Go to Investment Week homepage
  • Site search
  • Job search
  • Subscribe
  • Newsletter
  • Mobile
  • RSS
  • Home
  • News
  • Opinion
  • Fund Manager Views
  • Interviews
  • Sector Analysis
  • Features
  • Events
  • Audio/Video
  • Jobs
  • Research Centre
  • Share Centre
  • About us
  • Contact us
  • Advertise
  • UK
  • Global
  • Fixed Income
  • Managed
  • Specialist
  • Markets
  • Goslings Grouse
  • Contrarian Investor
  • Leader
  • The Alchemist
  • The Big Interview
  • Fund Manager Focus
  • Funds to watch (RADAR)
  • Practical
  • Technical
  • The Big Question
  • Conjecture
Where am I? Home breadcrumbs arrow image Portfolios

PORTFOLIOS

Can we apply the Stockdale Paradox to equity markets?

Investment Week | 02 Dec 2011

Taking a lesson from the Stockdale Paradox, Joe Roseman says the only means of survival is to confront the brutal fact there is no palatable way of addressing mass insolvency.

joe-roseman
its-charlesstanley

The best job in fund management?

Stephen Peters, investment trust analyst at Charles Stanley, says unjustifiably arrogant trusts are not helping the wider sector ‘survive and thrive’ in the face of increasing competition.

Investment Week | 01 Jul 2011

£1.2bn Caledonia investment trust to adopt more concentrated mandate

The manager of the £1.2bn Caledonia Investment trust is aiming to increase its yield by revamping it into a more concentrated portfolio.

Investment Week | 03 Jun 2011

OTHER PORTFOLIOS ARTICLES

clockwork

The golden rules of income investing

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.

Investment Week | 20 May 2011

lance-ian-cutout

The curse of the specialist manager

Ian Lance, portfolio manager at RWC Partners, discusses the disadvantages of choosing a fund manager with a narrow investable universe.

Investment Week | 20 May 2011

king-max

Managers look overseas as UK economy stagnates

Managers running UK-focused portfolios have turned to international stocks for returns as the UK’s recovery continues to disappoint.

Investment Week | 03 May 2011

The drivers of the growth trend in EMD

Western’s EMD specialist talks about his approach to investing in nascent markets

Investment Week | 03 May 2011

7IM duo sees end in sight for asset class correlation

7IM is convinced the upward correlation between gold, equities and fixed income has got to come to an end. How it ends and how to manage portfolios when it does is just one of themes discussed by the group’s directors Justin Urquhart Stewart and Tom Sheridan.

Investment Week | 29 Nov 2010

eisinger-john

Eisinger targets real value on defined path to returns

Janus fund manager John Eisinger runs high conviction, unconstrained portfolios, picking efficiently run businesses with a defined path to value.

Investment Week | 05 Nov 2010

big-question

Should investor portfolios still be denominated in sterling?

We ask industry figures.... Should investor portfolios still be denominated in sterling in light of the UK’s fiscal situation?

Investment Week | 13 Oct 2010

mundy-alastair-cutout

Q&A with king contrarian Alastair Mundy

Investment Week columnist David Stevenson gets Mundy’s views on the purity of his portfolio and how a contrarian operates in volatile markets.

Investment Week | 01 Sep 2010

brook-fox-ralph

Brook-Fox seeks winners through conviction investing

Manager discusses growth, value and the pro and cons of running 30-stock fund

Investment Week | 27 Aug 2010

chameleon

Diversification and correlation

In such volatile times, the road to recovery is one that must be watched closely, as flexibility to adapt to potential changes can prove vital.

Investment Week | 26 Aug 2010

singapore dragon

Managers predict blue-chip rise in EM portfolios

Blue-chip stocks listed in the developed world could soon become a strategic part of emerging market portfolios, according to managers.

Investment Week | 25 Aug 2010

allan-murray

Bottom-up approach and EM exposure delivers for Allan

Baillie Gifford manager attributes consistent outperformance to bottom-up stockpicking approach and understanding individual companies

Investment Week | 23 Aug 2010

« Previous Next »

MOST READ ARTICLES

  • Bank expands QE by £50bn

  • Fidelity expands multi-asset range with income offering

  • The 10 largest M&A deals of all time

  • SocGen’s Edwards: Mervyn King should be stripped of knighthood

  • Bank poised to pump £50bn into economy

MOST COMMENTED ARTICLES

  • Spurs boss Redknapp cleared of tax evasion charges

  • FATCA: US Treasury updates proposals to ease burden

  • Investors 'twice as likely' to choose active funds over trackers - Lipper

  • Chillingworth: FTSE 100 will break the 6,100 barrier this year

  • Govt resists Arch cru probe

  • Most read
  • Most commented
  • Most popular
  • Bank expands QE by £50bn

  • Fidelity expands multi-asset range with income of...

  • The 10 largest M&A deals of all time

  • SocGen’s Edwards: Mervyn King should be strippe...

  • Spurs boss Redknapp cleared of tax evasion charges

  • FATCA: US Treasury updates proposals to ease burd...

  • Investors 'twice as likely' to choose active fund...

  • Chillingworth: FTSE 100 will break the 6,100 barr...

  • Barack Obama
  • Ben Bernanke
  • Charles Schwab
  • Fidelity
  • Henderson
  • Technology
  • UBS
  • US
  • greece

HAVE YOUR SAY

fragment image

The Big Question

This week: Are hopes of a US recovery overblown?

JOB OF THE WEEK

Latest jobs

MONEYHELPLINE.COM: Life As

09 Feb 2012

Basic salary up to £22,000 + £5,000 OTE to reall

DREW CHAPMAN SEARCH AND SE

07 Feb 2012

£25k - £30k + Excellent Bonus: Drew Chapman Sea

IPS GROUP: Systems Tester

07 Feb 2012

£18000 - £20000 per annum + pro rata: IPS Group

Foo This

EDITOR'S CHOICE

1 2 3 4

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?

EVENTS

event_image

fund5live

21 Feb 2012 - 29 Feb 2012

event_image

Senate Spring Investment Conference

06 Mar 2012 - 09 Mar 2012

Mount Nelson Hotel

event_image

Absolute Returns Focus 2012

13 Mar 2012 - 13 Mar 2012

The Cumberland Great Cumberland Place, London W1H 7DL

event_image

Legal Week Mourant Ozannes Funds Litigation Forum

27 Mar 2012 - 27 Mar 2012

200 Aldersgate, London EC1

More events
  • Home
  • News
  • Opinion
  • Fund Manager Views
  • Interviews
  • Sector Analysis
  • Features
  • Events
  • Audio/Video
  • Jobs
  • Research Centre
  • Share Centre
logo

© Incisive Media Investments Limited 2012, Published by Incisive Financial Publishing Limited, Haymarket House, 28-29 Haymarket, London SW1Y 4RX, are companies registered in England and Wales with company registration numbers 04252091 & 04252093

  • Site search

sponsored by

Site Credentials:

  • Contact us
  • About Incisive Media
  • Privacy policy
  • Terms & Conditions
  • Accessibility
  • Sitemap

Related websites:

  • IFAonline
  • Professional Adviser
  • Mortgage Solutions
  • Retirement Planner
  • ETFM
  • International Investment
  • Professional Pensions
  • Global Pensions

Jobs:

  • Director/Executive jobs
  • Investment Adviser jobs
  • Investment Analyst jobs
  • Portfolio Manager jobs
  • Private Client Stockbroker jobs
  • Wealth Manager jobs

Accreditations:

  • Digital Publisher of the Year 2010