- Fund Strategy
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?
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.
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?
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.
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
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.
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
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.
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.
Nicolas Walewski is managing partner and head of investments at Alken. His diary runs from 13-18 May.
A request from an employee has got the chairman thinking he may have to call in the paramilitaries.