be nimble and defensive in a waiting game
Charlie Kerr treads a fine line between downside protection, taking advantage of volatility and being ready for when the upturn comes so, for him, liquid and nimble is the way to play it.
Investment
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Fracking all over the world
Mark Harris argues that if the US succeeds in becoming a net energy exporter, thereby reducing its reliance on supplies from the Middle East, it will have a wide and profound economic, political and investment impact.
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hearthstone first residential property fund
The FSA has given approval to Hearthstone to launch the first regulated residential property fund in the UK.
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portfolio impacts of ltro
Richard Cumming-Bruce warns of the transient nature of the boon given to markets by the ECB’s Long-Term Refinancing Operation and assesses its impact on the second half of the year.
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riskier gilts edging away
Gilts have become increasingly risky this year relative to UK equities, according to new research from FE, indicating a further shift from their perceived safe haven status.
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generali investments unveils asian bond sicav
Generali Investments has issued an Asian Bond fund investing in government and corporate debt across the region.
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multi asset rdr fund range from allianz gi
Allianz Global Investors is to make its institutional multi-asset investment solutions available to UK retail investors in the run-up to RDR.
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china decoupled but with vested
The Chinese are concerned about problems in the eurozone because if the region experiences a severe recession local authorities in China will have to take aggressive steps to inflate their own economy, a senior S&P economist has said.
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Momentum strategies benefit from lack of liquidity
Jonathan Smith uses historical analysis as well as up-to-date investment thinking to explain how momentum strategies benefit investors in times of low liquidity and weak growth. Sound a familiar environment, anyone?
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architas rebrands active multi manager fund range
Architas has renamed its multi-manager fund range to align the branding of its passive and active propositions.
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bny mellon launch em debt fund through standish
Through its Standish boutique, Bank of New York Mellon is to launch a new emerging market debt opportunities fund.
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investors should pass on this golden opportunity
Many professional investors appear to have taken a shine to gold in recent weeks, so probably time the shrewd started to think about selling out.