Fund manager focus
01 September 2014
Henderson’s head of retail fixed income tells Julia Rampen why investment grade bonds offer a contrarian buying opportunity, what 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.
21 July 2014
Robin Hepworth talks about navigating a tough environment for income as bond yields sink and share prices rocket.
14 July 2014
Clive Beagles talks to Julia Rampen about a new era for UK income funds and his plans to boost EM exposure and bump up holdings in the £2.7bn JOHCM UK Equity Income portfolio.
07 July 2014
Jason Pidcock, manager of the £4.6bn Newton Asian Income fund, talks to Anna Fedorova about how he is targeting high and growing dividends as his portfolio recovers from a tough 2013.
30 June 2014
Gervais Williams is managing director of Miton Group, and has more than 20 years’ experience covering the UK smaller companies sector, running a number of mandates including the Diverse Income trust, the Miton UK Multi Cap Income fund, and the Miton UK Smaller Companies fund.
24 June 2014
Franklin Templeton’s CIO for global bonds discusses the recent turmoil in Ukraine, why he is diversifying away from US debt, and where he sees opportunities now.
16 June 2014
Aberdeen’s head of global emerging markets Devan Kaloo tells Nick Paler about his outlook for EMs following political upheaval, falling currencies, and a volatile time for equities.
09 June 2014
Fidelity Worldwide Investment’s Raymond Ma tells Nick Paler how he has been driving returns on the Fidelity China Consumer fund, and how he aims to benefit from policy reforms in a changing country
09 June 2014
With markets on the way up, finding unloved and undervalued stocks is becoming harder. But one recovery fund has managed to return over 20% since its launch last year. Hardeep Tawakley speaks to Hugh Sergeant, manager of the River and Mercantile World Recovery fund.
02 June 2014
L&G’s UK equities specialist Richard Penny talks to Laura Dew about his investment strategy, and how recent political events could be a positive.
Jian Shi Cortesi, Asian equity fund manager at Swiss & Global, explores the companies that will benefit from China's structural changes
The Investor Forum will this month hold its first meeting to discuss how to promote long-term investment. But with short-termism ingrained in fund management, is it too late for change? Hardeep Tawakley reports.
Shorting the Japanese yen while going long equities was a consensus trade last year. The pair have decoupled, but can the trade work again? Tilney Bestinvest's Sophie Muller investigates.
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