Fund manager focus
30 October 2014
AXA WF Global Strategic Bonds manager Nick Hayes tells Dan Jones why he may be about to change his portfolio positioning after a ‘strange year’ for fixed income investors.
27 October 2014
Anna Fedorova talks to the head of Polar Capital’s healthcare franchise, Daniel Mahony, about biotech, ageing populations, and whether the M&A boom in the pharmaceutical space is already over.
17 October 2014
Andrew Lake is head of high yield at Swiss asset manager Mirabaud, managing $630m across the group’s Global High Yield and Global Strategic Bond portfolios.
09 October 2014
Standard Life Investments’ Thomas Moore anticipates Tesco’s decision to cut its dividend may be followed by other large caps in turn.
03 October 2014
M&G's Bond Vigilante Jim Leaviss explains his view on currencies, how he is positioned for future rate rises, and why he is holding on to his Tesco bonds.
26 September 2014
Peter Saacke has run the Artemis Global Growth fund since 2003 using the firm’s in-house quantitative screening tool, SmartGARP.
22 September 2014
Neptune’s Japan Opportunities manager Chris Taylor has warned of the dire position the country will find itself in if Abenomics fails to stimulate the economy.
16 September 2014
Schroder Tokyo fund manager Andrew Rose talks to Anna Fedorova about where to find value in the Japanese market, why he has been buying financials on weakness, and why the world’s largest pension fund should give equities a leg up.
05 September 2014
After a tough time for energy stocks in recent years, a rally over the past 12 months has helped sector specialist Guinness Asset Management turn around performance on its £327m Global Energy fund.
01 September 2014
Henderson’s head of retail fixed income explains why investment grade bonds offer a contrarian buying opportunity, which assets he is avoiding, and why rates could stay low for another year.
27 August 2014
Launched in June 2009, the £315m JPM Multi-Asset Income fund has successfully tapped into investors’ desire for diversified sources of income, under the management of Talib Sheikh and Michael Schoenhaut.
18 August 2014
The Kames Ethical Cautious Managed fund, managed by Audrey Ryan and Iain Buckle, has risen to the top of the IMA Mixed Investment 20-60% Shares sector despite having one of the most restrictive screening processes of all Cautious funds.
11 August 2014
Anthony Cross and Julian Fosh (pictured), managers of the £1.2bn Liontrust Special Situations fund, argue rival funds with only "skin-deep" knowledge of their holdings make too many short-term moves.
06 August 2014
Prusik IM’s Tom Naughton explains how his fund has gone from hidden gem to multi-manager favourite.
28 July 2014
RWC’s Ian Lance and Nick Purves run three equity income portfolios at the fund house: the UK-focused Enhanced Income and Income Opportunities funds, and the recently-launched Global Enhanced Dividend fund.
Fiona Reynolds, managing director of Principles for Responsible Investment (PRI), explores how the fixed income sector is embracing responsible investment strategies.
Contingent convertible bonds (CoCos) have swiftly moved into the mainstream as regulators put more pressure on banks following the financial crisis. However, Dan Daldry, a manager in the fixed income team at Alliance Trust, argues there are many risks in the sector.
A spurt in environmental regulations from governments is driving growth for companies linked to recycling, water treatment and alternative energy. Jon Forster from Impax outlines the opportunities.
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