Fund manager focus
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.
16 April 2014
Invesco Perpetual’s Martin Walker tells Dan Jones why now is the time to stick with insurers, and how the rich pickings across the equity market have dried up somewhat.
Africa is fast becoming one of the world’s hottest regions for oil and gas, as it is relatively underexplored. But operating on the continent offers its own unique challenges, as Garry White, chief investment commentator at Charles Stanley Direct, explains
As investors increasingly push the boundaries in search of accessible alternatives, the alternative beta concept may become a significant part of investors’ toolkit, says Olivia Mayell, client portfolio manager at J.P. Morgan Asset Management.
Asian income is a game of two halves, with the region dividend between cash hoarding markets and those with an established dividend culture. Margaret Weir, investment director at Eastspring Investments spells out the best and worst markets - including the world's worst offender.
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