In the current low-yield environment, emerging markets have attracted many investors in search of growth and higher yields. However, frontier markets, or countries in the early stages of their development, offer investors even greater potential. While most established emerging markets are expected to continue growing in the coming years, replicating the same degree of strong […]
David Thornton, senior investment manager, Premier Asset Management Mortgaged-backed securities may have been unfamiliar to many investors prior to the global financial crisis in 2008 but since then, simply uttering the words ‘mortgage backed securities’ was enough to cause many investors to baulk. Throw the term ‘subprime’ into the mix and it would bring on a […]
This year has been a bumpy ride for the UK funds industry, not least due to the uncertainty preceding the EU referendum and subsequent fallout from the Brexit vote. Indeed, the second quarter of 2016, which is usually one of the strongest for sales, marked two consecutive quarters of net redemptions – the first incidence […]
For investors looking to diversify their portfolios away from equities and bonds, property is often a popular choice. However, as the low interest rate environment enters its sixth year, demand for yielding property investments has pushed up valuations and compressed yields. Prudent investors may want to consider diversifying their exposure away from commercial or residential […]
When respected UK equity manager David Urch joined EEA Fund Management it may have raised a few eyebrows. Previously headhunted by big name fund groups such as Martin Currie, Scottish Widows Investment Partners and Fidelity International, it perhaps came as a surprise for Urch to join the relatively smaller alternative asset manager in late 2013. […]
Having founded his own business nine years ago, Stuart Mitchell, the former European equity manager at JO Hambro Investment Management, says he is now almost unemployable at any other fund management group. A month after leaving JOHIM in March 2005, Mitchell realised a long-held dream by setting up his own venture – SW Mitchell Capital. […]
The foreign exchange market offers an excellent source of diversification where a huge range of participants can optimise their risk/reward profiles as they exploit currency divergences
Justin Urquhart Stewart reveals how discovering he was the ‘world’s worst barrister’ and being shot and seriously wounded in Uganda led him to his calling in finance and co-founding Seven Investment Management. Interview by Beth Brearley.
Kunal Desai is manager of the Neptune India fund. His diary runs from 21-27 April.
Property funds are at last converting to the more investor-friendly Paif structure now that administrative hurdles have been resolved and a capital gains tax risk has been removed
Three years ago Liontrust was a boutique that was out in the wilderness. Its assets under management had plummeted from £5bn at their peak in 2007 to £1bn in 2009 and the group was continuing to haemorrhage assets across the fund range, fuelled by the shock announcement of Jeremy Lang and William Pattisson’s departure in […]
Shareholders of the Finsbury Worldwide Pharmaceutical Trust have voted to change its name to the Worldwide Healthcare Trust.