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News
Emerging market allocations ‘collapse’ as China fears deepen
Asset allocators’ emerging market holdings are now at their lowest level since December 2008 as a Chinese hard landing becomes their greatest fear, Bank of America Merrill Lynch says.
Threadneedle unveils Dynamic Real Return fund for Nangle
Threadneedle has launched a fund targeting equity-like returns with less volatility for head of multi-asset allocation Toby Nangle.
Bank of England poaches Santander retail distribution head Charlotte Hogg
The Bank of England has hired Santander head of retail distribution and intermediaries Charlotte Hogg as its chief operating officer.
Cofunds poaches Aviva head Matt Benson
Matt Benson has been appointed head of operations.
Lloyds knew of Co-op's capital black hole
Bank began to have doubts about the deal to sell its branches to Co-op Bank after uncovering a capital shortfall six months ago.
Why did Greenspan’s tone of voice move gold but not Bernanke’s?
The tone of voice used by Federal Reserve chairmen when they deliver their speeches can lead to “small but significant” movements in the price of gold and silver, research suggests.
Guide to Advice launches online financial website directory
Guide to Advice has reviewed over 110 financial information, advice and guidance websites.
Court delays £31m film scheme appeal after HMRC officer arrest
HMRC applied for adjournment of the case following the arrest of one of its officers.
Former UBS and Citigroup trader charged over Libor manipulation
Tom Hayes has been charged with conspiracy to defraud in connection with the SFO’s Libor investigation.
JP Morgan predicts 'nearly double-digit' returns on European equities
”Nearly double-digit annualised total returns” for those willing to re-risk portfolios and invest in Europe for the long-term, says JP Morgan Asset Management.
Fidelity switches benchmark on Weir’s EMD fund
Fidelity has moved to a shorter-duration benchmark on its emerging market inflation linked bond fund to protect investors from future interest rate rises.
M&G’s Leaviss: More US QE needed, not less
M&G head of retail fixed interest Jim Leaviss says the US needs more quantitative easing, not less
CPI inflation jumps to 2.7% in May
Increases in the price of clothes and transport saw the consumer prices index rise by 0.3 per cent in May.
Toogood and Hutchison to leave Morningstar OBSR
Peter Toogood and Gill Hutchison are set to leave Morningstar OBSR, following last year’s departure of Richard Romer-Lee and Nigel Whittingham.
This week's Fund Strategy cover story
The dangers of the hunt for yield
The squeeze on yields has led to warnings of a bond bubble and fund managers are being forced to decide between holding cash and increasing portfolio volatility. Tomas Hirst reports
Blogs
Leader: The risky pursuit of high-yield income
The good old hunt for income. It has been a perennial investment theme in the past several years and with good reason too.
M&G’s Vaight: Why I’m taking another look at China, Korea and Brazil
There is negative sentiment towards larger markets such as China, Korea and Brazil, but we believe investors’ concerns have been over-discounted.
Chris Gilchrist: Perhaps the market just isn’t efficient
In a recent column I outlined three types of response to the 2008 crash. Perceptive readers have noticed that I missed one out.
SVM’s Lawson: It’s all about the management
We have always stressed the importance of cashflow in our stockpicking at SVM, as it gives companies the great optionality to generate shareholder value. But equally key is the management team in place to use this cashflow.
Emma Simon: Unregulated investments will continue to trouble the industry
Unregulated investment schemes will continue to be a blight on the industry despite the FCA’s attempts to crack down
Lazard’s Ryan: Where to invest when inflation is rising
Central banks around the world are engaged in unconventional monetary policy on a massive scale. The end result of this is unclear.
IMA’s Morley-Smith: Europe needs to look beyond the FTT
Two weeks ago the press reported an apparent breakdown in the discussions between governments in the EU Council, and a subsequent large-scale watering down of the financial transaction tax proposals. I believe these reports are premature and there is no consensus on watering down.
City’s Coghill: FCA gets tough on conflicts of interest
The regulator returned to the issue of conflicts of interest last month, with a hefty fine and a ban for a non-executive director who failed to disclose a potential conflict between her directorships and consultancy business.
Graham Bentley: Fund managers to feel the squeeze
Difficult decisions may have to be made in terms of concentration of resources.
Leader: Ready to follow the yellow brick road?
Having featured a cover story on a potential resurgence in commercial property last month, it felt like the right asset class to debate in this month’s FS Investment Committee; and what a debate was had.
