Jupiter's Somerville: Japan needs structural reform to sustain recovery
Citywire A-rated Somerville says Japan needs structural reforms to be successfully implemented before its sharp recovery becomes truly sustainable.
View ArticleCazenove duo take profits from Japan and look afresh to China
Cazenove’s Robin McDonald and Marcus Brookes have been building exposure to China and keeping a position in US dollars with a bearish view on fixed income.
View ArticleWoodford turns 'a bit more cautious' as investors shrug off risks
Star fund manager Neil Woodford has said he has become 'a bit more cautious' now markets are no longer afraid of the threats to the global economy.
View ArticleRory Bateman replaces Buxton as Schroders UK equity head
(Update) Schroders European equity head Rory Bateman has taken up Richard Buxton's UK equity leadership responsibilities in a newly created role which will see the formation of a specialist value team.
View ArticleTroy launches mirror offshore income fund for Brooke
Troy Asset Management has launched an offshore fund as a feeder fund into Brooke’s soft-closed Trojan Income fund
View ArticleA-rated Beagles rebuilds Charles Stanley stake on price dip
Citywire A-rated UK income manager Clive Beagles has begun to add to his position in private client broker and asset manager Charles Stanley again following a dip in its pricing.
View ArticleFamous five: top UK equity trades over the last week
In a new feature we highlight the key trades made by top UK fund managers and investors over the last week, with the likes of Harry Nimmo and Anthony Cross & Julian Fosh featuring in our first...
View ArticleM&G’s Woolnough: if I were the Fed, this is what I’d do…
M&G’s bond veteran Richard Woolnough says the US has had its party with quantitative easing and is now seeking to remove liquidity without causing too much damage.
View ArticleRuffer: the possibility of a '1994 moment' is a real threat
The team behind the Ruffer Investment Company fear May may not be a one off and that investors could lose money in both shares and bonds as interest rates rise.
View ArticleWoodford: why I’m not lagging the rally this time
Invesco Perpetual’s Neil Woodford says the vast amount of quantitative easing is ‘lifting all ships’ although he believes this rally is different to the past.
View ArticleMiton’s Sullivan keeps active in Japan despite recent pain
James Sullivan is sticking with his Japanese active managers despite reducing his Japan exposure by selling passives following the country’s equity market falls.
View ArticleHaysey follows Breuer-Weil in RIT Capital exit
David Haysey, head of public equities at Lord Jacob Rothschild’s £2 billion RIT Capital Partners, is to leave the investment company, Wealth Manager understands.
View ArticleFidelity's Spreadbury: the violent sell off may not be over yet
Fidelity's Ian Spreadbury says recent volatility in core government bond markets shows how hard it has become to find genuine safe havens.
View ArticleCazenove Capital European equity star Chris Rice to exit
Cazenove Capital Management’s (CCM) star European manager Chris Rice is leaving the firm in July, which will see his flagship European funds handed over to Steve Cordell.
View ArticleWoodford honoured in Queen's birthday celebrations
(Update) Neil Woodford, Invesco Perpetual's UK head of investments, has been awarded a CBE for services to the economy.
View ArticleSchroder Income's Kirrage ups US tech and defence stocks
Schroder Income's Nick Kirrage says it is still too early to buy back into miners, but he is finding attractive value plays in the beaten up US tech and defence sectors.
View ArticleGold plunges below $1,200 to hit three-year low
Gold has plunged to its lowest level in three years on signs US quantitative easing (QE) is drawing to close.
View ArticleM&G reshuffle sees French pass on £1.3bn fund and Alex Odd exit
Graham French has stepped back from running the M&G Managed Growth fund to become deputy, handing the reins over to Randeep Somel, while equity income manager Alex Odd has left the firm.
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