Risk assets face a more benign investment climate in early 2012 than has been priced in and investors raising their allocations to them are doing so because they are comfortable, not complacent, says Barclays Wealth.
How should investors get exposure to emerging markets given their improved fundamentals and an expanding investment universe? Amanda La Marca gives the EM debt side of the argument…
If the costs of compliance continue to increase as they are, there is the danger that the whole purpose and process of investing will be too expensive for individual investors to bear.
The valuations of “defensive darlings” have started to become too expensive, says to Tom Becket CIO of PSigma Investment Management, although there are pockets of distinct value within cyclical and recovery equities, he added.
BlackRock’s Daniel Tubbs has left the firm to pursue other opportunities, with new hire Luiz Soares stepping up to head the firm’s fundamental equity emerging markets team.
The time is right to be a bull on global equities but not on Europe, according to David Coombs, head of multi-asset investments at Rathbones, who believes the LTRO will be looked back on in 10 years as a stroke of genius.
John Fletcher poses an oft-asked question: “Why exactly did I buy that stock..?” and seeks out an answer that does not necessarily involve selling a position.
Former Gartmore director Charles Beazley has been announced as the replacement for Nikko Asset Management’s chairman and CEO, Timothy McCarthy, who is retiring at the start of April.
Jupiter Fund Management saw profits rise and hiked its final dividend by 13% in the year to 31 December, despite a slump in AUM and inflows falling to less than half of the previous years’.
Old Mutual Asset Management, the US-based global asset management arm of Old Mutual, has appointed Olivier Lebleu as head of non-US distribution, for its international division.
If you are feeling a little downbeat about mortality, don’t look to BlackRock for a pep talk. “The world is greying – fast,” it says, “With the number of people over 65 tripling to a global total of two billion by 2050”. Cheery stuff.
PSigma Investment Management has joined forces with TwentyFour Asset Management to launch the TwentyFour Focus Bond Fund, seeded with nearly £50m in assets and created for use by PSigma’s clients.
