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Funds management
Global fund managers are starting the year with an optimistic mindset and “have never been as bullish” on the prospect for short-term interest rates, according to Bank of...
Funds management
The excessive levels of cash held in money market funds is poised to fuel a significant rally in risk assets this year, according to Principal Asset Management, but it wi...
Funds management
The asset manager has moved overweight duration for the first time in three years as it believes the rate hiking cycle has concluded, as well as moving overweight UK and ...
Funds management
Investors are entering 2024 with high weightings to cash but allocations are starting to fall in favour of equities as the RBA opts to hold rates....
Funds management
While these fund managers believe the earnings story from AI outside the tech sector is likely to only play out by 2025, here’s how they’re stock-picking in the meantime ...
Funds management
The boutique equity investment manager has announced the launch of a new fund in the small cap space, with high expectations of outperformance ahead. ...
Funds management
Fund managers are the least bearish since February 2022 with cash weightings shifting into equities and 42 per cent expecting no recession in the next year, according to ...
Funds management
With markets having already experienced an ‘unsynchronised recession’, the asset manager expects a re-acceleration of big tech in the coming quarters and suggests the wor...
Funds management
Market watchers can expect to see one of the most volatile reporting seasons in the coming weeks which could bring up buying opportunities, according to this portfolio ma...
Funds management
Although emerging markets managed to buck the trend, riskier assets such as equities, property, and mixed asset funds have seen record outflows in the second quarter of 2...
Funds management
Outlining the three sectors likely to do well in current market conditions, this portfolio manager explains why it is too simplistic to lean on large caps and blue-chip c...
Funds management
With the belief that markets are oscillating between fragility and resilience, the investment manager has outlined three themes it expects to see in the third quarter of ...
People & Products
The equities asset manager has promoted Blake Dowsett, a founding member of Touchstone, to the newly created role of head of research....
People & Products
Nobel Prize winner Harry Markowitz, creator of the modern portfolio and efficient frontier theories, has died in California aged 95....
Funds management
Asset allocators are cutting their exposure to both cash and equities as they await a meaningful downward surprise to interest rates....
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...