defensive portfolios should tip the balance
Jeremy Batstone-Carr looks at investors’ positioning at the end of 2011 and suggests even more balanced portfolios may be best suited against the travails 2012 throws at them.
News
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2012 – the year of ETF exodus
The ETF market in Europe is due to become more concentrated and consolidated, with smaller players exiting the field altogether, according to industry consensus.
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bond funds suffer worst redemptions since 2008
European and Global Bond Funds had their worst week in over three years at the end of November, according to the latest stats from EPFR Global.
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axa im relaunches indian jv
Axa Investment Managers has rejigged its joint venture in India, signing a deal to take advantage of Bank of India’s distribution capability.
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hargreaves lansdown moves to pacify tracker fans
Hargreaves Lansdown aimed to pacify pro-tracker investors today with the launch of an exclusive SWIP fund and the addition of 12 further Vanguard products to its Vantage platform.
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Value managers must keep faith
Fitch Ratings’ latest findings on the underperformance of value-oriented stock picking, published last week, have made for interesting reading but, arguably, this tells us little that we dont already know.
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Aberdeens aum fall amid higher profits
Aberdeen Asset Management saw pre-tax profit jump 44% in the year to 30 September, despite a £8.8bn fall in AUM over the same period it said today.
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Polin ploughs cash into Ashcourt Rowan
Jonathan Polin has put his money where his mouth is and piled £200,000 into Ashcourt Rowan, which he joined as CEO at the start of September.
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investing in brazil is a good way to play china
Ray Prasad looks at the trading relationship between Brazil and China and suggests investing in the former also opens up positive exposure to GDP growth of the latter.
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shillito lambasts fsa over death bonds stance
Neil Shillito takes the FSA to task about its description of life settlement plans at ‘toxic’.
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Stock-picking managers should be reassessed
Fund managers who have traditionally relied upon value stocks to outperform will find it harder in current market conditions and beyond, according to a special report from Fitch Ratings.
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investors must avoid short termism
Investors need to block out short term volatility and depend upon old fashioned growth of dividend streams over time to get through what many are predicting will be a “lost decade” in developed economies.
