Fund manager focus
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.
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.
The IMA Sterling Strategic Bond sector has become increasingly popular in recent years, with its flexibility hugely attractive in a low yield environment.
The strong dollar has been the bane of equity markets, placing pressure on earnings. But Simon Laing, head of US equities at Invesco Perpetual, argues investors need to look back at the 1980s, when markets soared alongside the dollar’s strength, for investment inspiration.
The recent sell-off in high yield means opportunities in the 'rising stars', housing, and building materials sectors, explains PIMCO's deputy CIO Mark Kiesel.
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