Special situations
19 December 2011
A client recently highlighted to me the current similarity of the fund managers he speaks to.
28 November 2011
There is little doubt the protagonist of the world economy continues to be played by the eurozone crisis, however it is worth noting volatility and market weakness have been compounded by lacklustre western data releases.
24 October 2011
BlackRock’s Richard Plackett has warned profits are set to come under severe pressure under the next six months as macro uncertainties weigh on corporates.
18 October 2011
Investec’s Alastair Mundy has said investor irrationality is helping his investment process but has warned on corporate profitability.
10 October 2011
Marlborough Special Situations and UK Micro Cap Growth manager has moved to cash in anticipation of buying opportunities.
23 September 2011
Miton's James Sullivan says the marketplace is too complacent about the prospects for Spain and Ireland.
23 September 2011
Jupiter European Special Situations manager slashed exposure to ‘one-way bet’
12 August 2011
Most professional investors believe themselves to be investment sceptics. After all, no one would wish to portray themselves as a gullible buffoon.
15 June 2011
OBSR's Ruli Viljoen assesses the top funds in the sector.
03 March 2011
Joanna Faith looks at five of the most popular funds in the special situations space.
15 February 2011
Fidelity's Sanjeev Shah has reduced his weighting to overseas equities in the £3bn Special Situations fund in favour of domestic large caps.
22 November 2010
I typically treat survey findings with a very large pinch of salt. Many are carried out by pollsters with little interest in the subject and who are not sufficiently motivated to secure a distribution of respondents that mirrors the underlying population.
27 October 2010
In the ten years of running Investec’s Cautious Managed fund, Alastair Mundy has built a reputation of being one of the UK's top contrarian investors.
20 September 2010
Eleven of this year’s 13 IPOs are trading on a premium, including Anthony Bolton’s China Special Situations fund, according to Numis Securities.
10 September 2010
Award-winning manager Cédric de Fonclare uses combination of stockpicking and macro view to drive performance in Europe ex UK sector
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Features
Jerome Booth, head of research at Ashmore Investment Management, reveals the dangers of being a conservative, convention-bound investor during periods of big macro-economic changes.
Cristiano Migliorini, senior research analyst at UBP Asset Management, examines how call overlays can improve risk-adjusted returns in all market conditions and the ingredients the best strategies should share.
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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