Legg Mason unveils high alpha macro fund
Legg Mason has launched a high alpha Macro Opportunities Fund, headed by Western Asset co-CIO Kenneth Leech and Prashant Chandran.
Investment
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Too complacent on the UK recovery
The OBR is widely expected to revise up its UK growth predictions in Thursday’s Autumn Statement, but are bullish investors too complacent about Britain’s recovery?
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Citi take on property
Investors in Indian property are in for a tougher time next year as rising interest rates take hold of the asset class, according to a recent research note from Citi.
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Forum sets out stall for equity investors
The Investor Forum has been launched by the Collective Engagement Working Group as a response to the Kay Review on equity markets and long-term decision making.
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Investors buy back into gold at 1980s prices
Last month was the worst November for gold prices in more than 30 years, but investors pounced on the precious metals weakness to add to their positions.
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Value veteran Mills adds to Walker Crips stake
Christopher Mills, co-founder of JO Hambro Capital Management, has added to his holding of Walker Crips.
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Riddell hands EM Bond to Calich
M&G Investments has appointed Claudia Calich as manager of the Emerging Markets Bond fund with immediate effect, taking over from Mike Riddell.
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If it looks too good to be true it probably is
Catalysts for a further re-rating of stocks above their long-term average are few and far between, but despite this, investor appetite remains high, writes Tim Short, Chief Risk Officer at City Financial.
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Fund managers split on portfolio protection
Miton's Gervais Williams has opted to protect his trust with a put, but others are favouring increased cash buffers and believe standing on the side lines will be rewarded as markets correct.
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Fund managers stand by house builders
Fund managers are standing by house builders despite the scaling back of the Funding of Lending Scheme (FLS) dragging shares down.
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can we stand without our QE crutch
Late November 2008, and that guy with the white beard came a little early that year with a merry gift of "up to $100bn" to boost the US housing market, and so began the modern age of quantitative easing.
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Mattioli Woods rethinks property investments
Mattioli Woods is considering an alternative structure to its property investments having been hit by the FCAs clampdown on Ucis funds.