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News and analysis of topical issues in investment and financial markets, for investors and retail fund managers. Section called The Analyst examines a key sector each week.
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Investment Adviser back issues
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New Duffield venture builds up momentum.
July 6, 2009... Byline: Rob Langston and Nick Rice
The launch of John Duffield's new venture Brompton Asset Management is gathering pace after new trademarks and internet domains were registered ahead of his return to the investment industry.
Stephen Philpot, Mr Duffield's former service delivery...
The learning curve.
July 6, 2009... Byline: Nick Rice
As they convene this summer to debate the content of Ucits IV, what can European fund regulators learn from their peers in the banking sector?
To restate widespread regulatory convictions for the sake of comparison, banks should be told to borrow less, and at rates...
Clerical Medical adds 36 funds to Fidelity FundsNetwork.
July 6, 2009... Byline: James Kenny
Clerical Medical has linked up with Fidelity FundsNetwork and added 36 of its funds to the platform.
Some of the funds now available include Clerical Medical's Defensive, Cautious, Balanced and Adventurous portfolios. All of the funds will be available for...
Axa Isle of Man to launch Autobalancing fund.
July 6, 2009... Byline: James Kenny
Axa Isle of Man is launching a new Autobalancing fund that will provide exposure to equity markets, commodities and property, but give investors the ability to opt out during volatile markets.
The fund can divert out of individual sectors into a money-market fund...
New Star Henderson managers take defensive stance.
July 6, 2009... Byline: James Kenny
Graham Kitchen and Andy Jones, managers of the GBP150m Henderson New Star Higher Income fund, are taking a more defensive stance with their portfolio following the fund's recent merger with New Star Equity Income.
The New Star Equity Income fund merged into the...