19 August 2014
Invesco Perpetual’s Global Targeted Returns fund has pulled ahead of its main competitor in its first year of existence, prompting fund buyers to reconsider their options in the absolute return space.
18 August 2014
The Kames Ethical Cautious Managed fund, managed by Audrey Ryan and Iain Buckle, has risen to the top of the IMA Mixed Investment 20-60% Shares sector despite having one of the most restrictive screening processes of all Cautious funds.
18 August 2014
Szymon Idzikowski, closed end fund analyst at Morningstar, analyses the different ways investment trusts have evolved in light of the Retail Distribution Review.
23 July 2014
Short-termism can be seen across many sectors of the financial world, but are fund managers becoming too short term in their investment outlook, and how can the industry fight back against this trend?
22 July 2014
Dan Kemp, co-head, investment consulting and portfolio management at Morningstar Investment Management EMEA, explains why portfolio construction could be just as important as fund selection, if not more so.
10 July 2014
Western economies are finally on a steady recovery path and market volatility is at an all time low. So where do investors think the key opportunities will be in the remainder of 2014?
09 July 2014
In today's changing economical times, is comparing a number of funds or portfolios against a standardised benchmark enough? Managers from Prudential, ING and Hemes fund managers tell us what they think.
08 July 2014
The UK has remained firm on its economic recovery path so far this year, but political turmoil in the Middle East, combined with central banks' inability to make firm decisions on rate rises and monetary policy, are threatening to throw markets off track. So what are the key risks investors should be aware of in the second half of 2014?
07 July 2014
Insight Investment’s flagship Equity Market Neutral fund is planning to increase its exposure to European equities following the hire of portfolio manager Gareth Jenkins.
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.
26 June 2014
Every investor is searching for income in the market today, but where is the best value income being found?
26 June 2014
As Jeremy Tigue steps down from running the Foreign & Colonial investment trust after a 17-year stint, he tells Hardeep Tawakley what the future holds for the 146-year old trust, and how the oldest trusts in the world have evolved since the 1800s.
23 June 2014
Former Morningstar OBSR researcher Chetan Modi has joined Allfunds Bank as a senior fund analyst as part of the group's push to increase its UK-based fund research team.
16 June 2014
Jackie Beard, director of closed-end fund research at Morningstar, explains how trusts are negotiating new gearing facilities, including the reintroduction of long-dated debt, as the cost of borrowing falls.
29 May 2014
Dan Kemp has left Albemarle Street Partners (ASP), less than two years after co-founding the consultancy, to join Morningstar.
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?
Shorting the Japanese yen while going long equities was a consensus trade last year. The pair have decoupled, but can the trade work again? Tilney Bestinvest's Sophie Muller investigates.
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