T. Rowe Price: Finding defensive winners in evolving markets

Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.

Jupiter buys investment boutique

Meanwhile, Nick Payne, Jupiter’s lead investment manager for global emerging market equities, will be leaving the business at the end of this year.

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FSA Spy

FSA SPY

The FSA Spy market buzz – 28 March 2025

JP Morgan Asset Management gets enhanced; Thailand wants some leverage; Natxis is surveying the world; A billionaire here, another there; Business social media lunacy; Andrew Carnegie’s wisdom and more.