value in japan is not just a broken record
Sam Perry looks at two contrasting examples of Japanese corporate governance before concluding that estimates of earnings growth at 20%+ for the next couple of years is a sign of equity strength.
Investment
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gam to launch new em fund for new hires
GAM has made two senior hires to run a new long only emerging market fund due for launch in Q1 next year.
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pioneer launches multi asset real return fund
Pioneer Investments has launched a mirror of its US-domiciled multi-asset real return fund as a Sicav.
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lvam fixed income team to join fli
Friends Life Investments has hired the fixed income team from LVAM to initially run the fixed income assets within its annuity liabilities, shareholder funds and assets backing other non-profit liabilities.
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democracy works against structural solutions
James Cullen argues that democracy is working against the reining in of government spending and fiscal union that are needed to put in place the necessary structural reforms on either side of the Atlantic.
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lgim to merge monthly income funds
LGIM is the latest fund management group to streamline its fund ranges, with the merger of two of its bond income funds into an existing fixed income proposition.
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eurozone bloc as a whole showing systemic stresses
Philip Poole assesses the market and investment impact of S&P’s recent eurozone downgrade.
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Aberdeen AM planning multi-manager fund mergers
Aberdeen AM is to merge five of its multi-manager funds into two of its existing propositions.
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investors turn to etps for fixed income
Fixed income ETPs have surged in number in the past four years, as investors increasingly turn to an indexed approach for the fixed income element of their portfolios.
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emerging markets replace europe
Barings’ latest Investment Barometer sees intermediaries moving out of Europe and into emerging markets as the former’s debt crisis will simply not go away.
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monks trust sees nav fall by 10 in six months
According to its latest six monthly figures, Monks Investment Trust sees falls in its share price and returns.
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investing in brazil is a good way to play china
Ray Prasad looks at the trading relationship between Brazil and China and suggests investing in the former also opens up positive exposure to GDP growth of the latter.
