Fund manager focus
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.
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.
Delegates heard presentations from five fund managers explaining some of the key calls that have benefitted performance at our Market Focus 2015: Absolute Return last month.
Mona Shah examines the diverging fortunes of emerging market countries as the strong dollar and an expected rise in US interest rates take their toll.
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