    Is now a GEM buying opportunity

    With the GEM sector trading at an average 9% discount against the broader markets 4%, is now a buying opportunity?

  • Retire like a millionaire Ventre

    Retire like a millionaire Ventre

    The changes to pension legislation announced in the 2014 Budget are bold and timely, says John Ventre, manager of Old Mutual Generation Funds.

  • Marlborough adds four funds to offshore range

    Marlborough adds four funds to offshore range

    Marlborough has today launched four new Guernsey-domiciled feeder funds to provide expanded offshore access to its UK- and Europe-invested fund range.

  • From risk aversion to rate fears Iggo

    From risk aversion to rate fears Iggo

    Bonds rally, who knew? Axa IM’s Chris Iggo walks through his big macro themes of the moment