Investment companies ditch UK
Investment company exposure to the UK has fallen 9% over the past ten years, while investment in G8 economies has fallen by eight percentage points over the same period, according to data provided by the AIC.
Investment
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Investec takes a punt on property
Investec Wealth and Investment is changing its property allocation for the first time since 2008, doubling its allocation to the asset class in a bid to cash in on its recovery.
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beating technophobia
Technology is a theme many investors like, but are too nervous about playing through a specialist fund. Andrews Gwynne's Mark Smith is not and, having just reviewed the firm's technology exposure, here are the conclusions.
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Fleming joins Kames in fixed income team boost
Scott Fleming has joined the Kames Capital fixed income team as a fund manager and he will specialise in analysing exotic bond markets.
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defend the indefensible
Ashcourt Rowan's Stephen Walker admits it is easy to bash gilts on a poor return/low-yield argument but says that is not enough to keep them out of an investor’s portfolio.
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Barings boosts GEM team with two new hires
Staffan Lindfeldt has been appointed head of global emerging market equities at Barings Asset Management following the departure of Roberto Lampl.
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Source US Energy ETF widens investor base
The Source Morningstar US Energy Infrastructure MLP Ucits ETF has attracted $45m since its launch last month, and the fund is now available to retail investors in seven more European countries.
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State Street appoints head of EMEA ETFs
Alexis Marinof has been appointed as inaugural head of Europe, Middle East and Africa at State Street Global Investors’ ETF platform SPDR as business in the area gains momentum.
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UK optimists should stick to their guns
I was at a clay pigeon shoot this week, and it was remarkable how everyone played down their own chances of winning, even those who had brought their own guns. It got me wondering if our national characteristic of self-deprecation informs what we say about targets for our own economy and markets.
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Cullen launches enhanced equity income fund
US-income specialist Cullen Capital Management is to launch US Enhanced Equity Income Fund, an equity vehicle with a covered call option overlay designed to offer a bond-like volatility profile.
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a bit of a fright
Twenty Four Asset Management's John Magrath takes a look at asset-backed securities, out of favour since the financial crisis, but perhaps also widely misunderstood.
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tackling the taper
Ashburton's head of asset allocation, Tristan Hanson, turns his attention to the biggest issue of the day – the idea of the Federal Reserve tapering QE and the effect it will have on markets as and when it happens.
