dont get carried away by ytd equity rally
Our in-house quantitative signals show that on a relative basis, Europe ex UK and emerging market equities may be lagging in terms of seeing more numerous earnings upgrades.
Investment
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Witan outperforms benchmark in 2012
Witan Investment Trust has announced a 38th consecutive annual increase in its dividend following a number of recent mandate changes put in place by CEO Andrew Bell.
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strong nerves required
Most conversations on Europe revolve around the fact that despite weak economies there are equity opportunities from world class companies. But with double-digit returns last year, are investors missing a trick in the fixed income space?
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is alpha generating fixed income
Not convinced by equity rallies but sick of low-yielding bonds? In the absence of a 'great rotation' a third option could appeal – anyone for alpha-generating fixed income?
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initial fee waived on re-opened lazard fund
Lazard has re-opened its Emerging Markets Fund and is waiving the initial charge to encourage new investment.
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Strong performance for Alliance Trust
Alliance Trust increased its dividend by 7% in 2012, its 46th consecutive annual increase, following a year of portfolio restructuring and team consolidation.
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january fund sales record books
Long-term funds attracted their highest monthly inflows in seven years in January, with both bond and equity sales contributing to the strength in numbers, according to Lipper data.
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protect portfolios from mass equity
So much for the 'great rotation' from bonds into equities, says Lombard Odier's Karen Guinand and Stephanie Kretz, who envisage a worst case scenario of a mass equity sell off instead.
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investors ditch gold etfs
As equity indices gain traction, investors are selling out of gold exchange-traded funds (ETFs) at quite a pace, according to data provided by Coutts.
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clearly defined structure
Ian Lowes explains how he has benefited from a change of stance towards the banks he chooses as counterparties, returning to those who took a beating in and after 2008.
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five-year fee decline in industry
The average management fee gathered by the funds industry has “fallen dramatically” since 2007 due to the cyclical shift to fixed income products and an inclination toward less expensive funds, according to investment research firm Morningstar.
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Two senior hires for Esemplia
Esemplia, Legg Mason’s dedicated emerging markets firm, has hired two new senior investment staff.
