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Investment Funds

Threadneedle: Outlook for Asian Equities

Jan de Bruijn, Asia Equity Fund Manager, Threadneedle UK: The market has seen a return of risk appetite from Asian investors, resulting in the MSCI Asia Pacific ex-Japan Index rising by 14.4% in May, the third consecutive double-digit rise.

Ignis: Death of deflation greatly exaggerated

Stuart Thomson, economist at Ignis Asset Management, comments: “Mark Twain is credited with the quotation: "reports of my death have been greatly exaggerated." The same may be said of deflation.

Ignis: Portfolio repositioning to reap significant rewards

David Clark, manager of the Ignis Asset Management UK Smaller Companies Fund, believes a recent repositioning of the portfolio will reap significant rewards in the second half of 2009.

SVM UK Absolute Alpha Fund update

In May, SVM UK Absolute Alpha Fund returned 1.4% and it has returned 4.1% since its launch on 11 March 2009. The fund has grown to £15.1m and is now available through the Selestia Investment Solutions platform.

Private investors fear future inflationary pressures

Rebecca O'Keeffe, head of investment at Interactive Investor, said: "The surprisingly strong month-on-month rise in RPI inflation (up 0.6%) means private investors and the market in general will remain fearful of UK inflationary pressures as the full effect of monetary and fiscal stimulus measures unfold.

Investment Clock model moves into the Recovery stage

The Investment Clock model has moved from Reflation into equity-friendly Recovery for the first time since early 2007, according to Trevor Greetham, manager of the Fidelity Multi Asset Strategic Fund.

HEXAM fund awarded S&P AA rating

HEXAM Capital's Global Emerging Markets fund has been awarded a prestigious ‘AA' fund management rating by Standard & Poor's.

A black day for investment fund managers

David Kuo, Director at the popular financial website The Motley Fool - Fool.co.uk, says: "Barclays has agreed to sell its jewel in the crown, Barclays Global Investors (BGI), to BlackRock for a tidy sum of £8.2 billion.

BlackRock agrees to acquire Barclays Global Investors

BlackRock, Inc. (NYSE: BLK) announced it has executed a purchase agreement to acquire Barclays Global Investors ("BGI"), including its market-leading ETF platform, iShares, from Barclays PLC ("Barclays").

Gartmore's Ben Wallace cautious about market prospects

UK equities advanced for a third consecutive month in May, with sectors sensitive to economic expectations, such as autos and banks, performing well.

Short term caution needed after huge bounce in equities

Paul Niven, Head of Asset Allocation at F&C: Risk and cyclically sensitive assets such as equities, credit and commodities have enjoyed a strong recovery during the second quarter of the year as fears of systemic failure in the financial system have been replaced by the hope that economic recovery is imminent and that the global recession is close to an end.

James Hay adds Artemis and SWIP funds to Wrap and SIPP platform

James Hay has added the highly sought after Artemis Strategic Assets fund, as well as 37 Scottish Widow Investment Partners (SWIP) funds and four pH funds to its Wrap & SIPP platform. This is in response to feedback from IFAs.

Confidence returns as advisers back shares

Confidence in equity investments has dramatically revived in the past three months with 79% of IFAs advising clients to invest in UK shares over the next three months compared with just 57% in February when the FTSE-100 was heading down, according to the latest results from the Virgin Money Investor Intentions Index.

Threadneedle June investment strategy 2009

Sarah Arkle, Chief Investment Officer at Threadneedle, comments on investment strategy for June: Bonds -While the fundamentals for gilts remain positive in terms of the poor economic background, the technicals are negative given the sheer scale of governance issuance and the risk of a downgrade to the UK's AAA rating.

Markets await return of consumer while economy stumbles

Comment by Stuart Thomson, economist at Ignis Asset Management "The employment report provided further evidence that the US economy has moved from depression to recession with the help of enormous fiscal and monetary stimulus, but it would be wrong to assume that we will move seamlessly to recovery without further stimulus from the Fed.