Fund manager focus
15 May 2015
Fidelity Global Special Situations manager Jeremy Podger tells Laura Dew what has contributed to the outperformance of his fund as he passes his three-year anniversary.
10 April 2015
Alice Rigby talks to the managers of the Baillie Gifford Corporate Bond fund about their focus on "underrated" fixed income securities and the attraction of certain 100-year debt.
23 March 2015
In his first interview since taking over Schroder UK Opportunities from Julie Dean, Matt Hudson tells Anna Fedorova about plans to expand his team and how he is coping with the differing demands of his two portfolios.
27 February 2015
Geopolitics is likely to play a big part in the direction of markets and investors must play close attention to events in Russia and the Middle East, according to Smith & Williamson's James Burns.
11 February 2015
Last year was a difficult year for global funds, many of which suffered due to an overweight to struggling commodities and an underweight to the outperforming US equity market.
09 February 2015
Majedie UK Income fund manager Chris Reid tells Anna Fedorova about the investment calls that helped him maintain strong performance in 2014, and why he sees value this year in unloved stocks like Sainsbury's.
26 January 2015
Standard Life Investments' Bambos Hambi tells Katrina Lloyd about the evolution of the MyFolio suite of funds, his response to the large number of fund manager moves in 2014, and whether investors should be concerned about the impact of this year’s election.
04 December 2014
Gary Potter tells Laura Dew why he and co-manager Rob Burdett believe there are 'more ladders than snakes' for investors today, and why they are looking again at emerging markets.
27 November 2014
JO Hambro Capital Management’s Samir Mehta does not hold back when highlighting Asia’s flaws. According to the manager, Chinese growth has been fuelled by “other people’s money”, companies are overly fond of “accounting profits” and corporate governance can leave much to be desired at some Korean companies.
21 November 2014
An improving economy and the attendant rises in inflation and interest rates represent the biggest challenge facing investors, according to Premier's multi-asset head David Hambidge.
13 November 2014
BlackRock Continental European Income fund manager reveals how to make money from the periphery and find income in times of low growth.
07 November 2014
The plunging oil price should prompt investors to reconsider their UK equity allocations, according to Steve Davies, co-manager of the £1.2bn Jupiter UK Growth fund.
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.
Melissa Gallagher, head of investment trusts at Allianz Global Investors, analyses the role investment trusts can play in pension planning as more investors avoid annuities.
Mary-Therese Barton, senior investment manager at Pictet Asset Management, analyses if the Mexican government’s determination to implement its structural reforms and maintain economic stability is helping or hindering the market.
From financials and Brazilian equities to preference shares, managers tell Investment Week more about their best contrarian stock, sector, and regional picks for 2015.
The Big Debate
The Big Debate is an online audio and video conferencing club with an audience comprising the UK's leading discretionary asset managers, top IFAs, and other investment professionals.
IW Fund Centre
Register here to get full access to all Investment Week's news and comment articles from our archive.
Updating your subscription status