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Cover story
The UK’s new industrial revolution
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?
Comment
Leader: Time for Japan bulls to pause for breath?
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.
Perspective
Europe’s imbalancing act
The Target2 transfer system is being slammed for facilitating the unfair propping up of less wealthy eurozone states. Did a covert system of bailouts start six years ago when crisis hit?
Collinson
Playing by the Gardhouse rules
Managers keen to impress Lee Gardhouse, who runs Hargreaves Lansdown’s flagship Multi-Manager Income & Growth fund, must put in the time to build a long track record.
Investment trusts
How regulators finally got it right
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.
Adviser fund index
A market pushed out of kilter
As the rally in equities continues apace, demand for income is pushing up the values of blue-chip dividend-paying stocks as they compete with bonds for investors’ attention.
Specialist
Set your cap at modest markets
Capped return products are not suitable for everyone but they are a safe option that is great for generating yield for the cautiously optimistic investor
Focus
M&G challenged by shifting sands
The changing market environment raises questions of direction for M&G as its fixed income funds turn in a low-key performance and some of its equity funds look ripe for a turnaround.
Multi-manager
Eyes on emerging Asia
The IMF’s latest Asia report predicts that the real economic growth will come from emerging countries. But even with a 7.2 per cent boost, the caveats for investors remain.
Diary
The diary: Alken's Nicolas Walewski
Nicolas Walewski is managing partner and head of investments at Alken. His diary runs from 13-18 May.
Scam
Scam
A request from an employee has got the chairman thinking he may have to call in the paramilitaries.
