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Cover Story
Lost in space
New Star shone with its galaxy of strong managers and stellar performances, but it fell to earth and its story ended in takeover and a messy tribunal. James Smith examines the group’s legacy and how the funds have performed since.
News
Invesco triple bill is a balancing act
Invesco Perpetual has launched three balanced funds managed by chief investment officer (CIO) Scott Wolle.
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Troy aims for success with offshore version
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Financials manager backs Euro banks
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Fundsmith founder attacks platforms and fees
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Henderson poised to gear trust for first time in four years
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M&G manager boosts bias to gilts
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Shrinkage of eurozone economy set to continue
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Fund groups back BoJ’s surprise move on fiscal easing
Comment
Star leaves mark on the fund firmament
When you look at the stars at night you are effectively staring at a huge number of ghosts.
News Analysis
Growth forecasts too pessimistic, says Cazenove CIO
British growth forecasts “will have doubled, if not trebled” by the middle of 2012, according to Richard Jeffrey, the chief investment officer at Cazenove Capital Management.
Strategy
Brazil prospers from global interest
Brazil outpaced Britain as the world’s sixth largest economy last year, partly owing to a rise in foreign direct investment, particularly in services and especially by America and Spain.
Perspective
One-sided view ignores the flaws
Britain and Germany share similar weaknesses, including low growth and stagnating living standards, suggesting that calls to emulate the German model should be treated with caution.
Trends
Demand up, but not for any old iron
China’s growth fuels demand for iron ore, but technical hitches and regulations constrain supply and increase costs. Investors should seek low-cost producers with growing margins.
Q&A
Taiwan and telecoms lift emerging fledgling
Projit Chatterjee talks to Adam Lewis about the UBS Emerging Markets Equity Income fund.
Patrick Collinson
Why 2012 could be a vintage year
If Neptune’s Mark Martin has read the psychology correctly, investors are responding to a need to be back in the stockmarket. In his view, this could be one of the ’good’ years to invest.
Investment Trusts
View of a golden future ... for some
Investment trusts will have a “head start” in the supposed level playing field after RDR, says Collins Stewart, but it will be those that meet key criteria that will see a surge in demand.
Adviser Fund Index
Where can the cautious go but cash?
Cautious investors have seen their capital eroded over the past five years, and with defensive strategies still likely to underperform, there are signs that an appetite for risk is returning.
Focus
Broad-minded path to ethical profit
In the world of funds, ethical does not mean narrow, says Sue Round, the head of investments at Ecclesiastical, whose funds attract attention with top-quartile performance. By Tomas Hirst.
Fund of funds
Fleet-footed moves keep fund on top
The managers of Cazenove Multi-Manager Diversity Tactical embraced a risker strategy by rotating allocations from a defensive position, which propelled the fund to the top of the table.
Fund managers diary
Fund managers diary
Neil Wilkinson is the manager of the Royal London European Growth fund. His diary runs from January 30 to February 5.
Scam
Scam
As a basic maxim of investment appears to be exposed as a myth, it dawns on the chairman that the key to success as an investor is a matter of looking not forwards, but backwards
