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Investment Funds

New Star balanced portfolio upgraded to ‘AA' by S&P

The latest review of the New Star Balanced Portfolio by Standard & Poor's has resulted in a rating upgrade to ‘AA' for the fund. The S&P review and consequent adjustment recognised the consistent performance of the New Star Balanced Portfolio.

Invesco Perpetual announces proposals to merge US aggressive, US Smaller Companies and US Equity Funds

Invesco Perpetual announced that, subject to shareholder approval, it will merge both the Invesco Perpetual US Aggressive Fund and Invesco Perpetual US Smaller Companies Fund into the Invesco Perpetual US Equity Fund on 23 May 2008.

Emerging markets outpace US as the 'driver of global growth'

Despite a disappointing first quarter where emerging equities fell in line with global markets, the outlook for the asset class remains positive and emerging economies will continue driving global growth for years to come.

First State Investments to offer Euro share class to investors

First State Investments (UK) Limited announced that it will introduce a new Euro share class for its First State Investments UK OEIC funds.

Rebound in Asian dividends presents compelling investment opportunity

Asian equities are traditionally associated with growth, but high quality companies with strong dividend yields are moving to centre stage, says Halbis, the active management specialist of the HSBC Group.

US stock market to post ‘decent' gains by year end as credit talk moves on

The US stock market will have put the credit crisis behind it to post ‘decent' gains by late 2008, according to Terry Ewing and Alison Porter, co-managers of Resolution Asset Management's £116m American Growth fund.

Quality key to European property investment

Continental Europe will experience a more gradual and protracted correction in the commercial property markets compared with the more rapid re-pricing seen in the UK, according to the latest research from Scottish Widows Investment Partnership (SWIP).

New Star: Outlook for international property markets

New Star's Stuart Webster gives his outlook for international property markets: The risk remains the same but bathers no longer swim. This is known as an "availability heuristic" - the subversion of rationality by easily available sensationalist images.

Skipton FS says "stock market still the place to be"

Investors need to remain focussed on the long-term and not lose faith in the stock market, says Skipton Financial Services.

HSBC launches Capital Protected Plan & ISA- Issue 8

HSBC has launched a new fund that offers upside exposure to growth in emerging markets, along with the peace of mind of full capital protection.

Blue-chip bias will remain until UK consumers stop spending

Resolution Asset Management's UK Focus fund manager Ralph Brook-Fox says he will maintain a predominantly blue-chip bias until British consumers acknowledge the extent of the credit crisis and tighten their belts.

Many managed funds are not adequately diversified claims HSBC

Many top selling IMA Cautious Managed and Balanced Managed funds do not adequately describe their true risk profiles and their names may be misleading to investors, HSBC Investments warns.

Bonds and commodities favoured asset classes during stagflation

Trevor Greetham, manager of the £39 million Fidelity Multi-Asset Strategic Fund, remains overweight in commodities, bonds and cash amid the continued uncertainty on world markets.

JPMAM global strategist, Tom Elliott asks - What's driving Europe?

On the face of it, the predicaments for the European Central Bank (ECB) and Bank of England (BoE) look similar: both have to keep a careful watch on rising inflation, while at the same time the underlying economies are slowing.

iShares JPMorgan $ Emerging Market Bond fund breaks $200m

iShares, the Exchange Traded Fund (ETF) arm of Barclays Global Investors and Europe's largest provider of ETFs, has announced the iShares JPMorgan $ Emerging Market Bond fund has raised over $200 million in assets since its launch in February this year, reflecting the continued demand from investors for emerging market exposure.