Fund managers push against the flow in global macro

“Investors are increasingly looking for alternative sources of return in liquid markets, which could provide some measure of diversification and downside protection.” In Financial Times, Ugo Lancioni discusses the launch of the Neuberger Berman Macro Opportunities FX fund. Link

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How meeting with companies can unlock hidden alpha

“This risk requires intense focus; not getting it wrong is as important as getting it right in the search to generate alpha for our investors.” In Trustnet, Phil Harris, manager of the EdenTree UK Equity Growth fund, explains why meeting company management is so important and how it helps identify ‘super growth’ opportunities. Link

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Five forces at the forefront of the next decade for Asia

“Asia is entering the next phase of its development – one extending far beyond the well-documented transition from manufacturing to service-led value chains. The secular forces shaping markets 10 years ago have been replaced by new paradigms.” In Trustnet, Jane Andrews of BambuBlack Asset Management, a BennBridge boutique, discusses how ageing populations, increasing consumption power, trade […]

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Industry viewpoints: Research post-MiFID II

“MiFID II has been in force for less than two years. However, it is relatively early to measure its impact.” In Investment & Pensions Europe’s latest magazine, Ken Wotton, portfolio manager Gresham House discusses the impact of MiFID II on research consumption. Link.

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AIM stocks can diversify UK investors’ income sources

“Mega-cap dividends can be volatile, as highlighted by the 40% dividend cut for Vodafone earlier this year.” In Investment Week, Gresham Houses’ Brendan Gulston outlines how the AIM market is an effective diversifier in the UK equity income space. Link.

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Stock markets are becoming less hospitable to newcomers

In the Financial Times, Trium Capital’s Thomas Roderick comments on Uber and the recent drop in the health of the US IPO market, as data suggests it is set to be the second-largest since 2015: “the influx of these [hybrid] type of companies has managed to sour the wider IPO market.” Link.

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Andrews sells Hong Kong holdings in Asia fund

“I wanted to be in charge of my own destiny and have my own business within the BennBridge structure.” In Citywire New Model Adviser, Jane Andrews of BambuBlack Asset Management discusses how she came to join BennBridge as a boutique and why she still has hope for emerging markets amid political tensions. Link.

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