Fund Strategy
25 January 2010
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Asian growth offers wealth of choice
25 January 2010
The Asia Pacific excluding Japan sector holds appeal for every risk and reward appetite—but volatile markets demand caution and a long-term vision to ensure the right fund is chosen.
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Aviva fledgling soars into the light
25 January 2010
After a traumatic birth in September 2008, Aviva Investors expected a tough 2009. Instead, it doubled its market share with sales of offshore funds to British investors, writes Will Jackson.
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China bubble fears spread in wake of rate rises
25 January 2010
?In its Global Economic Prospects for 2010 the World Bank has joined those who predict an asset bubble may be emerging in China.
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Contrarians play safe in fresh quest for alpha
25 January 2010
Magnus Spence and Leonard Charlton of Dalton Strategic Partnership, talk to Muriel Oatham.
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Franklin Templeton opens emerging market vehicle to British retail investors
25 January 2010
Franklin Templeton Investments is opening its Templeton Emerging Market Bond fund to British retail investors with the addition of a sterling share class.
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Fund managers diary
25 January 2010
Qie Zhang is a North American equity investment analyst at Aberdeen Asset Management. Her diary runs from January 4-10.
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Heartwood expands multi-asset range
25 January 2010
Heartwood Wealth Management is preparing to add two new multi-asset offerings to its fund of funds range.
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Investors reject plan for Gartmore Japan merger
25 January 2010
?Unitholders in the £24m Gartmore Japan Opportunities fund voted against proposals to merge it into the forthcoming Japan Absolute Return fund.
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King reinforces call for austerity in ‘period of healing’
25 January 2010
Mervyn King, the governor of the Bank of England, has warned British households that their patience will be “sorely tried” over the next couple of years as fiscal stimulus is withdrawn and there is little growth in pay.
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Market wobbles belie core strength
25 January 2010
China’s growth continues apace with forecasts of double-digit GDP. But fears of inflationary pressures and asset bubbles prompt panellists to take a cautious but optimistic stance.
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More British targets as market braces for M&A wave
25 January 2010
Cadburys, a trophy asset of British business, was on the merger and acquisition (M&A) watch list for some time. It is an attractive multi-brand company, so it was ripe for acquisition.
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Politics missing from economic debate
25 January 2010
Last week saw the most decisive intervention so far in the economic debate leading up to the election but it did not come from a politician.
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Poor recovery exposes fragile health
25 January 2010
An overvalued yen, huge debt and high real interest rates hamper Japan’s economic recover—but the government supports growth and is pressurising the central bank to tackle deflation.
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Property heads cut cash to invest as liquidity returns
25 January 2010
British commercial property fund managers are putting their cash to work once more, amid signs that liquidity is returning to the sector.
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Prudential links with OBSR for Dynamic Portfolio
25 January 2010
Prudential has launched five risk-rated multi-asset funds in partnership with Old Broad Street Research (OBSR).
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Risk appetite rockets as weightings in Japan increase
25 January 2010
Global fund managers have upped their weightings to Japan as risk appetite hit its highest level since January 2006, according to the latest Bank of America (BofA) Merrill Lynch Survey.
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Rule of thumb
25 January 2010
Benchmarks set standards and measure performance, but some investors eschew the constraints they impose on fund management. Neal Underwood assesses the rise of investment yardsticks and asks whether they are over-used.
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SCAM
25 January 2010
The chairman is not afraid to broadcast negative opinions about ratings agencies, despite timidity elsewhere. Could it have anything to do with his revealing little videotape back at the office?
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T Bailey unveils Growth Fund Lite portfolio
25 January 2010
T Bailey has revealed the holdings of its T Bailey Growth Fund Lite, a passive-only fund of funds investing in exchange traded funds and trackers, which is launched this week.
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Time to join the office bargain hunt?
25 January 2010
London looks to many like the bargain basement for commercial property, and real estate funds are offering yields of 5%-plus. But once-stung investors may be wary of returning to the sector.
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Trust rises as Europe defies sceptics
25 January 2010
BlackRock Greater Europe outpaced its peers—a performance that the trust’s co-managers attribute to a flexible mandate and good timing with their exposure to growth and value calls.
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World Bank warns of slow recovery
25 January 2010
The fallout from the global economic financial crisis will change the landscape for finance and growth over the next 10 years, according to a report from the World Bank.
