Alex Ross, manager of the £329m Premier Pan-European Property Shares fund, tells Laura Dew why the high volume of inflows into the sector is unlikely to continue and how he is preparing for a period of volatility when interest rates rise.
The $4.2bn (£2.7bn) Pictet Global Megatrend Selection fund's focus on secular growth trends certainly makes it stand out from the wider peer group, with only a 15% overlap between the portfolio and the MSCI World index.
Corporates have already been through 'fire and brimstone'
RLAM's UK equity income manager talks to Alice Rigby about a decade at the helm of his fund, capacity issues, and why he is still backing wealth management stocks.
Three-year return drivers
'Ruling out any investment is intellectually lazy'
'I have to prove I am credible in UK All Companies'
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.
'No investment case for oil majors'
Holding on to ‘turbulent’ financials has paid off
How MyFolio has coped with market volatility
Why we are dipping our toes back into EMs
'Investors must still beware Asia’s corporate pitfalls'
‘Better economic performance is the biggest threat to investors’
'How we handled the European sell-off'
'Investors in big oil stocks should be very nervous'
Extreme price moves spell tough times for bond investors
Healthcare will see ‘once-in-a-lifetime’ structural shift
'Weak high yield credits are getting weaker'
Other large caps may follow Tesco in cutting dividends
I am still not ready to move negative duration
SmartGARP bounces back
What if Abenomics fails?
How negative rates could boost Japanese equity markets