Asset tv
20 May 2011
Climbing prices in prime market prompt SWIP managers Gerry Ferguson and Vicky Watson to seek opportunities in secondary property sector
13 May 2011
Manager shorts IT and outsourcing while buying unloved domestics despite weak outlook
15 April 2011
Premier UK Strategic Growth manager Simon King tells Asset TV’s Sam Shaw why he is adding capital goods firms to his £60m portfolio
08 April 2011
Swip Strategic bond managers Luke Hickmore and Roger Webb discuss the impact on the European sovereign debt crisis on their £68m fund, and how a flexible mandate has benefitted performance.
25 March 2011
Smith & Williamson’s Robert Royle and Tana Focke explained to Asset TV why high US unemployment will lead to more QE2 and boost markets.
18 March 2011
Simon Murphy, manager of the Old Mutual UK Select Equity fund, gives Asset TV his view on the micro versus the macro outlook for 2011, and explains how, after a difficult start on the fund, some strong opportunities are starting to come through in the UK’s domestic landscape.
11 March 2011
Asset TV spoke recently with Angus Murray, chief executive at Castlestone Asset Management, on the rationale for launching an exclusive share class for Friends Provident International’s mirror fund range – Castlestone Aliquot Gold Bullion. He also explained the benefits of investing in the physical asset versus equities.
04 March 2011
Mark Pignatelli employs a half-and-half strategy on Smith & Williamson European Growth fund, combing through 1,300-stock universe
25 February 2011
Old Mutual Asset Managers’ head of equities Ashton Bradbury discusses his outlook for the asset class in the UK, outlining where opportunities may be found, valuations throughout the current cycle, and his attitude to risk.
18 February 2011
OMAM Strategic Bond manager explains bearish stance on traditionally safe-haven currency and how this affects view of sovereign bonds
11 February 2011
The track record of active managers is being dragged down by the growing number of quasi-tracker funds in their peer group, according to recent research from the Yale School of Management.
04 February 2011
When it comes to Asia and BRIC investing, it is China that traditionally grabs the headlines, with India lagging behind. But the Indian economy is big and growing rapidly and groups are increasingly offering funds targeting the subcontinent.
28 January 2011
It is almost a year since John Bennett arrived at Gartmore from GAM to take on the Gartmore European Selected Opportunities fund from Roger Guy and Guillaume Rambourg.
21 January 2011
For the managers of the BlackRock UK Income fund, getting exposure to emerging market growth at a discount is a key strategy.
16 December 2010
UBS Multi-Asset Income fund manager David Buckle has cut back portfolio weightings to equities and property and moved into corporate bonds and high yield.
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Features
Cristiano Migliorini, senior research analyst at UBP Asset Management, examines how call overlays can improve risk-adjusted returns in all market conditions and the ingredients the best strategies should share.
Jerome Booth, head of research at Ashmore Investment Management, reveals the dangers of being a conservative, convention-bound investor during periods of big macro-economic changes.
Video
Henderson’s fixed income manager Jenna Barnard, co-manager of the group’s £1bn Strategic Bond fund, discusses the outlook for bond markets and the implications of the European Central Bank’s second Long Term Refinancing Operation.
Bull/Bear
The first quarter saw a significant improvement in sentiment. Equities rallied, bond prices fell and briefly it looked like things were getting better. Some of this enthusiasm is understandable.
Conjecture
Conjecture is a web conferencing club in association with S&P Capital IQ. With debates on all key issues in the industry, Conjecture has a membership comprising of the UK's leading discretionary asset managers.
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