T. Rowe manager: ECB QE hint to stabilise credit markets

T. Rowe Price’s Michael Della Vedova has hailed the European Central Bank’s hint it may extend its €1.1trn quantitative easing programme, reports FT Adviser. The manager of the T. Rowe Price European High Yield Bond Fund explains the suggestion – which reflects the ECB’s supportive stance on growth – will help stabilise the region’s credit markets.

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Argonaut: Standard Chartered is a broken business

Standard Chartered has this week announced a loss-making Q3 accompanied by a $5.1 billion rights issue and a strategic review, writes Barry Norris for Citywire Wealth Manager. The Argonaut Capital CEO explains that while new management has gone a long way to owning up to the previous failings of the bank, it has also admitted to new […]

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Top fund manager: ‘I don’t meet company bosses – they lie’

Most fund managers spend a lot of time meeting the management teams of businesses in which they are considering an investment – but Ardevora’s Jeremy Lang is different, reports the Telegraph. The UK Income Fund manager makes a point never to meet company executives, arguing they all too often end up “misleading investors”. Here he […]

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China’s Fifth Plenum: what investors need to know

China held its fifth plenary session this week, where the ruling Communist Party decided the details of its 13th Five Year Plan behind closed doors. Full details of the decisions the government has made will not be released until March next year, but leading fund managers have already started making predictions – with Hermes’ Gary Greenberg […]

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Where eight stockpickers are finding real opportunities

From beaten-up Chinese equities to unloved UK retailers, recent volatility has thrown up interesting opportunities for the intrepid investor. Citywire Wealth Manager canvasses T. Rowe Price’s Stephane Fertat, Neuberger Berman’s Frank Yao, Stenham’s Tim Beck, SWMC’s Stuart Mitchell, Hermes’ Fraser Lundie, and Evenlode’s Ben Peters on their contrarian calls.

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Best execution: Staying ahead of the regulatory curve

Regulation has been a key concern for the asset management industry since the onset of the financial crisis, with MiFID becoming a bedrock of an effort to reshape capital markets regulation across Europe. Alex Kerry, head of Winterflood Business Services, tells Professional Paraplanner why companies trying to stay ahead of the regulatory curve on execution need to start thinking […]

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Apple appeal: specialists react to the tech giant’s record figures

The record-breaking corporate profits announced by Apple on October 27 have divided sector specialists, with concerns raised over future developing world growth. Citywire AAA-rated Joshua Spencer, manager of the T. Rowe Price Global Technology Fund, tells Citywire why he believes the upsurge in demand for the iPhone in China will fail to sustain Apple’s long-term growth.

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The giants in UK small caps

The UK Smaller Companies sector provides a number of opportunities set for potential outperformance. Citywire Wealth Manager looks towards Hermes Investment Management’s UK Small and Mid Cap Companies Fund, managed by David Stormont, as one firm delivering on this front.

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