26 February 2014
Guinness Asset Management's fund manager Edward Guinness says alternative energy is only just starting to recover property from the 2008 crisis, creating a number of opportunities for investors.
17 February 2014
First State's head of global property securities Stephen Hayes gives an overview of the good news paving the way for global REITS' strong performance.
03 February 2014
OPM Fund Management's Ross Henderson.
13 January 2014
Shares in asset managers were among the most reliable financials during 2013, giving decent growth alongside well-covered dividends. Guinness manager Will Riley picks two asset managers set for more share price appreciation.
01 November 2013
Polar Capital has launched a global biotechnology fund for recent hire David Pinniger, as it seeks to build on its formidable reputation in the space.
22 October 2013
The government's unveiling of plans for a new nuclear power plant has moved alternative energy to the top of the political agenda. There are a range of forces supporting the case for investing in wind and solar power too, says energy fund manager Ed Guinness.
30 September 2013
The revival in the US housing market will mean good things for America's favourite housebuilding material: timber, said Pictet fund managers Christoph Butz and Gabriel Micheli.
23 September 2013
With their low current account deficits and little export exposure to China, maybe investors should take a closer look at frontier markets, says Morgan Stanley's Tim Drinkall.
09 September 2013
President Obama's plans for universal healthcare have been pivotal in driving sector returns over the last year, explains Polar Capital managers Gareth Powell (pictured) and Dan Mahoney.
08 July 2013
Britain came a mere six hours from running out of gas in March, according to recently released documents.
24 June 2013
Barely 12 months ago the notion of actively investing in financials was perceived as only for the adventurous. Even so, selling off a stock like HSBC was probably considered a step too far.
10 June 2013
In a largely weak global growth environment, we remain positive on the investment prospects for the countries making up the Association of South East Asian Nations (ASEAN). The regional grouping is made up of Brunei, Cambodia, Indonesia, Lao, Malaysia, Myanmar, the Philippines, Singapore, Thailand and Vietnam.
28 May 2013
Boosted by central bank largesse and negative real rates of the key reserve currencies, global markets continue their inexorable rise to new highs. Bulls argue that valuations for international large caps are low by historical standards, balance sheets are strong and dividend yields are attractive.
08 January 2013
Opec recently decided to keep its formal production ceiling at 30 million barrels per day (mb/d).
28 November 2012
Like a phoenix rising from the ashes, the battered financials sector is back to delivering double-digit returns after having its wings severely clipped by the financial crisis.
As investors increasingly push the boundaries in search of accessible alternatives, the alternative beta concept may become a significant part of investors’ toolkit, says Olivia Mayell, client portfolio manager at J.P. Morgan Asset Management.
Student accommodation funds have been beset by a number of high profile suspensions over the past few years, but some newer funds claim to offer safer structures. Are they worth the risk? Annabelle Williams reports.
Mark Wignall from Mobeus Equity Partners, Andrew Garside from Baronsmead and Tim Levett from NVM Private Equity discuss the latest VCT trends with Alice Murray.
For several years investors have looked at energy stocks through the spectrum of the US shale gas revolution. But the ISIS insurgency threatening Iraq is providing a reminder that oil security is a real concern, explains Guinness Global Energy manager Jonathan Waghorn.
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