Hints and tips:
...“You have had gilts trading like Treasuries for the last six weeks or so when they should be more like euro [European government] bonds,” said William Vaughan, associate portfolio manager at Brandywine Global...
...“Now you’ve got the ECB saying April is on the cards for a cut and if not definitely by June,” said William Vaughan, associate portfolio manager at Brandywine Global....
...portfolio manager at Brandywine Global....
...“There’s a risk that we don’t thread this needle and unemployment picks up speed,” said Adam Abbas, head of fixed income at Harris Associates. “I think there are risks to credit spreads here.”...
...“The UK gilt market moved too far, too fast last quarter with significant short covering being one of the key drivers of the rally” said William Vaughan, associate portfolio manager at Brandywine Global,...
...“It really will be a signal of [how] the market values . . . risk,” said John McClain, a portfolio manager at Brandywine Global. “Investors are a little bit gun-shy....
...“It stimulates the brain in a very different way than a keyboard does,” says Audrey van der Meer, a neuropsychology professor in Norway whose research on the topic is widely cited....
...Leah P Hollis, a senior research associate at Rutgers University, focusing on workplace bullying, is similarly sceptical of paper promises....
...He adds that Brandywine is “just killing it in terms of flows”; Western Asset’s recent fund performance has been “outstanding”; and although Royce & Associates, a small-cap investment manager, and Batterymarch...
...Advances in neuropsychology have added rigour and clarity to the picture, while the integration of non-business academics, especially psychologists, into traditional business schools has led to a broadening...
...“Overall the mutual fund industry could be more candid about fund conditions and management,” concludes Laura Lutton, Morningstar’s associate director of mutual fund analysis....
...But Howard Davidowitz, chairman of Davidowitz Associates, warns: “I think the Midwest is a very tough bet....
...However, Howard Davidowitz, chairman of Davidowitz Associates, an investment bank that specialises in retail, says: “I think the Midwest is a very tough bet.”...
International Edition