Should property investors be rushing for the exit?
Simon Cordery, head of investor relations and business development, investment trusts at F&C Investments, explores the extent to which market sentiment can affect trusts.
James Hamel, portfolio manager on the Artisan Partners growth team, looks at how to deal with foreign exchange volatility and find companies capable of resilience in this environment
As the Greek government once again fails to make a breakthrough in its negotiations with the IMF and EU, Barry Norris, founding partner at Argonaut Capital, argues it is time to let Greece go, especially as a 'Grexit' is much more manageable now
Cazenove Capital CIO Richard Jeffrey examines the scenarios with the greatest 'potential to sting' fixed income investors.
Crowded trades in transparent markets
The prices of core commodities, including oil and iron ore, have plunged in recent years. Michael Hulme, commodity equities fund manager at Carmignac Gestion, analyses the areas still able to offer value as industries consolidate and respond to price...
Scott McKenzie, investment director and manager of the Saracen UK Income fund, says the largest dividend payers in the UK market currently offer limited potential for growth, particularly as the strong dollar is masking inherent weaknesses in many business...
David Coombs, head of multi-asset investments at Rathbone Unit Trust Management, says the hunt for alpha must turn to alternatives as the beta run draws to a close
Despite the recent underperfomance of the small-cap sector, Gervais Williams, managing director of the Miton group and manager of the recently launched Miton UK MicroCap trust, argues in a world where growth has stalled, it can be a big advantage to be...