- Home
- Fund Strategy
- Issues
- 4th April 2011
4 April 2011
End of his tether
Policymakers struggle to predict spikes in commodity prices, which are more likely a result of structural changes in emerging markets - a trend that demands a redefinition of medium term as inflation remains above target, writes Tomas Hirst.
Big words on growth belie small ambition
The government’s self-righteous moralising over Libya seems to have distracted attention from its attempts to promote innovation. From the coalition’s perspective this is probably a bonus as its plans for “StartUp Britain” are unconvincing.
North America and Absolute Return back in top five
North America and Absolute Return swooped back to the top of the Investment Management Association sector sales charts for February, although Japan also saw strong inflows just before its recent earthquake.
Funds add to pre-quake weightings
Global fund managers have revisited Japan after the March 11 earthquake, some saying the disaster may have created opportunities to invest in the country.
-
Valuations prompt Skandia to raise Asian bias
-
Doubts remain on inflation statistics
-
Test shows Irish banks face €24 billion funding gap
-
Premium on cyclicals more than in tech bubble
-
Santander multi-manager goes global
-
Moves to boost enterprise-led recovery may not convince
-
A range ripe for regulatory benefits
-
Positive charge – but well insulated
-
Where opportunity knocks in Europe
-
New rules prompt cautious stance
-
Gem of a strategy: invest in the banks
-
Rules herald era of low-cost advice
-
Global project exposes Britain’s shortfalls
-
Growth drives sector’s rude health
-
Scam
-
Fund managers diary
