PA ANALYSIS GEM stock value not country surpluses
The concept of describing emerging markets as acronyms may work well for economic analysis but it is stock valuations that are key to GEM investing right now.
Threadneedle
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RSMR to review funds after manager moves
RSMR puts funds under microscope amid manager changes
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Europe 2014 long sangria short champagne Ison
Now we are exiting the worst of the eurozone financial crisis, Dan Ison argues it is also time to stop differentiating between a European ‘periphery and core.
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Weldons task
Every investor should have a view on the US, but with so few funds beating the S&P 500 genuine alpha-generating managers are often hard to find, especially those running money out of London.
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Tarantino stocks Colwell is buying
Why Threadneedle's Richard Colwell hunts for written-off stocks, much like film director Quentin Tarantino in his search for actors.
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Threadneedle appoints head of wholesale solutions
Threadneedle Investments has appointed Richard Vincent to the newly created role.
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threadneedle pulls ABS laucnh
Threadneedle has shelved the launch of its asset backed securities trust.
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pa analysis where to invest for european recovery
According to yesterday’s Financial Times: “The eurozone finally looks to be emerging from its worst recession on record”.
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pa analysis bundesbank qe europe
The European Central Bank has never been the quickest to react to anything so it is no surprise that it has not introduced any form of quantitative easing.
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Threadneedle brings risk balancing
Threadneedle has launched a new multi-asset product aiming to produce equity-like returns while seeking to control volatility.
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Evans ditches LGIM for Threadneedle small cap role
Matthew Evans has been appointed as UK small cap fund manager at Threadneedle marking the expansion of the firm’s UK equities teams.
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Vaughan exits Threadneedle for city sabaticle
Threadneedle's head of UK equity smaller companies Dan Vaughan has left the group, taking an extended sabbatical from the City.