Element of equity surprise overstated
A quick look at the screens shows the MCSI World has climbed 22% year-to-date, the FTSE 100 up by 15% in the same period.
Investment
-
-
European Relatives
Tim Gregory, head of global equities at Psigma Investment Management, reviews the fortunes of European equities during June, and considers the outlook for the sector.
-
PE holdings boost Witan
Witan Investment Trust beat its benchmark by 5.3% in the first half of the year, boosted by holdings in private equity and gearing into rising markets.
-
Demand for et fs surge amid market volatility
iShares ETF products on platforms attracted a combined £1.04bn in Q2 2013, as advisers poured assets into minimum volatility funds and longer dated corporate bond funds.
-
montello launches luxembourg fund
UK-based real estate bridging finance fund manager Montello is set to launch a Luxembourg fund, in response to what it says is "strong demand" from international advisers and investors.
-
when elephants fight
This old African proverb is what Bestinvest's Gareth Lewis uses to characterise the shifting power between China and Japan.
-
Alternatives investors shun performance fee funds
Funds with low fees account for three-quarters of assets under management in the alternative Ucits sector, indicating costs are a key consideration for “hedge fund-lite” investors, a study has found.
-
Neuberger Berman recruits new MD from JP Morgan AM
Neuberger Berman has boosted its fixed income capability with a senior hire from JP Morgan Asset Management.
-
leading the charge
Old Mutual's Ian Heslop looks at the surprising sectors investors are favouring in the US.
-
Market volatility benefits Morgan Stanley
Morgan Stanley has taken advantage of a period of volatility to create more favourable pricing terms on two of its structured products.
-
Alternative Ucits AUM hits record high
Alternative Ucits AUM has exceeded 100bn for the first time following a strong first half of the year.
-
kernohan tackles carney conundrum
Royal London Asset Management's Ian Kernohan explains the conundrum Carney's forward guidance is tasked with solving: why has UK employment been so strong and output so weak?