Equities
Franklin Templeton: Ignore recessionary fears, US in ‘growth pause’
The US is in a period of “growth pause” rather than lapsing into recession, with long-term equity opportunities in technology and healthcare companies, according to Franklin Templeton’s Grant Bowers.
Quaero Argos Assets fund given Ucits status
Quaero Capital’s Argos Real Assets fund has been given Ucits status having secured a three-year track record.
Alternatives | 17 Mar 16
Replacing fixed income with equity market-neutral – a dangerous idea
Some investors replace part of their fixed income holdings with market-neutral equity. Though these funds are supposedly uncorrelated to the equity market, it’s better to choose a diversified approach, argues Rui Machado, alternative investments director at IM gestao de ativos in Lisbon.
Study: China the source of global financial shocks
Advanced economies have become the net receiver of market shocks, while China and other emerging markets have turned into the sources, according to an IMF working paper.
Ashburton offers Sterling share class for India equity fund
Ashburton Investments is set to launch a new Sterling share class for its US dollar-based India Equity Opportunities Fund.