Commodities back on the investor table
According to Threadneedles Nicolas Robin improving developed markets and structural shifts mean commodities are increasingly back on investors radar screens.
Threadneedle
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Ten funds with big outflows in H1
Fund flow data for the first six months of 2014 reveals definite winners and few decided losers, in terms of money in and out.
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Threadneedle launches Global Corporate
Threadneedle Investments has launched a global corporate bond fund which will invest in diversified investment grade bonds, money market instruments and cash.
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Pharma MandA could buoy equities
Threadneedle is feeling less optimistic as it holds its overweight to equities, with Japanese companies looking particularly attractive.
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Five income funds boosted by Budget changes
Fund and wealth managers are still trying to understand the impact of the pension changes George Osborne made in his recent Budget. Richard Romer Lee suggests five funds that are already ahead of the game for those who need an ongoing supply of income.
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Artemis five US funds as Weldons team follows
Artemis is planning to bring a quintet of US-focused funds to market as five more heads from the North American equities team follow Cormac Weldon and Stephen Moore to the group.
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Threadneedle halves equity overweight
Threadneedle Investments has halved its equity overweight in the last week, shifting approximately $1bn back into cash amid concerns over China and reservation over the asset class.
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Threadneedle China is biggest conundrum
In our last asset allocation update, we framed the outlook for 2014 in the context of how bond markets deal with policy normalisation; what happens to emerging markets as a result; and whether corporate profits will meet expectations?
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UK Property not for the faint-hearted
Volatile and risky, the UK commercial property market a tricky asset to manage, but it’s not without its opportunities.
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SJP follows Woodford pulls 8bn from IP
SJP to pull £8bn out of Invesco Perpetual as it follows Woodford to his new venture
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Threadneedle pushes Africa via Stanlib
Threadneedle Investments is expanding its offering to investors through a tie-up with South African investment house Stanlib.
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Does debt matter
Meanwhile, in the eurozone, Greece, Portugal, Spain, Italy and Ireland are among the world's most indebted countries, and yet their bond markets have witnessed one of the most explosive rallies in history. Is this fair, and what explains this dichotomy? In reality, the stock of a debt is a poor indicator of the level of…
