http://www.fundweb.co.uk http://www.fundweb.co.uk http://www.fundweb.co.uk/magazine/graphics/logo.png http://www.fundweb.co.uk http://www.fundweb.co.uk/home/news/five-funds-for-the-defensive-investor/1071760.article http://www.fundweb.co.uk/home/news/five-funds-for-the-defensive-investor/1071760.article 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. Fri, 24 May 2013 10:07 GMT http://www.fundweb.co.uk/fund-news/are-investors-too-exposed-to-uk-equity-income/1071750.article http://www.fundweb.co.uk/fund-news/are-investors-too-exposed-to-uk-equity-income/1071750.article 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. Fri, 24 May 2013 09:45 GMT http://www.fundweb.co.uk/fund-news/svms-lawson-why-prada-is-exception-to-luxury-goods-sector/1071449.article http://www.fundweb.co.uk/fund-news/svms-lawson-why-prada-is-exception-to-luxury-goods-sector/1071449.article With an unclear outlook for the  luxury goods sector, Prada proves an exception thanks to its prospects for growth and young business. Mon, 20 May 2013 14:04 GMT http://www.fundweb.co.uk/alternatives/gold-demand-crashes-by-19-in-first-three-months-of-2013/1071263.article http://www.fundweb.co.uk/alternatives/gold-demand-crashes-by-19-in-first-three-months-of-2013/1071263.article Global demand for gold plummeted by almost 20 per cent in the first three months of the year compared to the final quarter of 2012.   Thu, 16 May 2013 12:29 GMT http://www.fundweb.co.uk/home/news/investors-most-bullish-on-japan-and-us-survey-finds/1071262.article http://www.fundweb.co.uk/home/news/investors-most-bullish-on-japan-and-us-survey-finds/1071262.article Investors are showing a three-year high in confidence for Japan and US, according to a poll by Bloomberg. Thu, 16 May 2013 12:26 GMT http://www.fundweb.co.uk/fund-news/terry-smith-why-you-should-never-use-p/e-for-defensive-stocks/1071161.article http://www.fundweb.co.uk/fund-news/terry-smith-why-you-should-never-use-p/e-for-defensive-stocks/1071161.article Focusing on the price/earnings of defensive stocks can hide their ability to create intrinsic value through their return on capital employed and cash conversion, says Fundsmith’s Terry Smith. Wed, 15 May 2013 09:52 GMT http://www.fundweb.co.uk/bonds/jpmam-investors-need-to-look-beyond-traditional-assets-for-income/1071117.article http://www.fundweb.co.uk/bonds/jpmam-investors-need-to-look-beyond-traditional-assets-for-income/1071117.article Investors have to rethink key assumptions about asset allocation in income investing as conventional areas of the market become increasingly complex, according to strategists at JP Morgan Asset Management. Tue, 14 May 2013 11:29 GMT http://www.fundweb.co.uk/global/bny-mellon-economist-predicts-multi-year-global-expansion/1071058.article http://www.fundweb.co.uk/global/bny-mellon-economist-predicts-multi-year-global-expansion/1071058.article BNY Mellon chief economist Richard Hoey says signs of slowing global growth are a “subcycle” of a prolonged period of expansion. Mon, 13 May 2013 15:44 GMT http://www.fundweb.co.uk/multi-manager/multi-managers-take-another-look-at-tech/1070942.article http://www.fundweb.co.uk/multi-manager/multi-managers-take-another-look-at-tech/1070942.article Technology has been left with an indelible mark following its boom then crash in the 1990s but the sector is now a very different animal and attracting the attention of managers again Fri, 10 May 2013 09:36 GMT http://www.fundweb.co.uk/fund-news/artemis-de-tusch-lec-looks-to-asian-reits-for-competitive-yields/1070871.article http://www.fundweb.co.uk/fund-news/artemis-de-tusch-lec-looks-to-asian-reits-for-competitive-yields/1070871.article Asian REITs provide competitive yields and can benefit from liquidity, as well as a hedging against inflation. Thu, 9 May 2013 16:04 GMT