Ardevora and the psychology of investment
After five years languishing at the bottom of performance tables, the trend-following fund MAN AHL Diversity managed to produce a stellar return last year, as asset classes diverged.
Three members of senior staff at Ashcourt Rowan are to exit as its takeover by Towry is finalised.
Positions in European consumer staples have outperformed in run up to the European Central Bank's quantitative easing programme, as investors look to mimic the highs of US and UK equity markets, according to Polar Capital's Nick Davis.
The managers of the Ruffer investment company have cut their US dollar exposure further, even as the currency looks set for its best quarter in over 20 years.
Ardevora co-founder and partner Jeremy Lang addresses five of the biggest concerns facing UK equity investors in current markets.
SWMC Small Cap European fund manager Jamie Carter has taken his gross market exposure to a record high in the view smaller companies are being overlooked by investors in the "mad scramble" to buy European equities.
Close Brothers has reported a strong first half of its financial year 2014/15 despite a more challenging environment for its Winterflood business.
Quantitative easing in the eurozone and inelastic demand from institutions have been blamed for the latest bond market rally to catch out some investors.
HSBC Global Asset Management's chief executive Andy Clark is ruling out introducing preferentially priced share classes, saying they are akin to "endorsements" of individual platforms.