Risk parity was one of the worst performing strategies over the last 12 months, making the second highest losses of mainstream categories according to data from pensions consultant Redington. Managing director Dan Mikulskis speaks to Chief Investment Officer about the rare blip for the strategy that has outperformed for a decade. Continue reading “Risk Parity’s Annus Horribilis”
Category: News
Neuberger Berman’s Jonsson: Why we’re still shorting German bunds
Neuberger Berman’s Jon Jonsson, senior portfolio manager of the $155m Global Bond Absolute Return Fund, explains to Investment Week why he has not reduced his short position in German bunds despite the recent sell-off. Continue reading “Neuberger Berman’s Jonsson: Why we’re still shorting German bunds”
EU Signs Sans Greece Are Very Positive: Crockford
Hermes Investment Management Portfolio Co-Manager Tim Crockford speaks to Manus Cranny on Bloomberg Television’s “The Pulse” on the outlook for EU economies, various market sectors and his subsequent thoughts on investing. Continue reading “EU Signs Sans Greece Are Very Positive: Crockford”
Will Vietnam be upgraded to Emerging Markets status?
Cyclical recovery is currently underway in Vietnam, heralded by rising consumer confidence and real estate prices. Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Fund, tells Morningstar’s Perspective series how the recent developments can benefit investors. Continue reading “Will Vietnam be upgraded to Emerging Markets status?”
One to Watch: Can this fund capitalise on rivals’ capacity issues?
In this latest instalment of Investment Week’s One to Watch series, Joshua Ausden shines a spotlight on the Hermes Global Emerging Markets Fund – managed by Gary Greenberg – as an attractive alternative to Aberdeen and First State’s capacity-constrained portfolios. Continue reading “One to Watch: Can this fund capitalise on rivals’ capacity issues?”
How to invest for rising interest rates: From bonds to dividend shares, we get five experts’ ideas
Interest rates must rise one day – and that day is getting closer. This is Money asks Scott Berg, manager of the T. Rowe Price Global Growth Equity Fund, Fraser Lundie, manager of the Hermes Multi Strategy Credit Fund, Jeremy Lang, manager of the Ardevora UK Income Fund, and Hugh Yarrow, founder of the Evenlode Income Fund, how they will adjust to an immanent upward trajectory. Continue reading “How to invest for rising interest rates: From bonds to dividend shares, we get five experts’ ideas”
Man City rules: only 1 in 10 fund managers is a woman
As the PM calls for pay equality, The Sunday Times reveals a macho monopoly still controls our nest eggs. Hermes’ Global Head of Business Harriet Steel speaks to Ali Hussain about the role of women in the City.
Continue reading “Man City rules: only 1 in 10 fund managers is a woman”
How to invest like… T Rowe Price, the ‘growth stock’ evangelist
It seemed crazy to expect firms to grow during the Great Depression – but it worked for T Rowe Price. In the latest in The Telegraph’s new series on historic investing, Richard Evans looks at the unique investment approach of T. Rowe Price’s eponymous founder.
Continue reading “How to invest like… T Rowe Price, the ‘growth stock’ evangelist”
Shale and the importance of face to face meetings, especially offshore
Brian Cullen is often asked how much value his company S.W. Mitchell Capital really gets from meeting with companies face to face that they cannot achieve by reading a conference call transcript or annual report. Here, he explains to Portfolio Adviser the substantial benefits deriving from two key areas. Continue reading “Shale and the importance of face to face meetings, especially offshore”
Europe offers abundance of long/short ideas
In this AlphaSight update, Barry Norris, founding partner of Argonaut Capital, is seeing attractive ideas on both the long and short side of the book in Europe. Continue reading “Europe offers abundance of long/short ideas”