Regions - GlobalRSS

Kames give Milburn co-manager on High Yield Global Bond fund

by Emma Dunkley on May 24, 2013 at 11:39

Kames Capital has named Claire McGuckin as co-manager of its High Yield Global Bond fund alongside Phil Milburn.

The world's top 20 most valuable brands

on May 24, 2013 at 11:32

Research commissioned by multi-national advertising firm WPP reveals the most valuable brands across the globe.

Arigatou Japan! Is Nikkei still world's top equity hotspot?

by Emma Dunkley on May 23, 2013 at 14:09

After partying hard for the last few weeks, investors woke up to a splitting Japanese hangover this morning, but asset allocators still see plenty of potential in the nation's stockmarket.  

Thomas Miller Investment’s Richards ups exposure to equities and lowers duration

by James Phillipps on May 22, 2013 at 10:25

Tom Richards, head of private investment management (offshore) at Thomas Miller Investment (TMI), explains why he is overweight equities and reducing the duration of his fixed income exposure.

Ex-Barclays Wealth man to run six fund of funds for Fidelity

by Atholl Simpson on May 22, 2013 at 08:01

Nick Peters has been appointed lead manager of six multi-manager Sicavs as Rita Grewal and Richard Skelt take up new posts with Fidelity.

Investment Trust Insider: the case for putting Majedie out of its misery

by James Carthew on May 21, 2013 at 12:41

Why am I not a fan? Let us start with Majedie Investments’ performance record.

What our analysis of more than 10,000 manager moves tells us about star exits

by Sarah Miloudi on May 21, 2013 at 09:59

In what is likely to be one of the most significant manager moves of the year, Richard Buxton’s exit from Schroders led a string of high profile departures across the City.  But what's the secret to success when a star manager departs? We analysed thousands of switches to find out.

Jupiter's Somerville: Japan needs structural reform to sustain recovery

by Matthew Goodburn on May 16, 2013 at 12:07

Citywire A-rated Somerville says Japan needs structural reforms to be successfully implemented before its sharp recovery becomes truly sustainable.

Impax swings into profit as investors get more environmentally-friendly

by James Poulter on May 16, 2013 at 11:23

Improving economic data and strong fundamentals in resource efficency and environmental markets helped the firm deliver a £1.5 million profit in the last six months.  

Argentine bond battle creates EMD shorting opportunities, says Milburn

by James Phillipps on May 14, 2013 at 18:23

Kames Strategic Bond fund manager Phil Milburn has taken profits on his emerging market debt short, but is on a watching brief to put the trade back on.

Rathbones A-rated bond man ducks Co-op Bank sell-off

by Chris Marshall on May 14, 2013 at 13:41

Citywire A-rated Bryn Jones escaped last week’s bond sell-off having identified financial problems at Co-operative bank before its downgrade to 'junk'.

Investment Trust Insider: Edinburgh Partners Global - Nairn finer

by James Carthew on May 14, 2013 at 00:01

The best-performing global generalist fund over the past year in net asset value (NAV) terms has been Edinburgh Partners Global Opportunities

Hargreaves Lansdown's Gardhouse nets £1 million from share sale

by Sarah Miloudi on May 13, 2013 at 11:16

Hargreaves Lansdown's Lee Gardhouse has landed just shy of £1 million after selling 100,000 shares in the firm.  

Bill Gross puts cash to work on $292bn bond fund

by Chris Sloley on May 10, 2013 at 14:32

PIMCO bond star increases weightings across host of asset classes, including upping his already significant position in treasuries.

Investors Capital Trust rides the US rally

by Elsa Buchanan on May 10, 2013 at 13:24

Investors Capital Trust outperformed in 2012 thanks mainly to its exposure to firms operating in the US market.  

Ruffer: gold is uncomfortable yet necessary bedfellow

by Dylan Lobo on May 10, 2013 at 08:06

The team at Ruffer Investment Company struggle to make sense of the recent sell off in gold but has no intention of selling its exposure to the precious metal.

Buffett: It makes no difference to me what Bill Gross thinks

by Sarah Miloudi on May 07, 2013 at 08:10

Warren Buffett has dismissed Bill Gross' 'new normal' theory, telling the audience at Berkshire Hathaway's annual general meeting it 'doesn't make any difference' to him what the veteran bond investor thinks.

Jim Leaviss: five reasons why Carney might be short of options

by Jim Leaviss on May 02, 2013 at 12:50

M&G Investments' head of retail fixed fixed interest outlines five reasons why new Bank of England governor may find things a little trickier than he anticipated.

Paul Causer: the best value and biggest risks in fixed income

by Emma Dunkley on May 02, 2013 at 11:35

The focus may be on unsustainably low sovereign debt yields, but Invesco Perpetual’s co-head of fixed interest Paul Causer has warned that high yield is overvalued and investors in ‘cocos’ are at significant risk of losing capital.

Investec's van Pittius: BoJ has muddied waters but EM currency still undervalued

by Matthew Goodburn on May 01, 2013 at 17:33

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.

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Why value-sapped private equity may still be worth a punt

Private equity trusts are no longer the value play they once were, however Pantheon's Andrew Lebus explains why they still deserve a place in investors' portfolios. 

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