EM bulls overlook BRICs fall from grace
Most wealth managers expect to increase their exposure to emerging market equities, despite evidence that structural problems in BRICs is pushing investors towards peripheral territories.
News
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pa analysis german election uk investors
If the market response is anything to go by, Angela Merkel’s re-election as German Chancellor and her Christian Democrat party’s emphatic victory at the polls has little relevance for investors.
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ishares close 15 etfs as part of restructure
iShares plans to close 15 equity and commodity ETFs as part of its strategic review following the acquisition of the Credit Suisse ETF business.
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consumers pessimistic longer term inflation rates
Despite high unemployment rates, excess capacity and a sanguine inflation outlook from the major central banks, it is important to keep an eye on any potential inflation surprises that may be coming down the line.
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schroder launches Lux version of asian maximiser
Schroders has launched a Luxembourg version of its UK-domiciled Asian Dividend Maximiser fund.
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liontrust duo back healthcare
Jan Luthman and Stephen Bailey say that healthcare is now the biggest theme in their Liontrust Macro Equity Income fund, as the pair believes that the re-emerging growth prospects for the sector have not been priced into valuations.
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gem outflows hit aberdeen AUM
Assets under management at Aberdeen Asset Management dipped 3.8% in the third quarter of the year after the group saw outflows from its equity range, particularly its emerging market franchise.
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source and glg expand partnership
Source and GLG Partners have launched a pair of ETFs focusing on continental Europe and Asia.
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ishares unveils latest etf listings
iShares has launched two new corporate bond based ETFs with the shared strategy to hedge interest rate risk across two currencies.
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brics start to tumble
Fitch Ratings has cut its growth forecasts for all four BRIC economies but said emerging markets would continue to outperform the developed world for at least the next two years.
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spdr launches new fixed income etf
The exchange-traded funds arm of State Street Global Advisors (SSgA) has listed a new fixed income ETF on Deutsche Börse, Xetra.
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keeping tabs on fund managers just got easier
Is it possible to impose science on the very human art of fund management? It is tempting to believe the skill of the best fund managers cannot be quantified, or indeed replicated, but a new technology system aims to do just that.