“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
“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
“We managed to deploy our risk in the portfolio in a way that allowed us to participate and benefit from some trends.” In FE Trustnet, Adrien Pichoud, portfolio manager at SYZ Asset Management, discusses his portfolio’s shift from bond exposure to equity. Link.
“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 The secular forces shaping markets 10 years ago have been replaced by new paradigms.”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 […]
“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.
“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.
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.
In Investment Week this holiday season, managers from T. Rowe Price, PGIM Fixed Income, Nordea Asset Management, Neuberger Berman, Cohen & Steers and Ashburton Investments discuss what they’re expecting from US markets and the economy as we move into 2020. Link.
“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.