Q&A with Fidelity’s Nitin Bajaj: Contrarian opportunities in Asia
The Fidelity Asian Values portfolio manager answers our questions
equities
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Gresham House takeover gets green light from FCA
The £11.05 per share offer values Gresham House at £469.8m
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Cash funds and passives dominate Hargreaves Lansdown charts
Five L&G passive funds in top ten
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Impax AM assets dip in fourth quarter but still up for the year
Assets dipped 5.8% to £37.4bn in last three months
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Quilter MPS ups fixed income allocation and exits UBAM impact fund due to breach
The firm continues to be underweight risk assets across all ranges
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Calastone: Flight from equities and ESG continues but emerging markets bucks the trend
Marks 28 months of consecutive outflows for UK equities
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Fifteen years on: Overreactions to short-term price movements a boon to long-term investors
Lessons from a decade and-a-half of managing funds
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BNY Mellon’s Dhar: Bank of England faced with ‘most difficult task’ in countering stagflation
Chief economist says recession risks are higher than markets are pricing in
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Martin Currie promotes Jen Mair to CEO
Mair takes over from Julian Ide
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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Central banks catch their breath: Will biotech shine again as rates stop rising?
Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending
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GAM’s Howard: Cracking the asset allocation code amid ‘flashing red’ valuations
The CAPE ratio for US stocks is ‘well above’ its long-term average
