Funds Hub
Money managers under the microscope
Morning Line-Up: Carlyle, Chinese Stocks, Prudential Inc
News and views on the asset management industry from Reuters and elsewhere:
Carlyle acquires Dutch fund of funds – FT
International funds move into Chinese stocks – Wall Street Journal
INSIDER-Bullish Outlook for Stocks for 2011
Investors lifted their exposure to stocks to a 10-month high in December, according to a Reuters poll. Nordea’s Asbjorn Trolle Hansen says they are right to be bullish about 2011.
Back to basics
Liverpool Victoria Asset Management managing director Ann Roughead is a woman on a mission.
She is trying to sell her “no frills, back to basics” investment style to UK investors and as she prepares to take her business to UK institutions next year, she insists the existing UK investment model of churning out products and ideas is a broken one.
HSBC fund arm CEO is a Russia bull
Russia may be lagging other emerging markets, but the outlook for commodity prices suggests outperformance is not far off, John Flint, chief executive of HSBC Global Asset Management tells Insider.
Morning line-up: Asian solar, bonds and correlations
News and views on the fund industry from Reuters and elsewhere:
Lands of the rising sun – Reuters
Bonds. Bubble? – Telegraph
Chasing the dream – Reuters
Don’t take it personally.. – Belfast Telegraph
New bid to solve hedge fund rules row – Reuters
Correlation swaps.. – FT Alphaville
Morning line-up: Soros, Ponzi, and steamrollers
News and views on the fund industry from Reuters and elsewhere:
Guilty plea in Ponzi case – WSJ
Newcits over-rated? – FTAdviser
from Emily Chasan:
Fortress CEO: The black box is dead
Famously secretive hedge funds may have to stop being so secretive if they are to continue attracting all that money from their wealthy clients.
Chief executive of Fortress Investment Group, the $41.7 billion hedge fund and private equity group, said investors are demanding a lot more transparency these days.
Unstable, greedy, selfish….
Not the words ringing in my ears as I leave for work every morning, but City of London Investment CEO Barry Olliff’s take on the UK financial sector.
Olliff is taking his company from AIM and onto the main market next month and the new governance guidelines which will apply to the firm as a result have sparked a frank assessment. Take it away, Barry:
Morning line-up: Fees, realities and Aussies
News and views on the fund industry from Reuters and elsewhere:
Back to life; back to reality – FT
Terry Smith: fund manager – Guardian
Good fees? bad fund… – MarketWatch
Agriculture funds make hay…
There’s potash in them thar hills… and maybe sometime soon we’ll be wondering aloud whether potassium carbonate (thanks: Wikipedia) can push on to $2,000 per ounce. In the meantime, the buzz around fertiliser stocks has driven agriculture funds to some eye-catching outperformance.
We’ve taken a look at performance in August among equity funds available to buy in Britain. Stuart Winchester’s Thai equities fund is putting others in the shade, and a few gold funds are dotted about near the top of the rankings, but we liked the story behind the agri funds’ outperformance, riding on the back of a wave of M&A activity. You can read the story here.
