‘Super taper tantrum’ fear and Cowley exit add to strategic bond scrutiny

A stark warning from the IMF, as well as the latest major fund manager departure, have renewed concerns over how strategic bond funds will cope with a spike in yields. With long duration proving a successful strategy in 2014, Hermes’ co-head of credit Fraser Lundie suggests flexible fixed income funds risk repeating the mistakes of […]

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T. Rowe’s Bell: A billion reasons to be bullish on Africa

There is an undoubted transformation taking place in Africa, writes Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Strategy. Currently home to more than one billion people, the African continent will have the planet’s largest population of working-age people by 2040. It is also a region with a large amount of resources and […]

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How the building blocks of LDI are changing

The focus of liability-driven investment strategies is moving towards illiquid credit. In this video for Pensions Expert, Redington’s Kenny Nicoll discusses how these underlying investments are evolving.

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Barry Norris: Draghi’s QE brought Europe back from the dead

Unprecedented stimulus in the eurozone is having a positive effect on asset prices and underlying economic growth. Barry Norris of Argonaut Capital Partners suggests ECB will, if necessary, monetise the debt of all eurozone sovereigns, thereby undermining its unique vulnerability to a sovereign debt crisis. In turn, he argues, it is increasingly likely that Greece […]

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Five reasons why Hermes is bullish on Japan

The Hermes Global Equity Fund was positive about the US a year ago, when the market was still enjoying an environment of extremely loose monetary policy. Today, however, the strengthening dollar and immanent tightening will prove significant headwinds for US companies. Manager Geir Lode puts forward five reasons why his fund is increasing its focus on Japan […]

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Robert Peston Masterclass

In Asset TV’s double bill Masterclass, hosted by BBC Business’ Robert Peston, SWMC’s Stuart Mitchell discusses the upcoming election and the potential impact of a European referendum on financial markets.

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Shining bright: why top managers have their eyes on Ireland

Ireland is outshining its struggling eurozone peers, with Irish manufacturing output recently hitting its highest level in 15 years. Alken’s Nicolas Walkewski agrees the country’s economic story as a whole is compelling, but argues stock pickers need to be nimble to uncover the hidden gems amid the general upturn. 

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