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  1. April 4, 2014

    Stars in their eyes

    Is there really such a phenomenon as a star fund manager, the financial equivalent of a creative or inspirational footballer...

  2. April 1, 2014

    Pressure rises on Gross as Pimco fund plummets down rankings

    Bill Gross’s Total Return bond fund, the largest fixed income mutual fund in the world, was beaten by 94 per cent of its...

Special Reports

  1. Investing in commodities

    Caution is the watchword even if there is a strong long-term case to be bullish...
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  1. March 27, 2014

    Investment trust charges under spotlight

    Investment trusts, long considered the preserve of hobbyist investors, are rising in popularity – but experts believe their...

  2. March 24, 2014

    Pimco’s past performance speaks for itself

    Past performance may be no guide to the future, but it is all investors have to go on. Or is it? When Morningstar downgraded...

  3. March 18, 2014

    Morningstar cuts key rating on Pimco

    Pimco has had a key rating downgraded by Morningstar, the mutual fund research house whose recommendations are widely...

  4. March 16, 2014

    Pimco crashes out of European bestseller list

    Pimco crashed out of last year’s rankings of the 25 bestselling fund managers in Europe after the disappointing performance...

  5. March 16, 2014

    Movers & shakers: March 17

    ● BlackRock has appointed Helen Zhu as head of China equities. Ms Zhu joins in April from Goldman Sachs where she was chief...

  6. March 13, 2014

    In a tech bubble with a twist, the big danger is bonds

    Seth Klarman, the publicity-shy manager of the $27bn Baupost hedge fund, has given investors a slap. In his quarterly...

  7. March 11, 2014

    Pimco’s Gross set to soften style after investor criticism

    Bill Gross, the embattled head of Pimco, has promised to give his portfolio managers more freedom to express dissent, as he...

  8. March 2, 2014

    Pimco takes more bearish stance on Canada

    Pimco, the world’s biggest bond investor, has slashed its exposure to Canada – one of its top country holdings – as it...

  9. March 2, 2014

    Emerging market debt fears abate but concerns persist

    There is no shortage of emerging market debt specialists who see the difficulties faced by the asset class since June 2013...

  10. February 5, 2014

    Puerto Rico cut raises fears over rally

    A strong rally in municipal bonds at the start of the year may stall in the aftermath of Puerto Rico’s downgrade to junk...

  11. January 3, 2014

    Small is beautiful for world’s big mutual funds

    Small was beautiful for the world’s biggest mutual funds last year. While emerging markets and bonds wrongfooted some...

  12. January 3, 2014

    Pimco’s Bill Gross suffers tough 2013

    The flagship bond fund run by Pimco’s Bill Gross last year suffered its worst annual performance in almost two decades,...

  13. January 2, 2014

    Return of inflation is inevitable says Aronstein

    Markets are underestimating a coming rout in bond prices, and missing early signs of the return of inflation, according to...

  14. December 16, 2013

    US investors flock to ‘alternative’ bond funds

    The flow of money into a new class of bond fund that gives managers unprecedented discretion over its trading strategy has...

  15. December 1, 2013

    Investor demand drives US move to alternative mutual funds

    As pension funds, endowments and charities clamour for access to hedge fund strategies that are cheap, transparent and...

  16. November 8, 2013

    Active ETFs reach critical mass in the US

    With JPMorgan, Franklin Templeton and Fidelity finally off the exchange traded funds fence, the active ETF concept seems to...

  17. November 4, 2013

    Pimco loses biggest fund crown to Vanguard

    The Pimco Total Return Fund, run by bond market guru Bill Gross, has lost its crown as the largest mutual fund in the world,...

  18. October 23, 2013

    Blackstone rental bond gets triple A rating

    A controversial new bond backed by rental income from foreclosed houses owned by private equity group, Blackstone, has been...

  19. October 20, 2013

    Joe Mansueto, Morningstar CEO

    A knot of young people, beers in hand, shift and smile in a corner of the atrium of Morningstar’s Chicago headquarters as a...

  20. FT Alphaville

    October 17, 2013

    The greatest pound for pound investor you ever saw

    Where then should Neil Woodford lie in the pantheon of great investors? The UK’s superstar investor has run the Invesco...

  21. October 13, 2013

    Oppenheimer defends Puerto Rican bond holdings

    OppenheimerFunds, one of the largest managers of US municipal bond funds, has defended its commitment to holding Puerto...

  22. FT Alphaville

    October 3, 2013

    Return of the living dead, hedge fund edition

    We interrupt this blog to announce a zombie apocalypse has occurred. Please remain calm and do not adjust your allocations,...

  23. September 29, 2013

    Retail investors flex their muscle

    The strong downward pressure on fees that is prevalent for traditional mutual funds and exchange traded funds in the US...

  24. September 29, 2013

    ETFs need to be handled with care

    The alternative exchange traded funds (ETF) industry has evolved from a multimillion to a multibillion-dollar market over...

  25. September 20, 2013

    How to use investment trusts

    Investment trusts are the world’s oldest collective investment vehicles – the first, Foreign & Colonial, was founded in...

  26. September 19, 2013

    Humbled Capital Group pledges shake-up

    Capital Group, the US equity fund management group whose fortunes have ebbed since the credit crisis, has promised to...

  27. September 11, 2013

    Pimco listed bond funds tumble in value

    Stock market-listed investment vehicles managed by famed “bond king” Bill Gross and his firm Pimco have fallen sharply in...

  28. September 6, 2013

    Performance will replace price as weapon of choice

    The fee war effectively started by Vanguard has drawn in iShares and State Street, but rather than escalating, it now...

  29. September 1, 2013

    AGI steps out of Pimco’s shadow

    Pimco has long been the poster child of the asset management industry, but stablemate Allianz Global Investors is working...

  30. September 1, 2013

    Fund focus: Invesco’s faith in euro pays off

    Jeff Taylor, manager of the £1.1bn Invesco European Equity fund, has answered a scathing Morningstar OBSR report concerning...

  31. August 25, 2013

    Big three hog US ETF market

    BlackRock, State Street and Vanguard control the market for exchange traded funds (ETF) in the US to such an extent that...

  32. FT Alphaville

    August 15, 2013

    The (early) Lunch Wrap

    Good morning New York, FT ALPHAVILLE Paralysis in Cairo: Joseph notes the website of the Egyptian stock exchange is down as...

  33. July 14, 2013

    ‘Smart beta’ funds eye $5tn windfall

    Fund managers expect institutional investment in “smart beta” equity strategies to surge in the next five years as investors...

  34. July 2, 2013

    Investors pull $9.9bn from Pimco fund in June

    Investors yanked $9.9bn from Pimco’s Total Return bond fund in June, the largest outflows in the history of the fund managed...

  35. June 21, 2013

    Fund staff sell active idea but invest passively

    A high number of fund industry professionals appear to be touting the advantages of active management as part of their jobs,...

  36. April 11, 2013

    Go-anywhere: Fast-spreading strategy strikes a global happy medium

    Many financial advisers would argue that US investors are actually global. Just witness the US stock market hiccups sparked...

  37. March 28, 2013

    Western funds seek a passage to India

    Western fund houses with a presence in India are failing to persuade locals there to buy equity funds – an unfortunate...

  38. March 26, 2013

    Monsanto and DuPont to scrap lawsuits

    Monsanto and DuPont, the agribusiness groups, are to abandon lawsuits against each other and instead enter licensing deals...

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