Large cap
07 July 2011
Managers from Allianz, RWC Partners, F&C and other top groups give us their views.
10 June 2011
Allianz manager trims mainstream large-cap weighting to avoid following the herd
10 June 2011
JO Hambro Capital Management's newest offering, Global Emerging Markets Opportunities fund, will have a large-cap bias and adopt the top-down approach the managers used in their in their previous roles at Barings.
20 May 2011
Chris Murphy, manager of the Aviva Investors UK Equity Income fund, looks at how to turn the golden rules of income investing into a successful portfolio.
11 May 2011
Schroders’ head of US large-cap equities Jonathan Armitage is leaving the firm after almost two decades to return to Australia.
22 October 2010
In the latest Conjecture debate, our panelists from Legg Mason, Threadneedle and Standard & Poor's discussed US Large Cap companies.
18 October 2010
Large caps are offering once-in-a-decade opportunity on a valuation-and-yield basis, according to Mark Barnett, manager of the Invesco Perpetual Strategic Income fund.
18 October 2010
F&C’s head of UK equities Peter Lees is urging investors not to sell their UK holdings if this week’s Government Spending Review is more negative than expected, as he says UK stocks are “not a UK story”.
11 October 2010
Janus Capital has launched a US large-cap growth fund based on a mandate which has been in existence for American investors for 40 years.
21 June 2010
Newton Real Return manager Iain Stewart talks to Asset TV’s Mark Colegate about large caps and hedges to protect the portfolio
21 June 2010
Multi-asset manager John Husselbee warns disappointing GDP figures from the US could trigger a dip in equity markets and says he will once again be turning to hedging techniques to protect his portfolios.
31 May 2010
As we move further away from the financial meltdown in the autumn of 2008, investors are once again focused on investment returns, leading to the consideration of higher alpha approaches to global equity investing.
01 April 2010
Firms with overseas earnings exposure are key in uncertain UK.
15 March 2010
Fifth Third Asset Management president and CIO Keith Wirtz believes the US capital markets will enjoy a late rally following the mid-term elections in November.
08 March 2010
Legg Mason’s Mary Chris Gay believes US large caps will be the best performers this year after being undervalued by sceptical markets.
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Features
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Video
Henderson’s fixed income manager Jenna Barnard, co-manager of the group’s £1bn Strategic Bond fund, discusses the outlook for bond markets and the implications of the European Central Bank’s second Long Term Refinancing Operation.
Bull/Bear
The first quarter saw a significant improvement in sentiment. Equities rallied, bond prices fell and briefly it looked like things were getting better. Some of this enthusiasm is understandable.
Conjecture
Conjecture is a web conferencing club in association with S&P Capital IQ. With debates on all key issues in the industry, Conjecture has a membership comprising of the UK's leading discretionary asset managers.
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