Private equity still feeling the pinch
Global private equity investment fell 25% to £93bn in the first half of this year, according to UK financial services body TheCityUK.
Investment
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contrarian is over used says contrarian mundy p2
Alastair Mundy has made a career by backing out-of-favour companies, but marking yourself out as a contrarian comes with its own challenges.
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Contrarian is over used says contrarian Alastair Mundy
Alastair Mundy has made a career by backing out-of-favour companies, but marking yourself out as a contrarian comes with its own challenges
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everyone hates europe attractive to us principal
Principal Investment Management is a very traditional portfolio manager running multi-asset funds alongside securities-only propositions where it differs is… well, read on and you decide
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looking beyond macro reveals healthy us technos
Bill O’Neill looks at the micros not just the macros in the US and predicts a bumpy short-term ride for the US technology sector but with a far healthier long-term picture.
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incoming returns
UK equities as a source of income are under increasing competition from other regional equity funds as well as different structures of product but they have come back fighting with design changes of their own
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Gilliat launches latest deposit kick-out plan
Gilliat has revealed the details of its seventh in a series of deposit kick-out plans.
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Investors pushed into and pulled towards EM Debt
Fund houses have recently been beefing up their emerging market debt teams in what is still a relatively new asset class as investors look for attractively priced alternatives to equities and developed market bonds.
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GLG builds Asian long-short equity team
GLG Partners is putting together a long-short Asian equity team based in Hong Kong.
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pa analysis alternatives more than collection
Alternatives make up an increasingly important part of multi-asset strategies but investors still need greater transparency into what they are and how they affect the all-important returns of their portfolio.
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it is by no means certain that ems will outperform
Eric le Coz runs through the current state of play in Brazil, India and China and concludes it is hard to be satisfied with any portfolio no matter how the assets are allocated.
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china gdp growth falls for sixth quarter
Chinese GDP growth slowed to 7.6% year-on-year in Q2, down from 8.1% in the previous three months, representing the country’s sixth consecutive quarter of slowing economic growth.
