In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Jonathan Bell, partner and CIO of Stanhope Capital.
Kevin O'Nolan, portfolio manager in the Fidelity Solutions team, discusses the repercussions of the recent EU referendum, including the risks of political contagion in Europe.
In the run-up to the UK's Brexit referendum vote, it was clear the outcome could go either way, thereby affecting the prospects of individual companies differently within the German equity market. The UK-German trade corridor is well established and very...
UK government bonds are appealing
Edward Smith, asset allocation strategist at Rathbones, takes a closer look at the winners and losers from the UK’s decision to leave the EU.
Almost a third of pan-European portfolio in UK
Adds to range of dividend growth ETFs
Widening discounts offering attractive opportunities
European equities were hammered in the wake of the referendum result, with the French CAC down 8% after the first trading day, while Germany's DAX closed 6% lower.
Acquisition of Argonaut European Income businesss nearing completion
Questions surround validity of forecasting
Surprise decision by voters
There are some long-standing practices in the asset management industry which are clearly ripe for review. However, removing past performance data from key funds documents appears a dangerous step and one likely to create worse outcomes for consumers.
Mirabaud's Boughton: We hunt for managers with the right chemistry and entrepreneurial spirit to build the business
Building 'boutique of boutiques'
Triggered by the European Central Bank's (ECB) Asset Quality Review in November 2014, credit growth across Europe has continued to improve, albeit with ongoing support from the bank, writes PineBrdige's Hani Redha.
Manager intends to add to oversold positions
Could spell safe haven status for UK longer term
Fund manager Brexit reaction: Unstable conditions could last up to five years but not a 'Lehmans moment'
Britain votes to leave European Union
Mark Denham and Simon Young leave firm
Pound could fall more than 20%
Polls neck and neck
Never have so many people been looking for so few facts and found none. This could just about sum up the debate about the EU referendum, which is thankfully nearly over – bar the voting.
From the 1974 stockmarket crash to three-day weeks, voters from 1975 reveal how different – and difficult – the UK's economic situation was 41 years ago. Hardeep Tawakley reports.
Niche capabilities make small caps attractive