Short-sighted investors need to stop dwelling on Japan’s past
Investors who cannot see the positive long-term prospects for Japan are being too short-sighted, according to industry experts.
News
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Inside PA Summer Congress 2015
The great and the good of our industry gathered at South Lodge Hotel where Jeremy Paxman was among those who encouraged intense debate and discussion between fund managers on one hand and fund buyers, researchers and analysts on the other.
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BoE unity could be tested by wage rises
The Bank of England’s monetary policy committee is still united in holding the base rate at 0.5%, according to minutes from the last meeting released today.
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BNP poaches Schroders multi-asset man
BNP Paribas Investment Partners has enhanced its multi-asset offering with the recruitment of Matt Joyce as portfolio manager.
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Turkey and Russia the worry in EM resurgence
Turkey and Russia pose the biggest threats to long-term emerging market returns, according to Pictet Asset Management’s Luca Paolini.
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Nervous fund managers loading up on cash- BAML survey
Increasingly nervous fund managers are swiftly pulling money out of equities funds in favour of cash, according to June’s Bank of America Merrill Lynch fund manager survey.
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Parmenion doubles up on Japan, raises EM
Parmenion has further decreased its allocation to the US, as recent dollar strength and high valuations outweigh solid economic fundamentals.
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Pension fund investors unwillingly increase equity allocation
The majority of global pension funds have been increasing their equity allocation in the past six months. However, many would prefer to decrease it if they could just find yield somewhere else, because they expect a serious market correction.
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Has the bond world gone completely mad?
Being right, but far too early, must be reclassified as just being wrong for a very long time, says Justin Oliver, deputy CIO at Canaccord Genuity Wealth Management. But the question is, is the government bond market one of those cases?
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UK creeps out of deflation
The United Kingdom has crept quietly out of deflation with a 0.1% rise in prices being recorded in May, the Office for National Statistics said.
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Kinetic Partners: FCA fines up sharply in 2014
The FCA penalised firms a total of £1.47bn ($2.3bn) in 2014, according to the 2015 Global Enforcement Review published by consultant Kinetic Partners.
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Crux brings in chief operating officer
Crux Asset Management has announced the recruitment of Karen Zachary as chief operating officer.