Be wary of companies engaged in M&A, says Cédric de Fonclare
Cédric de Fonclare, manager of the Jupiter European Opportunities Fund, explains in this video interview why he looks with suspicion at the recent wave of M&A.
Investment
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Why should you invest in an absolute return fund?
Barry Norris, manager of the Argonaut Absolute Return Fund, gives his view on what sort of return an absolute return fund should deliver. He also explains the difference between good risk and bad risk.
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European equities top fund flow charts for back-to-back months
European equity funds are once again in high demand. In November, European equities were the most popular asset class for two consecutive months for the first time since February.
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US equity tea leaves do not make for easy reading
Like any good rollercoaster, global equity markets had, by the end of the year, returned pretty much to where they started, while at the same time leaving investors somewhat shaken and a little nauseous for all the ups and downs along the way.
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BlackRock iShares see $130bn of inflows as ETF industry hits record
US funds giant BlackRock said its iShares business had seen $130bn of new inflows during 2015 as strong retail and institutional demand drove the global exchange traded funds (ETFs) to post a record annual increase of $347bn.
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It’s easy to see the attractiveness of corporate bonds, says David Roberts
David Roberts, head of fixed income at Kames Capital, argues that the choice between government bonds and corporate bonds is an easy one. He also argues eurozone investors are underestimating the dangers of inflation in 2016.
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Did investors get their fixed income outlooks right?
That bonds were not going to return a great amount of money in 2015 was not a hard call to make a year ago. But how were fund selectors and asset managers looking at fixed income at the end of last year?
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Investors keep pouring money into GARS – is that a good idea?
The SLI GARS fund was the best-selling mutual fund in Europe in November, taking in €1bn in net new money. However, there are multi-strategy funds that perform much better.
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An EM rebound, calmer commodities, and other reasons to be optimistic
I’ve lost count of the number investors who described themselves as “cautiously optimistic” in 2015, but going into 2016 maybe we should drop the caution entirely (or at least tone it down a bit).
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What if the Fed is wrong and other scary thoughts for 2016
A look at the coming year for those whose glass is half empty.
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Brendan Murray’s guide to navigating uncertain macro weather
In this video interview, Putnam Investments’ Brendan Murray explains how growth and inflation impact the performance of different investment strategies.
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Woolnough says world economy healthier than many think
Arguably the biggest name in UK fixed-income investing, M&G’s Richard Woolnough talks bear markets, duration, deflation, outflows and whether bonds really do have a problem with illiquidity