James Budden, director at Baillie Gifford, says, managers need to start labelling performance over short periods as just noise, rather than allowing it to feed into portfolio constructions
Despite their age, investment trusts are becoming ever more specialist and diverse. Nick Greenwood, manager of the Miton Worldwide Growth investment trust, highlights the closed-ended opportunities in timber, German property, and UK smaller company specialists...
Mark Sherlock, lead portfolio manager of Hermes US SMID Equity fund, analyses which market cap is likely to perform best when the Federal Reserve finally decides to raise rates
Paul Niven, manager of the Foreign & Colonial investment trust, explains how beyond the near-term volatility and fears about navigating future interest rate rises, global equities are actually expected to excel.
A Greek tragedy and metaphorical fireworks in China have provided rich material for headline writers so far this year. Meanwhile in the UK, the economy is continuing to strengthen and companies are operating in an environment of little or no inflation,...
Until recently European markets had been steadily growing, but with strong performance from stocks traditionally seen as defensive or defensive growth.
Despite recent Chinese stock market volatility, the long-term growth outlook for Asia remains very positive, and compared to its emerging market peers the region does not come at a premium.
Why should we choose between value and growth?
The bitter truth about volatility
James Mitchell, portfolio manager in global fixed income for Russell Investments, analyses the key risk factors for the high yield market as the Federal Reserve moves closer to raising rates.