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Dean Julie Cazenove

Cazenove seeks to limit inflows into Dean's funds

24 May 2013 | By Tanzeel Akhtar

Cazenove is looking to stem flows into Julie Dean’s UK Opportunities and UK Equity fund as assets approach £2.5bn.

BlackRock reports increase in post-RDR adviser appetite for ETFs

24 May 2013 | By Tanzeel Akhtar

BlackRock’s exchange traded fund business iShares has reported an increase in advisers using its ETFs on wrap platforms in the first quarter of 2013.

Henderson to remove yield targets from two McQuaker funds

24 May 2013 | By Gary Jackson

Henderson plans to remove the yield target on two of the multi-manager funds ran by Bill McQuaker’s team after citing the fact the market has “changed considerably” since their launch

FCA seeks to ban and fine non-exec £154k over conflicts of interest

24 May 2013 | By Natalie Holt

Regulator wants to ban Angela Burns for failing to disclose conflicts of interest at two mutual societies.

European utilities: Fair value or value traps?

24 May 2013 | By Pamela Morris

Fund managers are split on whether European utility stocks offer value and if their dividend yield makes up for slow dividend growth.

UK faces tough fight to spark new industrial revolution

24 May 2013 | By Daniel Ben-Ami

The coalition is pushing UK manufacturing as a cure to the economy’s woes. But with the services industry returning to its former glory are dreams of another UK industrial revolution misplaced?

Kames Capital promotes McGuckin to High Yield Global Bond co-manager

24 May 2013 | By Tanzeel Akhtar

Kames Capital has promoted Claire McGuckin to co-manager of the Kames High Yield Global Bond fund, effective of 1 June.

Henderson's De Bunsen cuts Japan overweight ahead of sell off

24 May 2013 | By Pamela Morris

Multi-asset manager De Bunsen scaled back Japan overweight prior to market drop seen earlier this week after Bernanke’s QE comments.

Germany reports sluggish Q1 figures

24 May 2013 | By Tanzeel Akhtar

Germany’s first quarter figures show gross domestic product increased by 0.1 per cent compared to the previous quarter due to cold weather, shrinking exports and investments. 

Franklin Templeton to soft close Mobius’ frontier markets strategies

24 May 2013 | By Gary Jackson

Franklin Templeton plans to soft close a number of Mark Mobius’ frontier markets strategies after a “surge” of money heading into the products.

Five funds for the defensive investor

24 May 2013 | By Gary Jackson

The sell off that struck global stockmarkets yesterday following the speculation that the Federal Reserve may ease its quantitative easing programme could prompt some investors to adopt a more defensive tilt to their portfolios.

Close Brothers sees 4% rise in AuM for final quarter

24 May 2013 | By Pamela Morris

The group’s asset management business “continues to make progress”, with expectations for slight profit for the full year.

Are investors too exposed to UK equity income?

24 May 2013 | By Jonathan Yarker

Moves by some in the UK equity income sector to increasingly look globally for opportunities have prompted some to question if investors are too exposed to UK equity income.

AIC's Sayers: How regulators finally got it right

24 May 2013 | By Ian Sayers

Newly announced rules on how platforms will be paid for mark the end of a winding road of reform and arguably the biggest long-term opportunity for the investment company industry.

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This week's Fund Strategy cover story

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The UK’s new industrial revolution

Fund Strategy - 22 May 2013 | By Daniel Ben-Ami

The coalition is pushing UK manufacturing as a cure to the economy’s woes. But with the services industry returning to its former glory are dreams of another UK industrial revolution misplaced?

Blogs

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Richard Troue: A lower risk way to offset inflation

24 May 2013 | By Richard Troue

The M&G Inflation Linked Corporate Bond fund offers investers the chance to keep up with inflation with the full investment risks of equities.

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Barings’ Stanion: US equities set to continue to lead the way

24 May 2013 | By Percival Stanion

After making an unprecedented number of changes to our asset ratings in March, April was always likely to be quieter as long as there were no significant changes in economic data or global markets.

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Nic Cicutti: Advisers and fund managers need to tackle their charges

23 May 2013 | By Nic Cicutti

Financial advisers and asset managers should use the cushion of rising equity markets to get their RDR charging structures sorted out.

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Thesis’ Lally: Is Abenomics the proverbial White Knight?

23 May 2013 | By Michael Lally

Just as the rally in global stockmarkets was showing signs of cracking at the seams, along comes the proverbial White Knight to save the day. Last year it was ECB president Mario Draghi; this year it is new Japanese prime minister Shinzo Abe.

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Philippa Gee: Are platforms doing enough on move to brilliant clean?

22 May 2013 | By Philippa Gee

It was a joy to read the HMRC guidance relating to the taxation of fund rebates and the resulting correspondence about clean share classes both online and offline.

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Leader: Time for Japan bulls to pause for breath?

Fund Strategy - 22 May 2013 | By Adam Lewis

One thing you could guarantee with almost every BofA Merrill Lynch fund manager survey over the past several years was that global asset allocators had little time for Japan.

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Mark Dampier: Safe as houses? Not always

21 May 2013 | By Mark Dampier

Residential property can appear an attractive investment but even with yields around 6 per cent, buy-to-let is not as good as it looks

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Vertem's Dance: Hedging your bets

21 May 2013 | By John Dance

Doubt remains about how far the equity market can run given the positive performance so far over nearly the past year.Clearly, there still some risks that could cause the market to wobble and so what’s the best way to protect investors?

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Premier’s Jennings: Riding the wave

20 May 2013 | By Mike Jennings

Many market strategists at the start of 2013 predicted that this would be a strong year for equities

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IMA's Godfrey: I want to move as quickly as possible on cost changes

17 May 2013 | By Daniel Godfrey

When I posted my last blog suggesting a new way of explaining costs and performance to our clients in simple, once-and-done, pounds and pence figures, I wanted to get feedback.

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