19 August 2014
Old Mutual Global Investors' Richard Buxton is considering buying Tesco for the first time in four years, as managers investigate a contrarian opportunity in the stock despite the spectre of dividend cuts.
18 August 2014
This year has proven to be problematic for the UK Smaller Companies sector as investors have rotated out of small caps into larger and mega-cap alternatives. This has happened for a number of reasons, including some profit-taking following significant increases in the value of stocks in the mid- and small-cap areas.
06 August 2014
The cyclicality of listed asset management businesses has been called into question as big names spring dividend surprises and attract the interest of UK equity income managers.
18 July 2014
The market is pricing disinflation in to longer-dated government bonds, and rather than causing concern, this trend will be positive for markets, argues John Stopford, co-head of Investec Asset Management's multi-asset team.
02 July 2014
Research by Investment Week has revealed only half of managers in the major IMA sectors have run their funds for five years or more.
12 June 2014
Central banks and regulators have created a precarious environment by pumping cheap money into the financial system. But what will be the outlook for fixed income when it comes to an end?
09 June 2014
Market volatility has dropped to lows not seen since before the financial crisis, prompting expectations of a sharp spike, but some strategists suggest it could remain anchored for years to come.
05 June 2014
BNY Mellon Asset Management has hired Fergus McCarthy from Investec Asset Management as head of advisory, as it restructures its management team after the recent exit of Scott Goodsir, Investment Week understands.
02 June 2014
FE Research scours the vast investment universe to select lesser known funds for your portfolios.
28 May 2014
Active fund managers must rise to the challenge of a rotation into FTSE 100 stocks after years of outperformance, wealth managers have warned.
19 May 2014
What are the most important elements of stock selection? Most investors would claim successful stock picking requires holding a more informed view of a company’s future than the majority.
23 April 2014
Dan Hanbury is River & Mercantile’s UK equity specialist, running three retail mandates including the top-performing UK Equity Unconstrained fund.
15 April 2014
In the first of a two part series, we ask fund managers to tell us their top picks for ISA's in the 2014-2015 tax year
14 April 2014
Investec is planning to switch Alastair Mundy and David Lynch’s £100m Capital Accumulator fund from a zero dividend fund into a high conviction stock-picking portfolio, Investment Week understands.
25 March 2014
Managers from Hermes, Investec and GAM tell Investment Week where they are seeing opportunities in the alternatives market
Investors need to sharpen their focus on geopolitical tensions in investment decisions and face the reality of rising risk premia, explains William Davies, head of global equities at Threadneedle Investments
Political conflicts in Russia and the Middle East show no signs of ending, yet emerging markets have continued on an upward curve. Has investor complacency has set in?
Investments in the healthcare sector have been on an upward climb in the last decade - but shares in drug companies are not the only way to play the sector. Kenneth Mackenzie from Target Advisers explains why the fundamentals for residential care stack up.
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