Some highlights from Monday’s FTfm.
Fund houses move to fill finance gap
Asset managers are trying to plug the finance gap by raising cash for funds to lend to credit-starved companies and to fund infrastructure projects
Bumpy ride ahead for all bonds
Overview of the bonds markets to go with a Fixed Income Investing special report: Fixed income investors are becoming more wary, particularly of sovereign debt, but demand for good quality corporate bonds should remain strong
A State Street Global Advisors survey shows active strategies are in decline
How long has the lucky country got?
The Australian housing market, unlike in the US and UK, has remained strong and prices have climbed 30% since 2006. But Edward Chancellor thinks he can see a bubble
Sacrificed to the winds of change
Kraft’s acquisition of Cadbury highlights the long-running debate over the role of long-term investors like pension funds, writes Pauline Skypala
No real sign of structural reforms
The “Stuy Town” default in New York City illustrates what little has been done to fix the mortgage backed securities (CMBS) markets writes John Dizard