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FUND MANAGER FOCUS

Lyle champions fettered funds for outperformance at lower cost

Investment Week | 29 Jul 2011

Threadneedle manager attributes strong performance of Equity & Bond fund to Asia and emerging market holdings and focus on volatility.

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landers-will

Landers: Why policy reform has made Brazil compelling

BGF Latin America manager says big overweight in Brazil is driving performance.

Investment Week | 15 Jul 2011

savvides-alex

JOHCM’s Savvides excels after backing unloved financials

JO Hambro manager Alex Savvides’ focus on recovery situations leaves him overweight financials despite climb in share prices.

Investment Week | 08 Jul 2011

OTHER FUND MANAGER FOCUS ARTICLES

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Vatis: US financials are at ‘rock bottom’ valuations after correction

Fidelity's US manager Aris Vatis backing US financials after claiming they are trading at rock bottom levels.

Investment Week | 01 Jul 2011

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Beal: Chinese inflation nowhere near boiling point

Henderson’s director of pan-Asian equities manager continues to back China, despite recent headwinds, in view inflation is manageable.

Investment Week | 24 Jun 2011

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Stopford sees focal shift as driver of bond fund success

Investec manager points to change of focus as performance catalyst since taking reins of the group’s Strategic Bond fund in 2006.

Investment Week | 17 Jun 2011

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Rathbones’ Jones sticks to short duration amid threat of rising inflation

Bryn Jones has delivered top-decile performance on the £62m Rathbone Ethical Bond fund over the last year, returning 11.3% compared to the average corporate bond fund return of 6.9%

Investment Week | 10 Jun 2011

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Harrison shuns mega caps to outshine competition

Manager believes quality over defensives has been fundamental to surviving crises in markets during first six years at Threadneedle.

Investment Week | 03 Jun 2011

RLAM’s euro star: Contagion ends with Portugal

RLAM European Growth manager shuns defensives and piles into banks with eurozone issues ‘already in the price’.

Investment Week | 27 May 2011

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Defensive Harte warns on UK inflationary pressures

Barings’ Global Bond manager uses top-down scenario forecasting to generate returns

Investment Week | 20 May 2011

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Steer: Overseas earnings may be too expensive

Artemis UK Growth fund manager has boosted performance with overseas earnings strategy but is beginning to look at UK-centric stocks

Investment Week | 13 May 2011

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Turnbull warns China under pressure in the short term

Neptune manager believes unpredictable energy prices pose near-term inflation problem

Investment Week | 06 May 2011

Global approach pays dividends for Sarasin’s Whitehead

Sarasin’s Whitehead tips Monetary Policy Committee to hike rates in May as inflation soars, providing potential boost to dividend-focused equities

Investment Week | 03 May 2011

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Aggressive approach in high yield rewards Aberdeen’s Reed

Head of European high yield at Aberdeen believes low interest rate climate makes income from high-yield bonds more attractive to investors

Investment Week | 21 Apr 2011

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Invesco Perpetual’s Parks warns on Asian growth as inflation fears mount

Invesco Perpetual’s Stuart Parks has warned Asian growth rates are poised to drop as central banks move to combat inflation.

Investment Week | 15 Apr 2011

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hale-clive

View from the Bridge: Investment biker

Being a long time motorbiker, I am very conscious of the ever present threat that comes from being unaware of what is in front of you.

Jupiter tops Alpha Manager provider list

Jupiter Unit Trust Managers employs the most FE Alpha Managers with 12 on the newly revealed list for 2012.

lawrence-gosling

Gosling's Grouse: Baying for blood

When a phlebotomist sticks a needle in a vein you pay attention. He or she has you just where they want you.

obama-concerned

FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

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