PORTFOLIOS
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.
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
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
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
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
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
Western’s EMD specialist talks about his approach to investing in nascent markets
Investment Week | 03 May 2011
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
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
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
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
Manager discusses growth, value and the pro and cons of running 30-stock fund
Investment Week | 27 Aug 2010
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
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
Baillie Gifford manager attributes consistent outperformance to bottom-up stockpicking approach and understanding individual companies
Investment Week | 23 Aug 2010
HAVE YOUR SAY
This week: Are hopes of a US recovery overblown?
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