Pax Economica era could keep the pace
With a newly assertive China upsetting its neighbours and an aggressive Russia invading Crimea, some are wondering whether Pax Americana will lose its influence.
Investment
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Emerging markets at attractive valuations JPMAM
Political uncertainty and currency volatility have increased sell offs, leaving emerging market equities at attractive valuations for investors with a long time horizon.
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Make space for Africa Swiss and Global
A rising demand for minerals and oil has boosted the sub-Saharan economy by more than triple its size.
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AGI exploring options over Tillett dual mandate
Allianz Global Investors is considering merging Matthew Tilletts UK Unconstrained and UK Growth funds given the commonalities between the two portfolios, providing greater efficiency and better value for shareholders.
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Launch PE funds secured lowest level since 2008
Twenty-five first-time funds achieved a final close in Q1 2014, securing an aggregate $5bn – the lowest quarterly amount in the period since 2008.
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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.