Fund manager focus
22 November 2013
Standard Life Investments’ Ed Legget reveals how he has returned over 300% in five years to investors, why he is selling banks, and why now is the right time to return to the mining sector.
12 November 2013
Special Values manager talks about his optimism for the UK’s largest companies and his plans once he inherits the £3bn Special Situations fund from Sanjeev Shah.
04 November 2013
Luthman and Bailey tell Dan Jones how political risk affects investment strategy and why their macro-thematic style is more than a short-term idea.
16 January 2013
UK bond investors should be wary of rising inflation and consider diversifying to other markets, according to PIMCO fixed income MD Mike Amey.
25 October 2012
Liontrust Asset Management’s James Inglis-Jones have revealed some of the key long and short positions they have in European stocks, which are driving the European Absolute Alpha fund.
14 September 2012
Thirty-year industry veteran Richard Pease is director of European equities at Henderson, sole manager of the £402m European Special Situations fund and co-manager of the £828m European Growth fund.
07 September 2012
Income manager Carl Stick discusses his outlook for UK stock market valuations and how he is using his cash as a strategic asset.
03 September 2012
Legal and General Investment Management’s Richard Hodges is one of the most popular and best performing strategic bond managers in the sector, with a formidable long-term track record.
16 July 2012
Head of quantitative strategies at OMAM explains how it is possible to run a conviction portfolio with 400 stocks.
02 July 2012
Derek Mitchell joined Royal London AM in 2007 to manage the newly launched UK Special Situations fund, which became the UK Opportunities fund. In 2009, he also took up the reins of the Mid-Cap Growth fund.
28 May 2012
The Veritas Global Equity Income fund was one of the first funds of its kind to launch in the UK in 2005, about a year after The Real Return Group and Veritas Asset Management merged.
21 May 2012
Philip Pearson and Anthony Burton are co-managers of the GLG Technology Equity fund, one of the most successful technology funds of the past three years.
11 May 2012
More than a year on from the devastating Tohoku earthquake which struck Japan, investors are continuing to eye Japanese equity funds with caution.
08 May 2012
BlackRock’s Will Landers on the prospects for a rapidly growing market spurred by commodity demand.
24 April 2012
First State Investments’ emerging market and Asia Pacific specialist Angus Tulloch tells Kyle Caldwell about the macroeconomic headwinds preventing him from taking a bullish stance on the region.
Japan has rising taxes, an energy shortfall, and tensions with China to resolve in 2014, says Charlotte Watson, chief investment officer of Attivo Investment Management.
Investors buying passives risk missing out on active funds that deliver real total returns well above what trackers can deliver, Jonathan Willcocks, M&G's global head of retail sales, argues.
Investment Management Association (IMA) chief executive Daniel Godfrey says we should "interrogate quite hard" the assertion that the price of fund management has dropped elsewhere in the world, but not in the UK.
The recent efforts of Turkey's central bank remain deeply unconvincing while Chinese and Russian markets are stuffed full of state-owned enterprises. But there are bright spots for EM investors, argues Baillie Gifford's Tim Campbell.
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