Toby Thompson, manager of the Brooks Macdonald Global Equity Income fund, analyses if equity investors are right to be concerned about the concentration of income from only a limited number of mega-cap companies
Former F&C Thames River managers Kristof Bulkai, Patrick Cadell and Hugo Rogers are to join Liontrust Asset Management to run global portfolios.
AXA IM has hired a sell-side healthcare specialist as the permanent replacement for former Health fund manager Gemma Game, who left the group last year.
Lessons from Silicon Valley's tech companies
Shell's planned £47bn takeover of BG Group could present ethical funds with a new dilemma as it removes one of their largest potential investments.
Aberdeen Asset Management is set to buy the remaining stake in its joint venture with SVG Capital, Aberdeen SVG Private Equity.
Woodford Investment Management, Ruffer, Sarasin and Invesco are among the groups backing a new share placing by Oakley Capital’s private equity trust.
Investors are showing increasing willingness to pay for R&D pipelines in biotech, explains AXA Framlington's Linden Thomson.
With discounts on listed private equity trusts almost back to long-term averages, value in the sector can be hard to find. But Ben Williams, investment manager at Saunderson House, argues the improving merger and acquisition market is likely to benefit...
Edward Bramson's Sherborne Investors has further upped its interest in Electra Private Equity as it plans its next move following an unsuccessful attempt to take control of the trust last year.
Investment Week publisher Incisive Media has agreed a refinancing deal which sees private equity firm Alchemy Partners take a majority stake in the business.
With currency moves increasingly dominating financial headlines, Tilney Bestinvest's CIO has predicted hedging, not asset allocation, will be the key differentiator for investor returns next year.
The synthetic versus passive debate still leaves some investors confused. Vanguard's Neil Cowell explains how managers can move beyond the question.
Neuberger Berman has launched a long/short multi-manager fund for its Hedge Fund Solutions group.
Electra Private Equity shareholders have rejected activist investor Edward Bramson’s attempts to force a change in the board and running of the company.
Steam came out of US technology stocks earlier this year, as investors pricked at what may have been a bubble. FOURPOINTS' Benoît Flamant analyses the sector's prospects five months on.
Rising labour costs in China means manufacturers have been turning to robotics to save costs. Now, a robotics revolution is underway, driven by smart materials and more sophisticated design. Pieter Busscher from RobecoSAM explains the dynamics.
Gemma Game, manager of the £380m AXA Framlington Health fund, has resigned from the group, Investment Week can reveal.
Private equity firm Electra has rebuffed activist investor Edward Bramson's attempt to become a director.
Rising valuations in healthcare stocks have led to fears of a bubble. Newton's Stephen Rowntree outlines the fundamentals which support valuations.
Goldman Sachs’ global equity team sees IT companies as main beneficiaries of improved tech infrastructure.
In 2013, US stock prices ascended faster than underlying earnings. With corporate earnings growth ranging in the low to mid-single digits and most broad-based stock indices up over 30%, the bulk of the year’s gains came from an expansion in the price...
The hunt for active return is still on and with more realistic pricing, hedge funds could be the answer, argues Neuberger Berman's Fred Ingham.