avoid cos relying on the global recovery
Equity markets this year have reflected a recovery in the global economy but the risk of growing over-optimism means too quick a rise could work against equity investors.
Investment
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Reforms unambiguously positive for China
There is no other country on the planet better than China to implement deep, broad, and long-term structural reforms, writes Jan Dehn, head of research at emerging markets manager Ashmore.
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China reform hints at role for markets
For all the talk of a global information age, obtaining clear facts about Chinese state policy is akin to using Google on a stone stele from the Tang dynasty.
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GLG unveils undervalued assets fund for Dixon
GLG has launched an undervalued asset fund for new hire Henry Dixon.
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is the us dividends party over
The number of dividend payers – and the level of dividend payment – in the US might be growing rapidly but we believe some of these companies are expensive or poor quality.
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vickers trades sarasin for russell move
Russell Investments is continuing to ramp up its multi-asset team with the hire of David Vickers as a senior portfolio manager on its £1.2bn Multi-Asset Growth Strategy.
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Gregson readies resources fund for recovery
Neil Gregson believes commodities have hit rock bottom and is readying his JPMorgan Natural Resources Fund for a recovery.
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TwentyFour set to boost trust suite
Fixed income house TwentyFour Asset Management is set to pounce on the success of its first closed-end launch with the addition of more investment trusts to its range.
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emerging markets no single group
What most investors understand when we talk about 'emerging markets' is actually a group of countries with such different economic and market drivers and with hugely different dependencies on the rest of the world, that we need to stop refering to them as a single investment concept.
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Ex Henderson boss joins SJP board
Ex-Henderson chief executive Roger Yates is to join the St James’s Place board.
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EM managers need to hunt harder for gems
The old export-led emerging markets story is dead, but the new age of global competitiveness is not yet born, according to Gary Greenberg, lead manager of the Hermes Global Emerging Markets Fund.
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Unemployment could fall sub-7 per cent next year
The Bank of England has used its latest Inflation Report to soften its unemployment projections but has played down the move.