Stockpicking
02 December 2011
Fitch Ratings has said current market conditions should make equity managers adapt their stockpicking processes to take into account more top-down views.
17 June 2011
Negyal and Timberlake’s stockpicking approach ensures year of solid positive performance.
03 June 2011
Alex Wright is manager of the £7m Fidelity UK Opportunities fund. The top-performing fund has returned 83.5% to investors over the last three years, ahead of the UK Smaller Companies sector average of 25.4%.
02 June 2011
Mark Gordon-James, senior investment manager at Aberdeen, reveals his top five stockpicks in the EM smaller companies sector.
27 May 2011
James Thomson, manager of the £129.8m Rathbone Global Opportunities fund, highlights his personal ingredients for successful stockpicking.
04 February 2011
Dicken’s Threadneedle Pan European Smaller Cos fund tops IMA European Smaller Companies sector over five years
05 November 2010
The daunting task facing Virginie Maisonneuve and Jonathan Armitage, the co-managers of the Schroder Global Alpha Plus fund, is to build a concentrated portfolio of 30 of their highest conviction stock ideas from around the world.
03 September 2010
Schroders’ Gibbs looks for growth in cheap mid caps
09 August 2010
First State manager believes understanding assets is vital to performance in resources
11 June 2010
The US stock market has historically been one of the first ports of call for investors when things get tough.
26 April 2010
Royal London UK Growth manager uses stockpicking skills to select growth opportunities across market-cap spectrum to sit top of sector
05 March 2010
Although it was only 12 months ago, it is worth recalling the depths of the gloom that enveloped equity markets during the first few months of 2009.
18 January 2010
It is that time of year when we all seemed to spend a lot of time predicting – or more likely – guessing what are going to be the top-performing asset classes during the year next 10 years.
18 January 2010
This week’s panel debates the experience of investors in the European equities sector
21 September 2009
Neptune UK Equity manager combines 15-year stockpicking experience with group’s top-down process to achieve consistent outperformance
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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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