Svm
20 March 2012
The liquidity driven rally in Europe has proved painful for defensive investors. Many distrusted the commitment of the ECB to pump in cash and missed out on the sharp re-rating of financials, industrials and resources.
16 March 2012
UK stocks will climb 10% over the next few months, said Colin McLean, managing director of SVM Asset Management, with industrials and financials set for the strongest rally.
12 March 2012
Leading investors cast doubt on much-vaunted re-rating of lacklustre gold mining shares.
09 March 2012
Neil Veitch, manager of the SVM All Europe SRI fund, has highlighted five firms which he sees as undervalued after the vicious market correction across Europe.
17 February 2012
The fragility of the financials sector has been well documented after a turbulent 2011. Top managers reveal whether the tides are about to turn.
25 November 2011
The following two figures represent something very pertinent about the current economic crisis in Europe; +21% and +36%.
25 November 2011
The fund has broader remit than similar ethical products, including oil and gas exposure
21 October 2011
Growth is certainly slowing globally – the risks are not just from the struggling eurozone, but stem from a stronger dollar and flight to safety. The dollar strength tightens liquidity for many EM corporates.
21 October 2011
Can UK retailers really survive and prosper as the consumer keeps being squeezed? Maria Merricks reports.
05 October 2011
SVM's Margaret Lawson, co-manager of the £42m SVM UK Growth fund, selects three stocks for growth in a weak economic environment, and two special cases worth backing.
26 September 2011
Cherry Reynard outlines the key differences between investment trusts and open-ended funds and asks what is behind the recent resurgence in the sector?
23 September 2011
Fund selectors often overlook small vehicles, but they carry a number of benefits according to managers. Joanna Faith finds out why bigger is not always better.
24 August 2011
Analysts are underestimating the extent of the problems facing the banking sector, in a scenario reminiscent of the collapse of Lehmans, said Colin McLean, managing director of SVM.
15 July 2011
The board of the SVM UK Active fund, formerly managed by Colin McLean, has confirmed the trust will be liquidated following activist investors Cyrun Finance taking over the trust.
21 February 2011
The range of mandates available within the ethical space can make picking the right fund a challenge. Joanna Faith looks at a selection of different vehicles in this area…
E-mail alerts
Sign up here to get all the news and views from Investment Week sent direct to your inbox.
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.
Gosling's Grouse
Read every instalment of IW's Editorial Director, Lawrence Gosling's weekly column.
IW Fund Centre
Run in conjunction with Funds Library, the IW Fund Centre combines qualitative and quantitative data on a huge range of funds. How is your favourite shaping up?
Register now
Register here to get full access to all Investment Week's news and comment articles from our archive.
Updating your subscription status
IW Fund Centre
Run in conjunction with Funds Library, the IW Fund Centre combines qualitative and quantitative data on a huge range of funds.
Have your say
This week: What will happen to the eurozone if Greece leaves?
Job of the week
Events
12 Jun 2012 - 12 Jun 2012
The Cumberland Great Cumberland Place, London W1H 7DL
05 Jul 2012 - 05 Jul 2012
Royal Albert Hall, London Kensington Gore London, Greater London SW7 2AP