With the turn in performance thanks to Trump Tax bump 2.0, our themes were unable to hold up in Sep. but we are seeing a better trend in Oct. Momentum is our newest theme and it got off to a tough start. However, we have seen a bounce back in this theme along with growth […]
AXA IM has appointed John King to the AXA IM Framlington UK equities desk as an assistant portfolio manager. King joins from Jefferies, where he worked in equity sales, prior to that, he worked among others at UBS and at N+1 Singer. Prior to this he spent five years at Ernst & Young as a […]
Various listed Russian-focused funds in the process of winding up, often under pressure from shareholder activists, could make investors who bought their shares earlier this month 25% or more by the time they have returned capital, according to Jefferies.
Investment bank Jefferies has highlighted the Advance Frontier Markets investment trust as offering a “triple discount” for investors, as it has beaten fund peers, frontier market indices, yet its shares trade 14% more cheaply than the per-share value of its investments.
Jefferies has appointed Reinout Koopmans (pictured) as a managing director and co-head of European equity capital markets within the firm’s investment banking division.
Before global markets choked at fears the West is failing to offer a credible solution to its debt crises, Japan was quietly rebuilding from a devastating earthquake and tsunami. But Japan’s investment case is mixed on its own terms, while its fate ultimately hinges on the performance of wider markets.
Three quit AXA IM US credit team, Burstow returns to Barings after four years, Jefferies hires two UK equities managers from Nomura.