equities hold sway co fundamentals to the fore
George Renouf has been bullish on equities relative to other asset classes for a while though he is also wise enough to know this view cannot hold true forever.
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martin currie poaches industrials analyst
Martin Currie has hired Matthew Franklin who joins after 15 years with Schroders as the new senior investment analyst for global industrials and utilities research.
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alliance trust increases dividend
Alliance Trust revealed a 7.2% increase in its full-year dividend today and showed outperformance in its peer group despite a 7.6% drop in its NAV per share in the 11 months to 31 December.
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neptune slide is walker crips income gain
The 2012 Income Study sees some big names tumble down the rankings while there are notable winners in Principal IM’s latest survey.
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trying to predict economic outcomes is pointless
George Renouf looks forward to taking advantage of cyclicals pushing ahead of defensives later this year, preferring quality companies that perform irrespective of the economic backdrop.
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neptune soft launches its latest max alpha fund
Neptune is to soft launch the latest proposition within its Max Alpha range investing in Chinese securities.
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global thematic opps fund from alliance trust
Alliance Trust is to launch a Global Thematic Opportunities Fund for its new head of global equities.
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allianz gi gets rmb currency fund approved
The Allianz RCM Renminbi Currency Fund has received CSSF approval and will launch across Europe on 18 October.
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europe needs political will to deliver fiscal unification
George Renouf argues the case for fiscal unification as a solution to the European crisis though admits out this is more easily written and spoken about than delivered.
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Burnett: Eurobond is ‘the only real solution’
Neptune’s Rob Burnett describes the controversial eurobond in very strong terms.
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Mercer: New generation balanced funds adding growth to diversification
Research by Mercer shows that the ‘new generation’ of balanced funds are coming of age.
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PA ANALYSIS: Investment trust buyers looking for income
Investment trust buyers still show a clear preference for older, more traditional income portfolios.