Manager shorts IT and outsourcing while buying unloved domestics despite weak outlook

Manager adopts three-pronged strategy including focus on contrarian bets in EM Europe

Artemis UK Growth fund manager has boosted performance with overseas earnings strategy but is beginning to look at UK-centric stocks

One of the most striking aspects of the ‘muted' economic recovery in the Anglo-Saxon world is the mismatch between beleaguered consumers, embattled governments and resurgent corporates.

THE BIG INTERVIEW

Charles Stanley investment manager Kate Spurling highlights strong companies meeting ‘basic human needs'

With stronger than expected inflation readings in the eurozone, China and the US this month and the UK continuing to dramatically overshoot its inflation target, investors should be looking to protect their portfolios from the consequences of continued...

In March China published its 12th five-year plan. The word ‘plan' has been adjusted to take into account the growing role of the private sector in economic growth.

ON ASSET ALLOCATION

Neptune manager believes unpredictable energy prices pose near-term inflation problem