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Bond veteran Beck: BOJ liquidity will compensate for Fed tapering
Franklin Templeton’s co-director of international bonds is keeping his on EM opportunities as he doesn’t expect global liquidity to dry up.
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AAA-rated Tenerelli: Euro corporate earnings will drive recovery
European equity star believes European corporate valuations have yet to fully recover and will be pivotal to further growth in the region.
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European investors hungry for risk, selector survey finds
Confidence in the global economy is driving appetite for European equities, Invesco's European Investors Sentiment Index reveals.
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Legg Mason agrees deal for New York-based global equities group
US firm set to roll two existing affiliates into the merged business to create a unified retail and institutional investment platform.
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The three potential outcomes from the Ukraine crisis
PIMCO’s generalist manager Francesc Balcells explains what each pathway means for fixed income investors.
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AA-rated manager caught in GAM fund closures
Swiss group opts to shut handful of recently launched funds including one run by its star European equity managers.
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Lipper: why investors shouldn't follow Warren Buffett to the peak
In what he calls the 'ultimate contrarian advice', the Wall St veteran explains why the Sage of Omaha's search for growth may be the wrong approach.
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Shale and hearty: pension chief Tom Tull on the Texas Miracle
As CIO of Texas’s $25 billion ERS pension scheme, Tom Tull is the man charged with investing the proceeds of the Lone Star State’s oil and shale boom.
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European fund industry in consolidation mode
Latest market data points to stable level of launches and closures but increased level of firms merging strategies.
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Rates policy won't dictate US growth, says Nobel laureate Spence
Tapering will pose a headache for investors but Fed stance on interest rates is not pivotal, says macroeconomic expert.
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Rampant rise in risk appetite, Schroders global survey finds
Marked increase in global investors turning to equities despite lingering fears over Fed tapering according to poll of 15,000 investors.
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