Investment
Alternatives | 29 May 18
Advisers mixed on Helena Morrissey’s Girl fund
Has LGIM struck a blow for equality with its Girl fund and maybe more importantly, will advisers respond?
Opportunities and risk in disruption
Investing in disruptive companies requires a blend of new entrants with established companies to minimise risks, according to Wesley Lebeau, Paris-based thematic equities portfolio manager at CPR Asset Management, a subsidiary of Amundi Asset Management.
Investors pile into Vanguard ETF despite launch of cheaper rival
European investors have piled into a Vanguard ETF tracking the S&P 500, despite the launch of a cheaper rival tracking US large-cap companies.
Italian Government bond spreads rely on incoming finance minister
The movement of Italian government bond (BTPS) spreads will depend on who will be the next finance minister, and future volatility will depend on whether the new government’s decisions diverge from the European Union, according to a top fund selector.
Deutsche Wealth Management turns more cautious
Deutsche Wealth Management has increased the allocation to sovereign bonds in the firm’s model balanced portfolio, which forms the basis of portfolios it manages for clients in the Asia-Pacific.