Fund Strategy
1 February 2010

  • ‘Blame the adviser, not the product’

    1 February 2010

    For many commentators–and some financial advisers, too–structured products are as bad as toxic mortgages. But one experienced adviser says they should make up to 40% of a portfolio.

  • Argonaut test-markets European income vehicle

    1 February 2010

    ?Argonaut Capital Partners is planning the launch of a European Enhanced Income fund.

  • Ashby looking at quarterly dividends

    1 February 2010

    Graham Ashby, the head of UK equities at LVAM, is gauging market appetite for a new equity income fund paying dividends quarterly, along the lines of the American income model.

  • Baillie Gifford turns to global income

    1 February 2010

    Baillie Gifford is to launch a global equity income fund for Dominic Neary, Fund Strategy understands.

  • Bolton China fund confirmed as investment trust

    1 February 2010

    ?Fidelity has opted to structure Anthony Bolton’s forthcoming China fund as an investment trust, a move first revealed by Fund Strategy in December.

  • Bonham Carter blames government for gloomy economic outlook

    1 February 2010

    Britain’s economic growth will remain weak for several years, unemployment will remain high and interest rates will stay low, says Edward Bonham Carter, the chief investment officer of Jupiter Asset Management.

  • Bulk buying

    1 February 2010

    Demand for commodities rocketed as prices fell and investors sought hard assets as a currency and inflation hedge. But what is the short-term outlook for the sector? Some say it is hot while others argue that it is overheated. Muriel Oatham reports.

  • Call for clarity prompts S&W to convert hedge

    1 February 2010

    Smith & Williamson (S&W) has converted its Cayman Islands-domiciled Enterprise fund into a Dublin-domiciled, Ucits III vehicle.

  • Craft with an anchor in many assets

    1 February 2010

    The managers of the MM Optimal Multi-Asset fund favour experienced, high-conviction players who invest in a range of asset classes, including commodities, private equity and property.

  • Cultural aversion to wealth stifles economic growth

    1 February 2010

    It is rare for so much fuss to be made over anything so small. Yet the announcement of a 0.1% rise in Britain’s GDP in the final quarter of 2009 got economic pundits highly excited last week.

  • Diversification regains its appeal

    1 February 2010

    Groups launch multi-asset products as stability returns to the markets and investors seek the benefits of diversification in one portfolio, which provides absolute returns in the long term.

  • Follow enlightened European leaders

    1 February 2010

    Europe offers many opportunities, but there is no single winning strategy. Although many investors have ignored the region in the recent past there are still some star performers.

  • Fund managers diary

    1 February 2010

    Mark Pignatelli is the manager of the Smith & Williamson European Growth Trust. His diary runs from January 11-17.

  • Greek crisis blamed for eurozone ‘ripple effect’

    1 February 2010

    The Greek government’s debt crisis is having a “ripple effect” on other markets in the eurozone, according to European bond fund managers.

  • HSBC plans to raise profile in passive market

    1 February 2010

    HSBC Global Asset Management plans to add a passive offering to its Openfunds multi-manager range in a bid to become a prominent player in the passive market.

  • IMF revises predictions for pace of economic recovery

    1 February 2010

    The International Monetary Fund (IMF) has upped its forecast for global growth in 2010 to 3.9% from the 3.15% it made in October.

  • Inconvenient truth threatens upturn

    1 February 2010

    The global economy recovers slowly with good prospects, but the upturn remains on a knife-edge as inflationary pressures arise from industrial under-investment in developed economies.

  • Principal unveils winners and losers in performance list

    1 February 2010

    Newton’s Tineke Frikkee and Standard Life’s Karen Robertson are two big-name omissions from the latest Principal Investment Management White List.

  • Punchy views boost alpha muscle

    1 February 2010

    John Dodd, the manager of Artemis Alpha, uses well-honed skills to make accurate valuations–an approach that saw him buy Hurricane Exploration, an unlisted gas and oil company.

  • Santander expands Portfolio range

    1 February 2010

    Santander Asset Management has launched a Sterling Corporate Bond fund and an Enhanced Income fund to sit within its Portfolio Investments range.

  • SCAM

    1 February 2010

    Barely has his new strategy of fund management by monkeys, parrots and yucca plants started to hum along when the chairman receives a communication that causes him to re-think…

  • Schroder drops Japan from Asia fund

    1 February 2010

    Richard Sennitt, the manager of the Schroder Asian Income fund, has moved out of Japan as income opportunities in the country have proved harder to find.

  • Small companies’ turn to outperform in China

    1 February 2010

    Chris Ruffle, the lead manager of Martin Currie’s China Fund, talks to Tomas Hirst.

  • The key names in PSigma’s game

    1 February 2010

    As PSigma Asset Management passes the three-year mark its managing director gives credit to the talented team who are contributing to the boutique’s growing profile, writes Tomas Hirst.

  • Too many rules ruin economic progress

    1 February 2010

    A lesson that should have been learned from the economic crisis is that there are severe limits to the efficacy of rules and regulations.

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