McLennan and Marple in hunt for property yield
The hunt for yield means property investment is making a comeback but, Hendersons top UK property manager, Ainslie McLennan, uses a different kind of detective work.
Profiles & Comment
-
-
all for one and one for all Sarasin
Sarasin & Partners runs a fully integrated investment process that does not discriminate by client type and its thematic approach puts long-term investment views as the key driver for all of them
-
haywood convertibles over credit
The weakest fixed income assets in 2013 have been emerging market bonds however unless they default – which we see as unlikely – we expect this asset class to pro¬vide the biggest boost to fund performance in the next few years, merely by redeeming in full just as PIIGS bonds did in 2013.
-
a letter from south korea
South Korea has changed tremendously over the past decade and is now a cosmopolitan city, a tourist destination with high-end restaurants and luxurious hotels.
-
ECB eight monetary policy options
A central bank should never leave any doubt over its capacity to act, particularly during a monetary cycle low and, of course, some actions are more likely to take effect than others.
-
benefits Arc structured products
All financial advisers remember Arc and many lost out thanks to the firm’s compliance around the marketing of Lehman-backed products – but how many will benefit from one of its products four-times FTSE growth returns later this month?
-
South Korea seoul less no more
South Korea has changed tremendously over the past decade, and its future is looking bright, writes Dan Tubbs, head of global emerging markets at Mirabaud.
-
How Gam manager Linsey is playing strained EMs
The performance of emerging markets has suffered in recent years, however, many of the key issues are not new or unusual, wries Matt Linsey, manager of the GAM Star North of South EM Equity Fund.
-
infrastructure investors government spend
The government this morning has unveiled £375bn of infrastructure spending over the next 20 years, with insurance companies investing £25bn.
-
If it looks too good to be true it probably is
Catalysts for a further re-rating of stocks above their long-term average are few and far between, but despite this, investor appetite remains high, writes Tim Short, Chief Risk Officer at City Financial.
-
property importance of being idle becket
Tom Becket's view on property starts with "I have no strong view" but the more he analyses it, and the more he looks at different routes into property, it turns out he does have a strong view. It is that…
-
Why Hanson is backing equities and high yield
Tristan Hanson, Ashburton’s head of asset allocation, runs through his outlook for 2014, and why he’s backing equities and high yield to deliver next year.
