Fund Strategy
8 February 2010
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‘Leviathan’ with a healthy appetite
8 February 2010
BlackRock took advantage of the global crisis by devouring Barclays Global Investors to become the world’s biggest asset manager. Will it continue to forage for targets? Tomas Hirst reports.
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Artemis welcomes US group buyout
8 February 2010
Artemis Investment Management is to be the subject of a management buyout by its senior management and Affiliated Managers Group (AMG), an American fund house.
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Asian giant set to ‘overtake America’ within seven years
8 February 2010
China may overtake America in the next five to seven years to become the leading producer of manufactured goods, according to the Organisation for Economic Cooperation and Development (OECD).
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Big themes arise from small plays
8 February 2010
The manager of Renaissance US Growth Trust takes a thematic approach–a strategy that has seen good results from his faith in small American companies and the China growth story.
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Bond chief battens down the hatches
8 February 2010
After two extraordinary years, will the corporate bond market return to normal? As he visits advisers to explain what happened, Chris Bowie of Ignis says there are still reasons for caution.
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Calls for more detail on Obama’s ‘too domestic’ reforms
8 February 2010
Last month, Barack Obama unveiled three proposals for financial reform: a $90 billion (£56 billion) levy on larger banks to reimburse bail-out funds, a ban on commercial banks’ proprietary trading activities, and a cap on banks’ liabilities.
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Chatfeild-Roberts takes reins from Jupiter chief
8 February 2010
John Chatfeild-Roberts, the director of independent funds at Jupiter, has taken over from Edward Bonham Carter as the group’s chief investment officer (CIO).
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Domestic outlook far from blissful
8 February 2010
Panellists adopt a cautious stance towards Britain as uncertainties dog recovery. They have more faith in the global earnings story and prefer domestic stocks with overseas exposure.
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Emerging fortunes push SVM to top
8 February 2010
SVM Cautious Managed outperformed its sector by seven percentage points with exposure to tighter investment trust discounts–and despite weak returns from some of its holdings.
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End of slump prompts Bank to withdraw cash aid and keep low rate
8 February 2010
The Bank of England has halted its £200 billion quantitative easing programme and has held the base rate at 0.5% for the eleventh month.
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Fortis to open Green Tigers to retail investors
8 February 2010
?Fortis Investments plans to open its Fortis L Fund (FLF) Green Tigers to British retail investors during the first half of this year.
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Fund managers diary
8 February 2010
Daniel Tubbs co-manages the BlackRock Emerging Markets fund. His diary runs from January 18-24.
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Gartmore newcomer takes active approach to portfolio revamp
8 February 2010
Gartmore’s head of Asian equities, Jan de Bruijn, has revamped two funds he took over since joining the firm from Threadneedle in January.
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Greek debt fears hit global markets
8 February 2010
Mounting fears over Greece’s debt position spilled into global equity markets last week, as share prices in America, Asia and several European countries all fell.
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Henderson may launch tilted trackers
8 February 2010
Henderson New Star is considering adding tilted tracker funds to its range and expects other groups to follow suit.
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Korean pioneer brings eastern insight to west
8 February 2010
Andrew Lawley of Mirae Asset Global Investments, talks to Will Jackson about expansion and ambition.
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Long-lasting gain beats a quick fix
8 February 2010
Established companies with strong balance sheets offer real returns at a slower pace for investors who base their strategy on long-term need–rather than the quick hit offered by racier stocks.
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New covenant
8 February 2010
The turmoil over the past two years called into question some of the fundamental principles of asset management. Vanessa Drucker reports from New York on the 10 lessons to arise from the global market upheaval.
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Nifty moves pave way for safe return
8 February 2010
Volatility is set to hit the markets, but investors can safeguard growth by diversifying, boosting exposure to the long-term story of emerging markets and keeping faith in a global recovery.
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Non-Paif portfolios ‘disadvantaged’
8 February 2010
New property funds launched without a Property Authorised Investment Fund (Paif) structure will be at a disadvantage, according to John Cartwright, the chief executive of the Association of Real Estate Funds.
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Obsession with China masks West’s inertia
8 February 2010
It is easy to become so focused on someone else’s problems that you fail to grapple with your own. That is a lesson that the West’s leaders, fixated with China, would do well to learn.
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SCAM
8 February 2010
While a devotee of the traditional, drink-in-hand art of social networking, the chairman may take some convincing that Twittering and blogging are an effective way to an investor’s heart.
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Skandia rings changes to improve performance
8 February 2010
Skandia Investment Group has overhauled its UK Best Ideas and UK Strategic Best Ideas funds to improve performance.
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Steady inflows propel absolute return funds to top of sector league
8 February 2010
Absolute return funds topped the Investment Management Association’s (IMA) bestseller list in December, and was the second-best-selling peer group for the whole of 2009.
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US credit rating at risk over deficit, Moody’s warns
8 February 2010
America faces the threat of losing its AAA credit rating if it does not address its budget deficit, Moody’s warned last week.
