Temit investors recommended to switch to Mobius rival
The JP Morgan Emerging Markets Investment Trust has been touted as a stable alternative to the Templeton Emerging Markets Investment Trust, where careful succession planning following Mark Mobius’s retirement was thrown into disarray with the sudden departure of his replacement Carlos Hardenberg earlier this year.
Analysis 6 Apr 18
Public interest vs curiosity in an age of transparency
The distinction between legitimate public interest and sheer curiosity is an issue with a lot of pressure points. But all the legal protection in the world cannot put the genie back in the bottle once it gets out, Guernsey Finance’s Dominic Wheatley has warned.
Chinese bonds add diversification to global index
The inclusion of Chinese bonds in the Bloomberg Barclays Aggregate Index is an incremental step in China opening up its economy that has been welcomed by investors, but their introduction to popular emerging market indices could be more disruptive.
Funds could create ‘wider problem’ for tech sell off
Global equity funds with large allocations to tech could trigger a “wider problem” if Monday’s sell off continues, with many investors exposed to the sector even if they do not have direct holdings.
‘Safe sectors’ no longer safe, warns Pictet AM
Investors should stay away from what they perceive as “safe sectors”, such as consumer staples and telecommunications, as they have accumulated more debt, according to Shaniel Ramjee, London-based senior investment manager for multi-asset at Pictet Asset Management.
Analysis 27 Mar 18
In the mix: heavier fines, judgement error, blacklist tweaks
A certain irony pervaded recent regulatory news. Just as HM Revenue & Customs fired a warning shot that threatened heavier fines for tax evaders with overseas assets, the next chair of the UK’s Financial Conduct Authority admitted an error in judgement in using a tax-avoidance film scheme promoted by Ingenious.