Where will Siddles fit in at Jupiter
Robert Siddles joins Jupiter with a stellar reputation in US investing, but his continued success will depend upon a prolonged small cap rally, and how his new employer utilises his talents.
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markets happy to ignore US political posturing
Despite the last-minute nature of the compromise to reopen the government and suspend the debt ceiling until early 2014, markets powered higher across the board.
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2014 the year of the BOOM
We believe the opiate of investors for the moment remains central bank liquidity. The degree of stimulus since 2007 has been unprecedented: $13trn of FX reserve accumulation and financial asset purchases by central banks and 560 central bank rate cuts.
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US debt deadlock
The US budget deadlock was broken overnight but after being closed for 16 days, the fingerprints of the shutdown are clear to see.
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pa analysis the US has just gone bust
Investors are anxiously awaiting the deadline – 48 hours from now – for the US to raise the amount its government has to borrow as they will then know exactly what the debt ceiling will be raised to.
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Taper tantrums and the Feds future
It's clear Janet Yellen faces challenges ahead at the Fed, on a personal level as well as professional one with commentators already looking to get a handle on who she is and what she stands for, and getting the nicknames ready.
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Billions flow to developed equity funds
Year to date some $153bn has gone into developed market funds while $1.4bn has come out of emerging market portfolios globally, according to global fund flow data from BofA Merrill Lynch (BofAML).
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US fund added to Fidelity FAST range
Fidelity has launched the latest fund in its Fidelity Active Strategy (FAST) range, a US equities-focused fund which has a flexible investment framework.
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Cullen launches enhanced equity income fund
US-income specialist Cullen Capital Management is to launch US Enhanced Equity Income Fund, an equity vehicle with a covered call option overlay designed to offer a bond-like volatility profile.
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pa analysis whoop de do reaction market drama
The business headlines last week were full of how volatile stock markets are as equities turned from black to red in a single trading day across the globe.
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pa analysis martin currie loss of retail assets
Martin Currie is one of those fund groups that deep down everybody likes. It has the advantage of being based in Edinburgh and the City's culture and style rubs off on a company packed with “incredibly nice people” as more than one wealth manager has said to me.
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US stocks in strong position
US recovery is not a ‘dead cert’ but the signs are good for those looking to invest in US stocks, according to a range of experts.