http://www.ft.com/ftfm/investment-strategy Financial Times en (PICS-1.1 "http://www.classify.org/safesurf/" L gen true for "http://www.ft.com/" r (SS~~000 1)) © Copyright The Financial Times Ltd 2012. "FT" and "Financial Times" are trademarks of the Financial Times. See http://www.ft.com/servicestools/help/terms#legal1 for the terms and conditions of reuse. Tue, 14 Feb 2012 19:30:08 GMT Tue, 14 Feb 2012 23:34:27 GMT client.support@ft.com (Client Support) 15 Newspapers http://www.ft.com/rss/ftfm/investment-strategy http://im.media.ft.com/m/img/rss/RSS_Default_Image.gif http://www.ft.com/ftfm/investment-strategy http://www.ft.com/cms/s/0/0e1bc63e-571f-11e1-be25-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Political convenience should not be mistaken for good economic policy. Mr Sarkozy’s fixation with a transaction levy was always a mistake Tue, 14 Feb 2012 19:30:08 GMT http://www.ft.com/cms/s/0/0e1bc63e-571f-11e1-be25-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 0e1bc63e-571f-11e1-be25-00144feabdc0 http://www.ft.com/cms/s/0/66f8924a-51b2-11e1-a99d-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Resistance to reforms and the deteriorating security situation in the north are taking their toll on investor confidence Tue, 14 Feb 2012 18:46:56 GMT http://www.ft.com/cms/s/0/66f8924a-51b2-11e1-a99d-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 66f8924a-51b2-11e1-a99d-00144feabdc0 http://www.ft.com/cms/s/0/14343eca-5706-11e1-be5e-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Net 11 per cent of investors in the Bank of America Merrill Lynch survey of fund managers say the world economy will strengthen in 2012 Tue, 14 Feb 2012 14:20:24 GMT http://www.ft.com/cms/s/0/14343eca-5706-11e1-be5e-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 14343eca-5706-11e1-be5e-00144feabdc0 http://www.ft.com/cms/s/0/a3e1bc22-32cc-11e1-8e0d-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Red flags at some Chinese companies have led to private equity groups and hedge funds turning to investigators as part of due diligence Tue, 14 Feb 2012 10:12:54 GMT http://www.ft.com/cms/s/0/a3e1bc22-32cc-11e1-8e0d-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product a3e1bc22-32cc-11e1-8e0d-00144feabdc0 http://www.ft.com/cms/s/0/a027a86c-5423-11e1-8d12-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product About a third of European insurers expect to increase their allocations of private equity and hedge funds after Solvency II kicks in Mon, 13 Feb 2012 08:50:18 GMT http://www.ft.com/cms/s/0/a027a86c-5423-11e1-8d12-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product a027a86c-5423-11e1-8d12-00144feabdc0 http://www.ft.com/cms/s/0/7d8fcc90-5576-11e1-b66d-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Companies labelled ‘walking dead’ by some investors have gained renewed access to funds as buyers flock to the highest-yielding assets Sun, 12 Feb 2012 18:59:03 GMT http://www.ft.com/cms/s/0/7d8fcc90-5576-11e1-b66d-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 7d8fcc90-5576-11e1-b66d-00144feabdc0 http://www.ft.com/cms/s/0/ac42adfc-541b-11e1-bacb-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Hedge fund is now the largest shareholder in the industrial materials group but would not comment on how it intends to use its 13% holding Sun, 12 Feb 2012 15:49:49 GMT http://www.ft.com/cms/s/0/ac42adfc-541b-11e1-bacb-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product ac42adfc-541b-11e1-bacb-00144feabdc0 http://www.ft.com/cms/s/0/003ea37c-53de-11e1-bacb-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Confused fund buyers are looking to trusted brands rather than performance with the increasing complexity of products deemed as being partly to blame Sun, 12 Feb 2012 03:28:26 GMT http://www.ft.com/cms/s/0/003ea37c-53de-11e1-bacb-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 003ea37c-53de-11e1-bacb-00144feabdc0 http://www.ft.com/cms/s/0/ab94b0da-533a-11e1-aafd-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Analysis suggests looming losses for recent buyers of top-end properties in the more expensive districts of London, New York, Paris, Hong Kong and Shanghai Sun, 12 Feb 2012 03:28:16 GMT http://www.ft.com/cms/s/0/ab94b0da-533a-11e1-aafd-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product ab94b0da-533a-11e1-aafd-00144feabdc0 http://www.ft.com/cms/s/0/7f6a00e2-5316-11e1-8aa1-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Call