Fund manager focus
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.
27 May 2014
Investment director of Prudential’s Portfolio Management Group on his latest moves and his view on risk.
12 May 2014
The FTSE 250 (ex ITs) is on the verge of entering correction territory after a steep sell-off in recent weeks. Richard Watts, manager of the Old Mutual UK Mid Cap fund, tells Alasdair Pal how he has responded.
06 May 2014
Fidelity’s Nick Price tells Nick Paler how his top decile fund dodged much of the brutal sell-off in emerging markets, and why the dramatic falls have presented investors with the perfect entry point.
28 April 2014
Henderson’s James Henderson tells Julia Rampen about his contrarian strategies, the future of his investment trusts, and why the AIM market is misunderstood.
23 April 2014
Dan Hanbury is River & Mercantile’s UK equity specialist, running three retail mandates including the top-performing UK Equity Unconstrained fund.
Why are there often such differences in the performance of investment trusts and open-ended counterparts run by the same managers, asks James Burns, head of the multi-manager team at Smith & Williamson.
With UK markets having underperformed many European indices in recent months, and the prospect of interest rates rising very soon, Raj Tanna, portfolio manager at J.P. Morgan Private Bank, analyses the future for UK equities.
Asia's growing consumer base will be a force to be reckoned with. Yuming Pan from Allianz GI lays out the statistics that show just how big the investment opportunities will be.
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