Runs two funds with Richard Pease
Lessons learnt after an 'extraordinary year'
Response to Asset Management Study
AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity...
Alex Wright, manager of the Fidelity Special Situations fund and Special Values investment trust, talks to editor Katrina Lloyd about whether an inflection point has been reached for value investing.
Nick Mustoe, CIO of Invesco Perpetual, talks to editor Katrina Lloyd about multi-year valuation opportunities for cyclical names, and the particular attractions of oil companies and banks.
Mark Burgess, CIO of Columbia Threadneedle, talks to Katrina Lloyd about the potential stagflationary impact of a Trump presidency and uncertainties for the UK outlook following the Brexit vote.
Didier Saint-Georges, managing director of Carmignac, speaks to editor Katrina Lloyd about why the rebalancing of the policy mix towards fiscal stimulus will be a big theme for investors over the next six months.
Smith & Williamson's head of funds business Ed Rosengarten talks to editor Katrina Lloyd about the challenges for UK asset managers, the Brexit impact, and why offering access to fund managers and an interactive approach is key for the group.
Ian Simm, founder and chief executive of Impax Asset Management, talks to editor Katrina Lloyd about opportunities following the Paris Climate Change Agreement and the growing demand for real assets exposure in areas including infrastructure and property....