Funds Hub

Money managers under the microscope

Agriculture funds make hay…

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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.

Morning Line up: Soros, flash crash and potash

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

RTR1SGF8Soros gives away $100 mln - Guardian

There’s potash in them thar hills… – Reuters

Flash crash sparks dash – USA Today

Divs ain’t that bad – Bloomberg

..another fund tapping EM markets via UK Plc – Reuters

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

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.

Live from the City Oscars 2010

I’ll be at the Guildhall in London today for the latest run down of the financial sector’s favourite brokers, analysts and fund managers.

Did Neil Woodford cause the BP oil slick?

Well, no. Of course he didn’t. And if pressed, he’d probably rather the southern seaboard of the United States wasn’t slowly turning into a necklace of slippery brown beaches.

But he is one of very few to benefit from the avalanche of political opprobrium, escalating costs and reputational damage that has engulfed BP in the last month, sending the shares 30 percent lower and leaving the pension pots of poor grans and grandads looking markedly less healthy.

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