Angelos Damaskos, manager of the £54m Junior Oils Trust, has bucked the trend to move defensive over the summer by increasing his equity exposure by 20%.
Damaskos, also CEO of Sector Investment Managers, liquidated a third of his bond portfolio and invested most of his cash in oil equities as he pointed to a valuation gap between the price of the commodity,...
Bull and bear points from SLI's Curran
Forests do many things for us all – they scrub carbon from the air, provide a flexible building material and mitigate flood risk, according to Gresham House's Richard Davidson.
Passive fees under pressure
Emerging markets have faced a perfect storm recently, writes JPMAM's Emily Whiting.
Yield-hungry investors have been flocking to specialist property trusts this year, against a backdrop of falling demand for more generalist property funds.