for emerging markets to create their own risk free assets to combat yields that are expected to stay low for some time on European and US debt Sun, 12 Feb 2012 03:27:59 GMT http://www.ft.com/cms/s/0/7f6a00e2-5316-11e1-8aa1-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 7f6a00e2-5316-11e1-8aa1-00144feabdc0 http://www.ft.com/cms/s/0/3a8bbd42-5345-11e1-aafd-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product M&G attracted £4.29bn of new money for the year and, unlike most of its rivals, saw an increase in inflows for the last three months of 2011 Sun, 12 Feb 2012 03:26:44 GMT http://www.ft.com/cms/s/0/3a8bbd42-5345-11e1-aafd-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 3a8bbd42-5345-11e1-aafd-00144feabdc0 http://www.ft.com/cms/s/0/1a346fdc-532a-11e1-8aa1-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Portfolio managers are failing dismally to integrate environmental, social and governance issues in their investment strategies Sun, 12 Feb 2012 03:26:27 GMT http://www.ft.com/cms/s/0/1a346fdc-532a-11e1-8aa1-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 1a346fdc-532a-11e1-8aa1-00144feabdc0 http://www.ft.com/cms/s/0/fb4fbda6-527f-11e1-ae2c-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product How can activists in the industry tackle reward for failure if they are also overpaid? Sun, 12 Feb 2012 03:26:11 GMT http://www.ft.com/cms/s/0/fb4fbda6-527f-11e1-ae2c-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product fb4fbda6-527f-11e1-ae2c-00144feabdc0 http://www.ft.com/cms/s/0/49030c1c-50cb-11e1-ab40-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Is this the beginning of a protracted period when correlations reduce, and security mispricings are steadily eliminated? John Authers suspects not Sun, 12 Feb 2012 03:26:01 GMT http://www.ft.com/cms/s/0/49030c1c-50cb-11e1-ab40-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 49030c1c-50cb-11e1-ab40-00144feabdc0 http://www.ft.com/cms/s/0/6492f87e-519e-11e1-a99d-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product David Jacob, CIO at Henderson Global Investors, explains how the purchase of New Star and Gartmore led to growth and change Sun, 12 Feb 2012 03:25:53 GMT http://www.ft.com/cms/s/0/6492f87e-519e-11e1-a99d-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 6492f87e-519e-11e1-a99d-00144feabdc0 http://www.ft.com/cms/s/0/7f580ae4-540c-11e1-bacb-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Well known brands, boutiques and those offering low fees look to be the managers set to gain in the short term, but the only real certainty is there will be no return to business as usual, says Pauline Skypala Sun, 12 Feb 2012 03:24:55 GMT http://www.ft.com/cms/s/0/7f580ae4-540c-11e1-bacb-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 7f580ae4-540c-11e1-bacb-00144feabdc0 http://www.ft.com/cms/s/0/46705188-24d6-11e1-ac4b-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product A law firm of any size that is ambitious is a suitable target for external investment, so long as its partners are willing to accept the consequences Sun, 12 Feb 2012 03:24:13 GMT http://www.ft.com/cms/s/0/46705188-24d6-11e1-ac4b-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 46705188-24d6-11e1-ac4b-00144feabdc0 http://www.ft.com/cms/s/0/c1c459ec-527b-11e1-ae2c-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product GMO’s James Montier thinks his obsession with behavioural investing has provided a useful toolbox to help avoid likely pitfalls Sun, 12 Feb 2012 03:23:47 GMT http://www.ft.com/cms/s/0/c1c459ec-527b-11e1-ae2c-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product c1c459ec-527b-11e1-ae2c-00144feabdc0 http://www.ft.com/cms/s/0/f7ba467c-50ca-11e1-8cdb-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Outflows were high last year but the industry hopes Polish investors will turn back to funds Sun, 12 Feb 2012 03:23:33 GMT http://www.ft.com/cms/s/0/f7ba467c-50ca-11e1-8cdb-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product f7ba467c-50ca-11e1-8cdb-00144feabdc0 http://www.ft.com/cms/s/0/0652efe4-5252-11e1-9f55-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product Despite Indonesia’s strong outlook, EM debt managers think it is not given enough credit by ratings agencies Sun, 12 Feb 2012 03:23:23 GMT http://www.ft.com/cms/s/0/0652efe4-5252-11e1-9f55-00144feabdc0.html?ftcamp=published_links/rss/ftfm_investment-strategy/feed//product 0652efe4-5252-11e1-9f55-00144feabdc0