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Investors urged to beware 'herd mentality' as M&A activity looks set to soar

20 February 2015 | By Sam Shaw

With plenty of cash on balance sheets, corporate confidence back in the black and cheap borrowing abound, M&A looks set to soar even further. But how should investors work the trend?

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Is Odey right on 'darkness and mist' for global economy?

16 February 2015 | By Adam Lewis

Hedge fund manager’s stark warning as high-profile names are stripped of alpha status.

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Asset Allocation: Haywire markets lead Ventre to take cautious approach

12 February 2015 | By Michael Berry

“Dislocated” markets are becoming difficult to read so the Old Mutual Spectrum 5 fund is remaining diversified and avoiding the most consensus trades.

Jane David Miton 2014

Asset Allocation: Miton manager David Jane's brave new world of tech stocks and erratic bankers

9 February 2015 | By Michael Berry

Western technology companies will benefit most from a low-growth world with depressed interest rates, Miton multi asset manager David Jane says.

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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.


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