Funds Hub

Money managers under the microscope

Yen? Too late.

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European investors have missed the boat if they wanted to adjust their portfolio to take advantage of a rising yen as the currency has peaked, says BNP Paribas Asset Management’s Hubert Goye.

You can watch his interview with Reuters Insider here: http://link.reuters.com/ket58n

Morning line-up: China, miner and the SEC

News and views on the fund industry from Reuters and elsewhere:

RTR1SGF8The lowdown from BHP funds – Reuters

Quote stuffers – WSJ

Lex on China’s ‘first’ hedge fund – FT

Tough calls for FoHFs – Reuters

Ex-Mizuho traders go hedgie – Bloomberg

Morning line-up: Loeb letters, movers and tutters

News and views on the fund industry from Reuters and elsewhere:

RTR1SGF8Bumper day of movers – Reuters

Blind leading the blind? – Baseline Scenario

… and Felix Salmon joins the debate – Reuters

Bulls dwindle – Hedgeweek

SLI tut-tuts after Tomkins deal passes – Guardian

from Jeremy Gaunt:

And the investor survey says…

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Reuters asset allocation polls for August are out. They show very little change from July, which suggests investors are still cautious and uncertain about what is happening.

One big difference, month-on-month, was a large jump into investment grade corporate debt.  Andrew Milligan of Standard Life Investments reckons this  may in part  have been because  sovereign debt rallied so much over summer that returns from government bonds are now too meagre.

Trimming equities in the summer freeze…

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Leading investors around the world barely changed their exposure to assets in August, trimming equities slightly in favour of bonds, where they loaded up on top-notch corporates, Reuters polls showed on Tuesday.

Leading investors around the world barely changed their exposure to assets in August, trimming equities slightly in favour of bonds, where they loaded up on top-notch corporates, Reuters polls showed on Tuesday.

Watch the video by clicking the link below:

http://insider.thomsonreuters.com/link.html?ctype=groupchannel&chid=3&cid=138985&start=0&end=356&shareToken=Mzo0ODRmYWMyYy1kMjgxLTRhNjMtYmRjZS1iN2ZkYmY3OTNjNjY%3D

Morning line-up: FSA, risk and wise owls

News and views on the fund industry from Reuters and elsewhere:

RTR1SGF8So who’s regulating the people who regulate the regulators’ pay – FT

Hedgies tiptoe away – Reuters

Foot off the gas – Bloomberg

SA hedge funds get in on the act – Business Day

Altman is a hoot – Reuters

Where there’s muck…

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Pensions schemes are in trouble, but those attempting to get them out the mire are seeing some money-spinning opportunities.

Corporate retirement funds that have promised to pay workers based on their final salaries have long been heading for difficulties as we humble drones have the temerity to live longer than anyone thought possible. Combine that with roller-coaster markets and unpredictable inflation and interest rate prospects and trustees start hunting around for a golden bullet.

Morning line-up: Stanford, lifeboats and Swip

News and views on the fund industry from Reuters and elsewhere:

RTR1SGF8Stanford takes on Lloyd’s – Guardian

Lifeboat tries to escape storm – Reuters

Pension funds and alternatives – AllAboutAlpha

Hedgies plan Grand Tour – Forbes

SWIP swipes – FTAdviser

Morning line-up: Hackles, pay days and Gross

News and views on the fund industry from Reuters and elsewhere:

RTR1SGF8Hackles up over US governance move – FT

Brevan Howard’s ‘good’ crisis pays off for staff – Reuters

Growth acronyms’ latest evolution – Guardian

TPG: Once you pop… – Reuters

Gross, gross – Clusterstock

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