Global Investing

Josh Lyman and fund managers’ Gordian knot

July 19, 2013

“We got momentum, baby! We got the big mo!”

Josh Lyman in the TV series ‘The West Wing’ may have wanted it in a presidential election race, but what of fund management companies? Do asset managers want investors to buy and sell their products as the momentum of fund returns ebbs and flows?

from Funds Hub:

Cazenove’s Russell eyes market turning point

January 20, 2010

Cazenove's Tim Russell, one of the UK's best-regarded fund managers, reckons cyclical stocks -- the winners in 2009 -- look expensive while defensives look cheap and says he may increase his bets.

from Funds Hub:

Light at the end of the tunnel?

February 12, 2009

rtxb5afThere's no shortage of bad news in the financial world at the moment.

But one top hedge fund manager believes that equities could soon be heading for a very sharp rally.