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GAM: Great Rotation? What Great Rotation?
GAM fund manager Alex McKnight believes talk of a 'great rotation' from bonds into equities is overblown and explains why opportunities in the convertibles market look compelling.
The Expert View: Dixons, 3i Group, AZ Electronic
A roundup of some of the best analyst commentary on shares, including Afren and Amlin.
Tim Bond: the financial shock that will hurt China
Speaking at the Private Client Manager Retreat in Hampshire, Odey's macro expert Tim Bond warned on the Tiger's increasing number of special purpose vehicles that 'aren't working'.
Abenomics scores early victory as Japanese growth surges
Abenomics has scored an early victory with resounding first-quarter growth of 3.5%, the highest among the G7 group of developed economies, while Q4 2012 numbers were revised up from zero to 0.3%
Why Cornelian's Kilpatrick has upped his Treasury exposure
Cornelian Asset Managers' chief investment officer Hector Kilpatrick has taken some profits on equities and bumped up his Treasury weightings.
Ignis' Ormiston: how high can equity markets go?
Ignis' European small & medium cap manager Ian Ormiston asks if equity markets can continue to deliver and if the fall in gold is precipitating a similar collapse in equities.
First State stems inflows into Asante's €4.9bn GEM Leaders fund
First State to soft close its top performing Global Emerging Markets Leaders fund to new investment.
Bill Gross puts cash to work on $292bn bond fund
PIMCO bond star increases weightings across host of asset classes, including upping his already significant position in treasuries.
Aberdeen’s Wolman: Emerging market debt still offers significant value
Aberdeen’s Max Wolman believes investors should shift a portion of their fixed income allocation out of over-indebted developed countries into higher yielding emerging markets, despite the long-held view emerging market debt is much riskier.
First State Asia Pacific Leaders
Angus Tulloch, manager of the First State Asia Pacific Leaders fund has warned of the negative impact of sustained rising oil prices on Asian economies.
Ex-UBS head clinches senior EMEA Capital role
EMEA Capital has hired former UBS head, Can Uran, as managing partner and chief investment officer.
Angus Tulloch: buying high yield like 'riding a tiger'
The Asia Pacific veteran remains in cautious mode, wary of high yielding companies that can't deliver, and Singapore's overheating property market.
GLG Japan Core Alpha
Why bullish Integral AM has a 95% allocation to equities
Hywel George, founder and manager at Integral Asset Management, discusses why he is heavily weighted towards emerging markets through exchange traded funds (ETFs) and his negative outlook for gold
Chinese trade surges, but can the numbers be trusted?
The world's second economy appears to be gathering momentum as both import and exports beat expectations, but the validity of the data has been questioned by analysts.
Charlemagne's GEMs: is now the time to buy unloved Brazil?
Charlemagne Capital's chief investment officer Julian Mayo explains why he has moved to an overweight position in Brazil in his latest column for Wealth Manager.
Investment Trust Insider: are frontier markets more than fun punt?
Frontier markets have huge untapped potential – where else can you have the fun of investing in the likes of Nigerian banks and Iraqi oilfields in the same portfolio?
MRB's Chart of the Week: UK inflation is lower than you think
The level and trend of UK inflation has been a hotly contested subject for some time, even during the economic slump in recent years.
Investec's van Pittius: BoJ has muddied waters but EM currency still undervalued
Investec Emerging Markets LC Debt co-manager Werner Gey van Pittius says the monetary easing policy sparked by the Bank of Japan (BoJ) and the Cyprus debt crisis have made it hard to assess the relative value of emerging market (EM) currencies in the past few months.
Bill Gross: the 'hidden haircuts' facing investors
The central bank barbers are coming warns the PIMCO bond veteran who expects a spate of stealth taxes on investments.
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Aberdeen Live supplement: Fundamentals point to ongoing flows and solid returns from EMD
After a record year for inflows and market-leading performance in 2012, emerging market debt has taken a large step towards the mainstream. Our recent debate covers the outlook for the asset class this year and where opportunities can be found.
Wealth Manager features
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Garrett Fish: what would be even better than the iBond
Giving US companies a tax break on repatriated profits would go down even better than Apple's popular iBond, says the manager of JP Morgan American investment trust.
Sponsored: An uncompromising approach to income
In the current income environment, an understanding of the challenges and opportunities present is crucial to uncovering yield. Read more on this topic in the Income Opportunities supplement, in association with Lazard Asset Management.
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