Joined Carmignac in 2012
Brexit uncertainty a major factor
Begun investigating in April 2017
Industry Voice: Over the last two years, emerging markets have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis. With emerging market economic indicators accelerating...
Biggest monthly fall in sentiment since 2013
Alliance Trust Savings tops lists
Letter to CEOs
Plans to dominate asset management coverage of the shares
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.
Focus on strong ESG scores
Fund to be renamed on 14 May
Time for contrarian approach
Joining private client team
Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.
Focus on Asia income
Political concerns remain
To be implemented on five UK funds next month
Difficult trading environment
The micro-cap sector is often deemed synonymous with higher risk: that the smaller the company, the greater the associated risk warnings.
Dropped to 2.5% in March
German recession concerns
Improving portfolio diversification
Seven new funds make the list