Fund manager focus
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.
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.
Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond.
Warren Hyland, lead portfolio manager of the Muzinich Emerging Market Short Duration fund, analyses the performance of emerging market debt and prospects for 2015.
Global growth looks pretty uninspiring, and there is much uncertainty on the horizon. But now is the time to load up on equities, says Christopher Mahon from Baring Asset Management.
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