Opportunity lies in election volatility
Simon Brazier, manager of Investec Asset Managements UK Alpha Fund, picks apart the possible outcomes of the upcoming UK general election.
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Alliance Trust digs in for battle
Alliance Trusts board has unanimously rejected a proposal from major shareholder Elliott Advisors to add three new members.
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Alliance trust digs in for battle
Alliance Trusts board has unanimously rejected a proposal from major shareholder Elliott Advisors to add three new members.
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Consensus realism paves way to
More realistic consensus expectations on European companies’ earnings this year than last are paving the way for potential upside, says Allianz Global Investors’ Marcus Morris-Eyton.
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Record year sees Schroders AUM hits 300bn
Schroders assets under management hit the £300bn mark in 2014, the firm announced in its full year results.
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Indias new budget the constant drip of reform
Kunal Desai, head of Indian equities discusses the implications of Sunday’s budget in India.
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Active share neither silver nor bullet shaped
Robin Geffens call for the Financial Conduct Authority to make the disclosure of active share mandatory is the latest shout in what is a growing clamour for better ways to provide evidence of what he refers to as truly active management.
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China market a bubble waiting to burst
The Chinese A-share market is a bubble waiting to burst, according to Schroders head of Asian equities in Singapore
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HK fund body positive on Stock Connect
A majority of fund houses in Hong Kong intend to use the Stock Connect in 2015 to access the China A share market according to a survey by the Hong Kong Investment Funds Association.
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AllianzGI launches EMD fund
The fund will combine top-down country analysis with bottom-up credit research to construct portfolios in Latin America, Asia and central and Eastern Europe
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BlackRock Woodford Q3 sales
The New York-based investment manager recorded £2.55bn of gross sales for Q3 2014, while the net retail sales table was headed by Woodford Investment Management
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Schroders bolsters London NY property teams
After bringing the investment management of the global property securities funds in-house, Schroders has fill newly-created analyst roles in the team.