China in a bull shop, BAML says
Bank of America Merrill Lynch has said China is in a bull shop, in a play on words which has substance behind the style.
News
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Baring flags up German opportunities
Baring Asset Management has pointed to German equities as an asset class investors should target, despite ongoing trouble for the European Union.
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iFunds: Gilts behaving like equities
While gilts may have surprised on the upside in 2014, any risk/reward trade off in the asset class is offset by volatility that’s currently higher than equities, according to iFunds Asset Management.
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Pictet keeping faith in Uncle Sam
Pictet Wealth Management’s chief investment officer Yves Bonzon has given a vote of confidence to United States equities.
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Invesco issues curve warning
Invesco Perpetual’s chief investment officer Nick Mustoe has said there is a growing risk of policy error in the UK and US given their labour markets are tightening and wage growth has accelerated in both countries.
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Finsbury investors should be more concerned about oil than inflation – Train
Finsbury Growth and Income Trust manager, Nick Train believes the firm’s strategy will be sensitive to movements in the oil price over the short term.
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Aberdeen bolts on second alternatives business in two months
Aberdeen Asset Management has agreed to acquire private equity and real assets manager FLAG Capital Management as part of an ongoing bid to scale up its presence in the alternatives space.
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UK consumer confidence highest in nine years
Consumer confidence in the United Kingdom rose for the fifth successive quarter to hit its highest level for nine years, according research company Nielsen.
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Amundi launches first dollar FRN ETF in Europe
Amundi has launched the first ETF in Europe offering exposure to US dollar denominated floating rate notes.
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Saga, Tilney retirement JV one step closer to launch with MD hire
Saga Investment Services, the investment and financial planning joint venture owned by Saga and Tilney Bestinvest has hired Nicola Audhlam-Gardiner as managing director.
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Reach growing opportunities in Europe
Launched in 2004, the JPM Europe Dynamic (ex-UK) Fund relies on an established behavioural finance approach and a team of over 40 investment professionals to identify companies that others may have missed.
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Institutional investors focus on multi-asset as risk turns back on
Institutional investors continue to favour multi-asset strategies as a way of balancing risk and return a new survey by NN Investment Partners shows.