The announcement of Dickie Hodges’ imminent departure from LGIM earlier this week means boutique houses are once again given the opportunity to show off their wares as investors go looking for a replacement.
Investors across Europe have a different investment outlook compared to their counterparts in the UK according to a poll of more than 11,000 investors.
New hire joins after near on four years at Deutsche Bank Securities
New hire joins after near on four years at Deutsche Bank Securities
Michael Hasenstab looks at China’s falling growth during the year ahead as well as the rise in its quality and how it translates into investment opportunities.
St James’s Place’s Chris Ralph explains why soft-closing funds is more than just a sensible thing to do but one of his firm’s ‘fiduciary responsibilities’.
Apparently, wealth managers are turning their attention back to emerging markets - are they mad?
Swiss & Global sees value in EM debt
Data show big year to year volatility
The fixed income answer to generating positive returns in the face of rising interest rates is to actively allocate across different currency markets.
Any position in broad emerging markets based on valuation is to a large extent a view on Chinese financials and Russian energy stocks, according to Schroders’ Johanna Kyrklund.
A combination of improving headline macro-economic numbers, the rising expectation of a market friendly election result, plus ongoing uncertainty within the emerging market peer group, is drawing India back onto the global radar.