http://www.fundweb.co.uk/home/news/cyclicals-start-to-outperform-will-markets-go-another-leg-higher/1070859.article http://www.fundweb.co.uk/home/news/cyclicals-start-to-outperform-will-markets-go-another-leg-higher/1070859.article Cyclical areas of the equity market are beginning to show outperformance against their defensive peers Thu, 9 May 2013 10:19 GMT http://www.fundweb.co.uk/fund-news/multi-asset-analysis-is-now-the-time-to-hold-cash/1070792.article http://www.fundweb.co.uk/fund-news/multi-asset-analysis-is-now-the-time-to-hold-cash/1070792.article With inflation risks and uncertainties in the bond and equity markets, multi-asset managers question whether to hold a high cash position. Wed, 8 May 2013 09:58 GMT http://www.fundweb.co.uk/fund-news/martin-curries-porter-how-long-can-decent-dividend-growth-last/1070741.article http://www.fundweb.co.uk/fund-news/martin-curries-porter-how-long-can-decent-dividend-growth-last/1070741.article As dividend growth slows & global growth remains low, operationally leveraged businesses can increase profits irrespective of sales growth. Tue, 7 May 2013 15:33 GMT http://www.fundweb.co.uk/uk/niesr-uk-not-achieving-sustained-recovery-despite-q1-uplift/1070522.article http://www.fundweb.co.uk/uk/niesr-uk-not-achieving-sustained-recovery-despite-q1-uplift/1070522.article The latest report from NIESR says growth during Q1 in the UK is not enough to override “weak economy” Thu, 2 May 2013 10:13 GMT http://www.fundweb.co.uk/global/ignis-five-themes-investors-have-to-watch-in-q2/1070427.article http://www.fundweb.co.uk/global/ignis-five-themes-investors-have-to-watch-in-q2/1070427.article Ignis’ Stuart Thomson believes investors need to concentrate on alpha not beta in the current environment, as central banks could start to withdraw unprecedented liquidity from financial markets. Tue, 30 Apr 2013 16:11 GMT http://www.fundweb.co.uk/home/news/ings-tiggelen-is-selling-equities-in-may-a-no-brainer/1070291.article http://www.fundweb.co.uk/home/news/ings-tiggelen-is-selling-equities-in-may-a-no-brainer/1070291.article ING Investment Management senior investment specialist Ad van Tiggelen questions why the strategy of selling equities in May and returning to them in September might not be a good idea for 2013. Mon, 29 Apr 2013 13:59 GMT http://www.fundweb.co.uk/global/can-you-dig-it-time-to-take-another-look-at-miners/1070274.article http://www.fundweb.co.uk/global/can-you-dig-it-time-to-take-another-look-at-miners/1070274.article Jonathan Yarker asks if the mining sector, which has been unloved for so many years, could be about to start bringing investors riches once again  Mon, 29 Apr 2013 11:56 GMT http://www.fundweb.co.uk/alternatives/capital-economics-commodities-growth-to-remain-subdued/1070213.article http://www.fundweb.co.uk/alternatives/capital-economics-commodities-growth-to-remain-subdued/1070213.article Commodity prices face a slump in 2013 and growth is expected to remain subdued as hope of a sustained recovery in China fades, says Capital Economics. Fri, 26 Apr 2013 13:08 GMT http://www.fundweb.co.uk/global/investor-confidence-in-global-recovery-surges-says-bny-mellon/1070038.article http://www.fundweb.co.uk/global/investor-confidence-in-global-recovery-surges-says-bny-mellon/1070038.article Three-quarters of investors anticipate global growth in 2013 despite market volatility Wed, 24 Apr 2013 11:12 GMT http://www.fundweb.co.uk/global/imf-suggests-osborne-reconsiders-austerity-after-cutting-growth-outlook/1069590.article http://www.fundweb.co.uk/global/imf-suggests-osborne-reconsiders-austerity-after-cutting-growth-outlook/1069590.article The International Monetary Fund has downgraded its outlook for global growth for this year after cutting forecasts for most developed countries, including the UK. Tue, 16 Apr 2013 16:34 GMT