PA ANALYSIS: Playing the contrarian post-China rout
With global equities return forecasts reasonable at best, a dearth of exciting ideas may leave investors looking for contrarian plays.
With global equities return forecasts reasonable at best, a dearth of exciting ideas may leave investors looking for contrarian plays.
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Doubters of UK economic robustness are wrong, says GLG’s Henry Dixon, and the Bank of England are at risk of falling too far behind the curve.
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Many expected inflows into fixed income to slow this year, but that has so far not been the case; and it has been strategic bond funds that have benefited.
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GLG Partners has appointed Adrian Edwards as portfolio manager for its Japan CoreAlpha team.
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The GLG UK Income Fund will be now managed by Henry Dixon.
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GLG Partners has appointed Simon Price as an asset manager to focus on stock-picking opportunities in the US and Japanese financials sectors.
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GLG has launched an undervalued asset fund for new hire Henry Dixon.
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GLG is launching a new Ucits-structured targeted absolute return fund which will invest across a range of asset classes.
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Japan's quantitative easing programme is a "disaster in the making" while its central bank has let the "lunatics take over the asylum" with a 2% inflation target, according to GLG's Stephen Harker.
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Aviva Group's shares fell by as much as 16% in morning trading after the company reported a £3.05bn loss and slashed its final dividend 44%.
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Research from Deutsche Bank shows institutional investors expect an all-time high of $2.5trn invested in hedge funds by the end of this year though this is a trend that will remain the preserve of the large institution rather than the individual investor.
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GLG Partners plans to reopen its two GLG Japan CoreAlpha funds to new investors from next week.
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