Asset allocation: Threadneedle bets on Australian bonds to offset China fall

30 October 2014 | By Michael Berry

A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.


Japan's corporates buck the trend

23 October 2014 | By Pamela Morris

Industry experts say Japanese corporates offer attractive earnings growth and valuations despite worries over recent macroeconomic data


Can Alibaba sustain its magic carpet ride?

26 September 2014

Alibaba’s IPO on the NYSE last week was the largest ever debut listing on the bourse, and its $68 a share price quickly soared a peak of $93.89 on the first day’s trading.


Is the Nikkei 400 a good stock guide for fund managers?

18 September 2014 | By Sam Macdonald

The Japanese Nikkei 400 index launched in the summer of 2013 as an index showcasing the country’s most shareholder-friendly and best-run companies, but how much of a guide is this for fund managers?


Henderson's HINT manager boosts Asia Pacific exposure

15 August 2014 | By Pamela Morris

Ben Lofthouse has added mainly to Chinese equities following signs of reforms in the country’s state owned enterprises.


Which funds topped Bestinvest’s Spot the Dog list?

19 July 2014 | By Gary Jackson

Bestinvest has published its latest Spot the Dog report, highlighting 49 underperforming funds running £19.55bn in assets.


Why Apollo is shooting for unloved Japan and emerging markets

14 July 2014 | By Gary Jackson

Apollo Multi Asset Management has spent recent months moving into two areas of the market that have been relatively unloved by investors of late - Japan and emerging markets.


Extra Isa allowance: Three funds to add to portfolios?

25 June 2014 | By Gary Jackson

Some investors could be looking for new funds for their portfolios on 1 July, when the Isa tax-free limit rises to £15,000 following the overhauls laid out by chancellor George Osborne in the 2014 Budget.


Psigma: Our portfolios might look boring, but they're not

9 June 2014 | By Gary Jackson

Chief investment officer Tom Becket says “boring” veneer conceals a number of contrarian plays.


Are Abe's nationalist politics the real risk to Japan?

29 April 2014 | By Pamela Morris

Some investors believe Japan’s prime minsiter Shinzo Abe will move away from his economic plans to a more nationalist agenda.


How are global managers positioning towards Japan?

23 April 2014 | By Gary Jackson

The surge in the Japanese stockmarket during 2013 has given way to disappointment in the opening months of 2014 as investors grow cautious on the promises made by ‘Abenomics’.


Time to despair about China? Hard landing fears could be overblown

16 April 2014 | By Gary Jackson

China has posted better-than-expected growth figures for the opening quarter of 2014, leading some to question whether fears of hard landing in the world’s second largest economy have been overdone.


The funds avoiding the worst of Japan’s 2014 sell-off

14 April 2014 | By Gary Jackson

Japanese equities have had a tough start to 2014 as investors worry that its government will fail to make good on its pledge to kickstart growth in the world’s third largest economy.


Abenomics: Sowing the seeds of change or a potentially disastrous experiment?

10 March 2014 | By Gary Jackson

Investors are starting to express concern over the slow pace of progress in Japan’s structural reforms, leaving fund managers split over the opportunities in the world’s third largest economy.


Was Japan's latest sell-off a 'healthy' correction?

11 February 2014 | By Pamela Morris

Fund managers are sticking by Japan despite a weak start to 2014 and the market correction at the start of February.


Emerging markets: Not the time to be underweight this unloved asset class?

30 January 2014 | By Gary Jackson

Emerging markets had a tough 2013 and events of the last week have seen them sell off even more. But should investors be cautious about being underweight emerging markets right now?


Fund managers hike risk-taking bets despite valuation worries

22 January 2014 | By Gary Jackson

Asset allocators are continuing to add risk to their portfolios even as concerns grow that the stockmarkets are looking expensive, the latest Bank of America Merrill Lynch Fund Manager Survey shows.


Hargreaves Lansdown: The funds we'll be watching in 2014

16 January 2014 | By Gary Jackson

HL’s research and fund management teams have highlighted nine funds they find interesting for their own portfolios.


Adviser verdict: What will be 2014's investment opportunities?

10 January 2014 | By Pamela Morris

Advisers look to contrarian commodities and value plays as equities look fully valued overall and bonds continue to appear expensive.

Fund Data


Which will be the best performing equity region in 2015?