Investor fears see gold return to top traded funds list
The BlackRock Gold and General Fund has returned to the list of top traded funds on the Share Centre.
Investment Strategy
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Pictet WM: What needs to happen for a lasting market rally
Investor fear is out of whack with actual economic fundamentals and a sustainable rebound won’t happen until one of three broad shifts occurs, argues Christophe Donay, head of asset allocation and macro research at Pictet Wealth Management.
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Henderson’s plans to double AUM in five years
Henderson Global Investors’ Greg Jones talks about alpha generation and counter-cyclical strategies.
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Asian equity managers like India: Morningstar
Portfolio managers of Asia ex-Japan equity funds favour India while avoiding Malaysia and Australia, according to Morningstar.
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Multi-asset funds see first outflows since 2011
Multi-asset funds saw their first net outflows in more than four years in January, according to fresh Morningstar data. The outflows were the biggest since October 2008.
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Dublin Roundtable: Navigating noise and lower-for-longer growth
The precipitous falls seen on stock markets in recent weeks have opened up opportunities for brave managers of long term money, while at the same time ratcheting up the noise and negative sentiment in the round.
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ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
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Carmignac Patrimoine looks to Euro bank credit, cuts equities
Carmignac Patrimoine has shifted its focus to US treasuries and credit opportunities in European financials as the managers maintain their bearish view on equities.
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The final great investment frontier: Iran
Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Fund and T. Rowe Price Middle East & Africa Equity Fund recently visited Iran. Here he outlines why many of the assumptions investors have about the country may need a major upgrade.
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Fed rate hikes will drive down long-term returns – Credit Suisse
Credit Suisse has released a report which forecasts real equity returns will be limited to 4-6% over the next ten years and real bond returns will be close to zero.
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Killik & Co launches multi-asset offering
Killik & Co has launched Panel Portfolio, a multi-asset service designed for investors with accounts of at least £750,000 ($1.08m, €973m).
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ANALYSIS: Beware China’s rapidly diminishing cash pile
The ‘humiliation’ of emerging markets, led by China, is currently at an extreme says Bank of America Merrill Lynch.