08 July 2015
The investment industry has given a mixed reaction to the first Conservative Budget for almost 20 years after Chancellor George Osborne unveiled a raft of new measures.
05 July 2015
Investec Asset Management's Alastair Mundy reveals how a trip to the National Gallery reminded him of some of the key tenets of contrarian investing.
03 July 2015
J.O. Hambro Capital Management's Clive Beagles has opened new positions in wealth managers and increased exposure to certain banks in his £2.9bn UK Equity Income fund.
29 June 2015
John Wyn-Evans, head of investment strategy at Investec Wealth & Investment, takes a closer look at the global impact of recent currency wars and a future rise in US interest rates.
22 June 2015
River & Mercantile Asset Management is soft closing Philip Rodrigs' UK Equity Smaller Companies fund following strong inflows during the past year.
22 June 2015
UK equity managers Simon Brazier and Clive Beagles have turned more positive on Vodafone, snapping up shares in the company three years after they both cautioned about the telecom's prospects.
04 June 2015
From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.
01 June 2015
Investec Asset Management has launched a Global Dividend fund run by Jonathan Parker and its 4Factor equity team as it continues to bulk up its income offering.
21 May 2015
Investec has reported profits in its asset management business grew 3.6% over the year to the end of March 2015, as its CEO said the wider group is "in the best position it has been since the mid-2000s".
20 May 2015
Simon Brazier, manager of the £203m Investec UK Alpha fund, has joined the debate on Tesco, arguing the supermarket giant fails to meet his key criteria for investment.
15 May 2015
Nick Sketch, senior investment director at Investec Wealth & Investment, explains why generalisations about the investment trust sector can be dangerous.
10 May 2015
Fund managers explain why they are going against the herd with their stock, sector and country allocations.
08 May 2015
Markets have responded positively to news of a Conservative election win, but uncertainty over Britain's membership of the EU and Scotland's future are storm clouds on the horizon, according to economists and fund managers.
01 May 2015
As managers battle crowded trades and correlated asset classes, true diversification has become harder to achieve. Investment Week asks investors how they are tackling this issue.
The writing is on the wall for the fund factsheet (and it’s about time), writes Jeremy Mugridge. Here he explains how smarter communication will boost advice engagement.
Frontier market investors are weighing up the best ways to benefit from the opening up of the Iranian market, as a deal is reached to end 36 years of global sanctions against the country.
In our podcast for July, Anna Fedorova speaks to Square Mile's Richard Romer-Lee about the growing challenge the Investment Association faces with regards to existing and new sector classifications.
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