Why Rothschild is staying well clear of risk assets
While Rothschild head of investments Dirk Wiedmann sees strong prospects for an early equity rally this year, he has no intention of altering his defensive poisitioning.
View ArticleRBS considers up to 10,000 further job losses in downsizing
Royal Bank of Scotland could shed as many as 10,000 jobs in its global banking and markets division should it not be able to find a wholesale buyer for the investment banking arm.
View ArticleCity Financial re-launches Strategic Global Bond fund
City Financial is re-launching its Strategic Global Bond fund for Graham Glass, in a bid to widen the fund's scope into global credit and capitalise on growing opportunities in this area.
View ArticleMarkets slide as French debt auction fails to quell euro fears
(Update) Single currency hits 15-month low against dollar; CRH (CRH.L) tops loser board on the FTSE 100 following Credit Suisse downgrade.
View ArticleMarkets slide despite success of French debt auction
(Update) Britain’s FTSE 100 drops after French debt auction fails to quell mounting fears over demand for eurozone sovereign bonds.
View ArticleCowley: passive tolerance of US debt mountain won't last
Old Mutual Asset Managers Global bond manager Stewart Cowley is increasingly concerned about the health of the US and asks who should pay for its debt mountain and how.
View ArticleFrance moves closer to downgrade after bond auction
Analysts believe the nation could lose its AAA-rating later this month after 10-year bond yields shot up on a disappointing bond auction.
View ArticleThe ‘paranormal’: Gross gets set for QE tidal wave
Pimco’s bond veteran says its will be a year of great risk for financial markets as he prepares for a tidal wave of quantitative easing and plenty of 'bimodal fat-tail risk'.
View ArticleChatfeild-Roberts: pricing of risk has turned on its head
Head of Jupiter’s Merlin fund range thinks European markets present a big opportunity but warns that risk pricing has been ‘turned on its head’.
View ArticleCatCo's Jason Bibb: 2011's disasters have proved beneficial
CatCo Reinsurance Opportunities manager Jason Bibb tells Wealth Manager television how the raft of disasters in 2011 reframed the way traditional insurers bought their reinsurance.
View ArticleL&G IM launches emerging market debt passive range
Legal & General Investment Management is launching a range of passive emerging market sovereign debt funds to capitalise on the higher yields and attractive growth prospects in the region.
View Article‘Reckless’ Hungarian PM in focus as FTSE rises
UK stocks gain as US jobs data eyed; fund managers Man (EMG.L) and Ashmore (ASHM.L) hit as brokers publish cautious notes on sector.
View ArticleInvestec's Mundy: my top five UK stock picks
Alastair Mundy, manager of the £2 billion Investec Cautious Managed fund and the £480 million UK Special Situations fund, reveals his top stock picks for the year ahead.
View ArticleStenham unveils global macro fund of hedge funds
The Stenham Helix will invest in a basket of around 15 hedge funds in what it believes to be an ideal time for macro strategies.
View ArticleShvets: how to play directionless markets in 2012
Leading Samsung Securities strategist expects the MSCI China and Shanghai 'A' indices could have 20%-plus potential upside against a challenging backdrop in 2012.
View ArticleUS jobless rate falls to near three-year low
The number of employed people in the US rose by 200,000 in December, while the unemployment rate, at 8.5%, is the lowest national jobless level in almost three years.
View ArticleSchroder A-rated duo hit as Blacks Leisure enters administration
Schroders' Nick Kirrage and Kevin Murphy’s contrary call on Blacks Leisure via their Schroder Recovery fund has failed to pay off after the firm became the latest retailer to enter administration.
View ArticleFund of the Week: Ignis Argonaut European Alpha
Where next for European equities? We take a look at a consistent outperformer for those tempted to take the plunge.
View ArticleCarmignac: 2012 to be a very ‘Rock’n’Roll’ year
Around the world with Carmignac Gestion, Eric Le Coz reveals his firm's outlook on Europe, the US and the emerging markets for the year ahead.
View ArticleRBS to slash 3,500 jobs in investment banking overhaul
(Update) Fresh pressures in wholesale banking will see the state-owned lender cut thousands more jobs off its payroll in a bid to get in shape for new ring-fencing requirements.
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