Fund Strategy
14 December 2009
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America's GDP growth may hit 8% in 2010 says Legg-Mason's Miller
14 December 2009
America’s GDP could grow by up to 8% in 2010, dwarfing consensus estimates, says Bill Miller of Legg Mason.
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Barings Mena portfolio set for lift-off in 2010
14 December 2009
Baring Asset Management is preparing to launch its delayed Middle East and North Africa (Mena) fund in the first quarter of next year.
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Bold front
14 December 2009
The past year surprised many as markets rallied and the worst outcomes of the global financial crisis failed to materialise. Meanwhile, high-profile managers came and went and several absolute return funds were launched, writes James Smith.
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Bolton weighs case for closed-ended structure for planned China fund
14 December 2009
Fidelity is considering a closed-ended structure for the forthcoming launch of a China fund for Anthony Bolton.
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Close calls and falls in year of bear
14 December 2009
The FTSE 100 sank to a new low and investors even doubted the bounce that followed. But some stockpickers navigated the right route, while others foundered on the rocks of Japan.
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Darling postpones cuts and raises NI
14 December 2009
?Alistair Darling, the Chancellor of the Exchequer, unveiled his pre-Budget report (PBR) last week, with several expected announcements, and one or two surprises.
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Forty join the diversification dance
14 December 2009
Two groups were ejected and Schroders suffered the biggest loss of AFI constituents amid the ins and outs of the latest rebalancing. As 40 new funds joined, total holdings in the indices rose to 158.
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Fund managers diary
14 December 2009
Howard Meaney is the head of property investment at LV= Asset Management. His diary runs from November 23-29.
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Greek tragedy imperils eurozone, says Stein
14 December 2009
Gabriel Stein, the chief international economist at Lombard Street Research, talks to Tomas Hirst.
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Hendry savages long/short ‘greed’
14 December 2009
Hugh Hendry at Eclectica is the latest manager to launch a Ucits III version of a hedge fund strategy, but is highly critical of the trend towards “me-too” absolute return products that emerged this year.
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Investors shun Europe despite returns
13 Dec 2009
Despite more than doubling the average return in the Investment Management Association (IMA) UK All Companies sector over the past decade, investors have halved their allocation to Europe ex UK funds during the same period.
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Jupiter pair give views on value stocks in 2010
14 December 2009
Two of Jupiter’s best-known managers provided their views on the British stockmarket last week, pointing to opportunities in equity markets where valuations have taken a nosedive.
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Liberated players perform with élan
14 December 2009
Marlborough Balanced outpaced its benchmark by 10% over the past year—a performance that Nicholas Cooling, the manager, attributes to a dynamic and tactical approach to asset allocation.
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Love lost on missed opportunities
14 December 2009
Barack Obama’s approval ratings nosedive after his first year in office—thanks to a lack of vision and his failure to make a clean break from George W Bush and his economic policies.
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Peaks and troughs in year of comebacks
14 December 2009
Trying to round up all the events to have taken place in 2009 is no easy task. After a tumultuous 2008, the economies of Britain and most of the developed world started the year in recession.
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Reassuring ‘spectre’ at Fidelity feast
14 December 2009
Anthony Bolton, who has been a hard act for Sanjeev Shah to follow at Fidelity Special Sits, was the focus of attention last week when he was a guest at the fund’s 30th birthday party.
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Rock-solid base defies crisis sell-off
14 December 2009
The financial crisis hit eastern Europe, but the managers of the BlackRock Eastern European Trust contend the region in general, and Russia in particular, remains a strong growth story.
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Safe house offers bright prospects
14 December 2009
Newton adopts a cautious stance and eschews structured products in the quest for income—a conservative approach that enables the group’s funds to perform well, writes Muriel Oatham.
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SCAM
14 December 2009
The chairman decides the Chancellor’s pre-Budget Christmas cracker was a bit of a damp squib and sees enough greyness around the bank tax proposals to consider his bonus reasonably safe.
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Tenacious will find value in lean year
14 December 2009
Demand for corporate bonds boosted the market’s swift recovery this year—although 2010 does not promise easy money. However, there is still value to be found, particularly in secured bonds.
