Investment

  • all for one and one for all Sarasin

    all for one and one for all Sarasin

    Sarasin & Partners runs a fully integrated investment process that does not discriminate by client type and its thematic approach puts long-term investment views as the key driver for all of them

  • Meteor brings Focus to structured product arena

    Meteor brings Focus to structured product arena

    Meteor Asset Management and Racing Green Investment Services have joined forces to introduce a new structured product provider to the UK market, Focus Structured Solutions.

  • Psigma City launch Euro High Yield fund

    Psigma City launch Euro High Yield fund

    Psigma Investment Management has joined forces with City Financial to launch a European high Yield Credit Opportunities fund.

  • haywood convertibles over credit

    haywood convertibles over credit

    The weakest fixed income assets in 2013 have been emerging market bonds however unless they default – which we see as unlikely – we expect this asset class to pro¬vide the biggest boost to fund performance in the next few years, merely by redeeming in full just as PIIGS bonds did in 2013.

  • DFMs take on multi managers

    DFMs take on multi managers

    The lines between discretionary fund managers (DFMs) and multi-managers are being blurred by the arrival of unitised discretionary fund (UDFM) solutions.

  • a letter from south korea

    a letter from south korea

    South Korea has changed tremendously over the past decade and is now a cosmopolitan city, a tourist destination with high-end restaurants and luxurious hotels.

  • Charles Stanley chucks out textbooks

    Charles Stanley chucks out textbooks

    The textbook view of markets comprising either defensive or cyclical stocks has been turned upside down due to current valuations, in the view of Rob Morgan, pension and investments analyst at Charles Stanley Direct.

  • on the cusp of cyclical growth Ashburton

    on the cusp of cyclical growth Ashburton

    The net effect of growth in the US and Europe and a structural slowdown in China is that global economic growth should accelerate in 2014.

  • stock market setback overdue

    stock market setback overdue

    Barclays Wealth and Investment Management believes a stock market setback is long overdue and has been adding further to its cash positions.

  • Party still going strong

    Party still going strong

    Its the day after our office Christmas party, and my inbox is bulging like Santas sack with heaps of commentators views on the next investment crackers, and those assets as appetising as yesterdays plate of cold sprouts (image included!).

  • Ice man Edwards backs bonds

    Ice man Edwards backs bonds

    Albert Edwards, strategist at Societe Generale, continues to believe in his Ice Age thesis [a period of low inflation and near deflation], and argues investors should be moving to an overweight position in bonds.

  • ECB eight monetary policy options

    ECB eight monetary policy options

    A central bank should never leave any doubt over its capacity to act, particularly during a monetary cycle low and, of course, some actions are more likely to take effect than others.