Investment

  • investment trusts to struggle in 2012

    investment trusts to struggle in 2012

    The outlook for the investment trust sector in 2012 is mixed and if market conditions remain challenging discounts should be expected to widen further, according to analysts at Winterflood Investment Trusts.

  • Ratings upgrades expected for emerging markets

    Ratings upgrades expected for emerging markets

    Pierre-Yves Bareau explains why ratings agencies will look more favourably on ex Europe emerging markets this year while adding a defensive emerging market position is the sensible approach.

  • schroders hires head of property funds

    schroders hires head of property funds

    Schroders has appointed Duncan Owen as head of property funds in conjunction with its takeover of the Invista Foundation Property Trust mandate.

  • regulators must act on etfs this year

    regulators must act on etfs this year

    Regulators are under pressure to make their stance on ETFs clear this year as in 2011 they spent lots of time just “talking about it”, says Michael John Lytle managing director at ETF provider Source.

  • tackling volatility one step ahead of the herd

    tackling volatility one step ahead of the herd

    Sushil Wadhwani argues the case for strategies to include more than just fundamental analysis to take advantage of market volatility now as well as calmer times ahead.

  • polar capital long-only gains outweigh hf losses

    polar capital long-only gains outweigh hf losses

    Polar Capital’s hedge fund range saw assets under management fall by nearly $100m compared to a rise of close to $900m.

  • hsbc creates sterling share class for em funds

    hsbc creates sterling share class for em funds

    HSBC Global Asset Management has created a sterling share class for six of its emerging market funds to make them accessible through platforms.

  • ashmore group shows increase in quarterly aum

    ashmore group shows increase in quarterly aum

    Ashmore Group’s second quarter results show a healthy increase in assets under management of pushing it through the $60bn mark.

  • trusts must step up to the pace of change

    trusts must step up to the pace of change

    Its easy to take a swipe at the fund ratings agencies and to scrutinise their ultimate influence on fund selection practices, but Morningstar should be applauded for at least trying something new with its investment trust ratings service.

  • the west is overplaying chinas economic concerns

    the west is overplaying chinas economic concerns

    Having just returned from a research trip to China, Jing Sun gives his thoughts on the country’s economic, political and social change outlook.

  • kames boosts fixed income capability

    kames boosts fixed income capability

    Kames Capital has hired three new analysts to add to its fixed income team across the asset classes.

  • gilliat launches growth option on top product

    gilliat launches growth option on top product

    Gilliat Financial Solutions has announced the launch of a new Income Builder Plus Plan, with an added growth option that will see it categorised as a CGT rather than income tax product.