The absolute return sector has proved popular with investors yet confusion remains over the scope, target returns and investment time horizon of absolute return strategies
India is set to become a financial powerhouse within the next 15 years. By Nitin Jain, principal fund manager, Kotak Mahindra (UK) Ltd
We are at the foothills of an exciting new era of technology; the era of personalised technology
Looking back over the past decade, the performance of emerging markets has brought approving comments from even the most hardened critics.
For some time we have primarily focused on defensiveness which has proved pertinent in terms of performance.
What are the chances of the UK facing a period of inflation or deflation as the economy picks up post credit crisis?
At the start of 2009 markets were in freefall, there were concerns about financial and economic meltdown and the last place you wanted exposure to was smaller companies with their higher risk and greater exposure to the domestic economy.
Over the next few years we should see a sustained period of moderate global economic growth, albeit more subdued than previous economic recoveries.
Of all the crises of the last 10 years, the most recent had the most casualties. Thanks to their sound portfolio construction, global macro hedge funds were not one of the fallen
Stuart O'Gorman had an impressive 2009 with the two technology funds he manages with Ian Warmerdam - Henderson Global Technology and New Star Technology - both generating returns over 47%.