when is a bubble not a bubble
Jupiter's Steve Davies surveys the options the Bank of England's Financial Policy Committee has to prevent an overheating housing market, asking if any of them are yet necessary.
Investment
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raising out of the ashes
Is it too late to take advantage of the "low-hanging fruit" in the listed private equity space, asks Smith & Williamson's head of multi-manager James Burns
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finding gold in hedge fund strategies
Sanlam Private Investments' James Mercier, says Ucits-compliant hedge funds should be given a chance and not tarred with the same brush as the Madoff brigade.
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a vanishing world
Latest FCA figures show adviser numbers have increased post-RDR, but the pressure is on as the marketplace becomes more competitive.
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a letter from indonesia
Jupiter's Ben Surtees gives his views from the ground, following a 10-day trip across South East Asia.
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the european recovery implications bonds
T. Rowe Price's David Stanley looks at what investors can expect from corporate bonds now the eurozone is showing tentative signs of recovery.
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what robinson did post-schroders
With a clientele of ultra high net worth entrepreneurs, Signia Wealth's Rupert Robinson has an ambitious business model to meet their demands.
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let the data do the talking
Invesco Perpetual's Stuart Edwards, provides his outlook for global bond markets.
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end of summer asset allocation
PSigma Investment Management's Thomas Becket discusses the changes witnessed in markets during August and how this has informed his thoughts on asset allocation.
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pa analysis defensive portfolios alternatives
Active management during the first half of the year – most notably in the period around Ben Bernanke’s comments on the tapering of QE on 22 May – contributed to portfolio managers ending the period up despite most markets falling.
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calls you could be missing out on
Summer may be a traditionally quiet time in the City, but the asset allocators we have been speaking with have not been afraid to make the big moves now.
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no easy wins in equities
Leigh Harrison, head of equities at Threadneedle, says investors must be careful to ensure the search for yield does not become a scramble.