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  1. Stress test cheat sheet: what to expect from the AQR

    By Chris Sloley on 24 October 2014

    From the likely pass rate to the benefits of bank scrutiny, PIMCO’s Philippe Bodereau outlines the key things to look out for.

  2. EM insider: wash your hands of Brazil's soap opera

    By Raphael Kassin on 23 October 2014

    If your fund manager holds Brazilian bonds, you should ask him why, says developing world debt specialist Raphael Kassin.

  3. Schroders $6bn mixed asset duo bulk up HY bet

    By Luca Rossi on 23 October 2014

    Iain Cunningham believes Federal Reserve rate hikes will be later in the cycle than markets are pricing in.

  1. Investors too ‘Eurocentric’ on Africa, says Old Mutual strategist

    By Matthew Goodburn on 22 October 2014

    Developed world investors are looking at the market through ‘outdated’ means, says Graham Bell.

  2. Euro companies not countries set to outperform, say Fidelity stars

    By Luca Rossi on 21 October 2014

    Stronger and more solid companies are coming to the fore with profitability returning, says asset manager’s European equity team.

  3. Old Mutual to launch Pan Africa fund to international investors

    By Matthew Goodburn on 21 October 2014

    CAPE TOWN: Asset management firm reveals plans to open up continent-focused strategy to wider investor audience.

  4. Boston-based firm unveils EM small-cap equity fund

    By Luca Rossi on 20 October 2014

    Asset management firm teams up with Russell Investments to develop new strategy looking beyond existing EM investment themes.

  5. Michael Lipper: the failure to learn from investment failures

    By Michael Lipper on 20 October 2014

    Investors should have responded to the market correction by taking time out to look at the error of their ways, says the Wall St veteran.

  6. Morgado's successor hints at increasing stock concentration

    By Chris Sloley on 15 October 2014

    Newly-assigned manager Fabio Riccelli dismisses suggestion of full-scale overhaul but indicates concentrated approach for Fidelity funds.

  7. Fidelity names new CEO as part of succession plans

    By James Phillipps on 14 October 2014

    Asset management giant names new chief executive officer set to assume senior post when incumbent retires.

  8. Circuit breakers: two crucial elements for fund-monitoring systems

    On 14 October 2014

    Helge Rutgersen of Olso-based Pioner Fonds, tracks fund picks with a traffic light system. Here he explains how he avoids investing in strategies that will blow his portfolio’s fuse.

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