Odey: where I disagree with Bill Gross
The founder of Odey Asset Management has some typically idiosyncratic views on the market.
News
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US large cap head Armitage to leave Schroders
Jonathan Armitage, head of US large cap equities at Schroders, is leaving after almost two decades.
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UK equities: moving on from a ‘classic low P/E situation’
Lazard AM’s UK equity team suggest stocks with relatively high PE ratios can still prosper.
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Rathbone Brothers sees AUM breach the £16bn mark
Rathbones’ investment businesses both helped push the company to £16bn assets under management.
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The net effect of US data points towards recovery
Edward Menashy gives his political pointers to how to reduce the US budget deficit.
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Ireland’s best bet is to default, says Leaviss
M&G’s Jim Leaviss has said it would be “exactly the right idea” for Ireland to default.
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FSA outlines new requirements on IFA charging and complaints
Advisers will have to provide details of their charging structures under new FSA proposals.
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Ex-Goldman director takes over Threadneedle GEM equity fund
Threadneedle has confirmed Irina Miklavchich will manage its GEM equity fund.
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PA ANALYSIS: A closer look at ETF models
Fund pickers must assess all ETFs with greater scrutiny.
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Gibson sells out of India in favour of Brazil
Simon Gibson explains why he has swapped around between his targeted BRIC holdings.
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Peak replaced on Henderson’s European Growth Trust
Stephen Peak is to be replaced by Ollie Beckett as manager of the Henderson European Growth Trust.
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Amundi brings 16-strong ETF range to UK market
France’s Amundi has launched 16 ETFs on the London Stock Exchange.
