watching where debt goes
Believing that emerging market debt is heading for a correction, HSBC’s Guillermo Osses has recently taken the step of reducing the risk on his portfolios.
Investment
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a delicate balancing act
Jai Jacob, head of Lazards multi-strategy team, explains the balance between value and growth, equities and fixed income, credit and debt when it comes to emerging market investing.
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shortterm investors are shortsighted investors
Tatjana Greil Castro urges investors and portfolio managers to stop being so short-termist and look more to medium and long-term fundamentals before making their investment decisions.
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multi-asset can only work if asset
Volatility in the performance of major asset classes from one year to the next shows the need for multi-asset managers to be able to move speedily in their portfolio allocation changes, according to new research from Barings.
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jpm claverhouse trust into growth income sector
JP Morgan has moved its Claverhouse investment trust into the AIC Growth & Income sector from the Growth sector
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fixed income or equity exposure for ems
There is widespread agreement that longer-term investors should have some exposure to emerging markets but the question remains when, how and why they should invest in fixed income and/or equities.
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blackrock launch china investment fund
BlackRock is to join forces with China’s sovereign wealth fund to launch an investment fund focused on the country.
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uncertainty investors to outcome based solutions
The solid start to the first quarter this year has reminded investors that we saw the same in 2011 so they are now nervously looking for ways to navigate their way through the rest of the year.
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morgan stanley issues best entry ftse 100 product
Morgan Stanley has issued its Best Entry Growth Plan 9 based on the performance of the FTSE 100.
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politics intrudes on troubled euro markets
John Redwood casts his expert eye over the political changes in France and Holland and adds them to the context of a struggling eurozone.
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experience essential for multi-asset success
The funds industry has its fashions just like any other; if absolute return is yesterdays buzz term, then todays is multi-asset.
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ing im launches latest credit fund
ING Investment Management has launched Euro Covered Bond Fund for credit gurus Roel Jansen and Dirk Frikkee.
