Often, fighting the consensus can be dangerous and going with the flow is the safest way to generate returns. Ugo Lancioni, head of global currency at Neuberger Berman, speaks with Investment Week about some of the consensus currency positions of last year and asks if they are still compelling. Continue reading “Why it is time to ditch crowded currency trades”
Category: News
Interest rate rise would not be a ‘panacea’ for pension funds
An interest rate rise would not act as a “panacea” for the pensions industry, according to Redington co-CEO Rob Gardner. Following news the Bank of England’s Monetary Policy Committee will maintain current interest rates, Gardner tells Pensions Age a rate rise would not solve many of the “deep and complex” problems faced by many DB schemes. Continue reading “Interest rate rise would not be a ‘panacea’ for pension funds”
BoE votes 8-1 to leave rates unchanged
As The Bank of England today confirmed its Monetary Policy Committee voted by 8-1 to maintain the Bank rate, Robert Gardner, co-chief executive of Redington, emphasises that even a rate hike is no panacea for UK pension funds. Continue reading “BoE votes 8-1 to leave rates unchanged”
Euro retailers to prosper as commodities crash
Nicolas Walewski, founder of Alken Asset Management, tells AlphaScene why consumer stocks in Europe will be major beneficiaries of the lower commodity prices. Continue reading “Euro retailers to prosper as commodities crash”
Bank of England signals rate rise unlikely before 2016
As schemes are warned against expecting a rate rise this year after just one of the Bank of England’s Monetary Policy Committee members voted for an increase, Redington co-chief Robert Gardner explains to Professional Pensions why a rate rise would not be the panacea for the pensions industry. Continue reading “Bank of England signals rate rise unlikely before 2016”
The debt opportunities in stricken commodities
In this AlphaScene update, Fraser Lundie, co-head of Hermes Credit, looks at how distressed commodity producers can be an attractive area of the market for bondholders. Continue reading “The debt opportunities in stricken commodities”
Hungry for returns: four fast food stocks investors are backing
Fast food is an increasing area of interest for fund managers and retail investors alike. In the wake of Citywire AAA-rated Nicolas Walewski jumping on the trend with the online takeaway service Just Eat, Citywire Global collates the views of top managers on the restaurant chains and burger bets to back.
Continue reading “Hungry for returns: four fast food stocks investors are backing”
Why these five dividend giants are not overvalued
Popular income shares have soared over the past five years – but Evenlode’s Hugh Yarrow tells The Telegraph Unilever, Diageo, Imperial Tobacco, Procter & Gamble and BAT have not become overpriced.
Continue reading “Why these five dividend giants are not overvalued”
Reshaping DB: Why we can’t afford to repeat the mistakes of the past
In 2005, pension funds produced their first recovery plans for the newly formed Pensions Regulator. For the latest Pensions Expert Talking Head column, Redington co-founder Rob Gardner explains why results fell short – and warns the DB funding problem will persist to 2025 unless pension funds approach the problem differently. Continue reading “Reshaping DB: Why we can’t afford to repeat the mistakes of the past”
Lu: Indonesia is poised for ‘India-like reform’
Investors looking to diversify into Asia – but cautious of China – should look to Indonesia, according to T. Rowe Price’s Anh Lu. The Asian ex Japan Equity Fund manager tells FT’s Investment Adviser investors should focus on developing Asia and particularly Indonesia, which is positioned for an “India-like reform”. Continue reading “Lu: Indonesia is poised for ‘India-like reform’”