The board of Edinburgh Investment Trust may be “sympathetic” to management proposals from Invesco Perpetual if they centre around its new UK equity head, though analysts have said the fund’s mandate could be tweaked if Mark Barnett takes the helm.
You may have read a Sunday paper's take on how young Japanese people are holding off having babies, but putting the well-worn debates about demographics to one side, can investors really 'play safe' in Japan?
The recovery in the European economy is pretty tepid, but the fundamentals have stopped getting worse, which is all it takes for investors to profit, says John Bennett, fund manager of Henderson European Focus Trust.
Raghuram Rajan inspired an outbreak of optimism when he took the reins as the Governor of the Reserve Bank of India. Economists now suggest that this is not merely irrational exuberance, and is grounded in realistic expectations of economic improvement.
Threadneedle has shelved the launch of its asset backed securities trust.
BlackRock’s $36bn duo is readying for the inevitable rise in US interest rates.
Europe may have started to show signs of economic recovery – investor awareness is certainly increasing – but relatively poor corporate earnings may put the dampeners on any sustained market growth.
Chris Hohn’s activist hedge fund has emerged as the largest holder of Royal Mail shares.
It looks increasingly likely that tapering will be off the table in the US following the weaker than expected payrolls numbers.
Robert Siddles joins Jupiter with a stellar reputation in US investing, but his continued success will depend upon a prolonged small cap rally, and how his new employer utilises his talents.
F&C’s US Smaller Companies Trust could find its premium come under pressure following the resignation of Robert Siddles, who has decided to join Jupiter.
Axa Real Estate has widened its alternatives business's mandate and made three senior manager changes as it looks to expand away from healthcare and student accommodation.
