UK Growth manager keeps faith in long-term positions although both sectors have suffered short-term blip and hit his returns in recent months
Geffen, Eaton and French focus on resilient emerging market economies and must-have industries to bring outperformance despite economic crisis
JPM manager believes depressed market is not reflective of macroeconomic positives
In our recent discussions with respected investment managers, there is no doubt that in certain case...
European markets have just experienced the weakest opening half of a calendar year in living memory....
Mining stocks have forced several banks out of the largest stocks in the FTSE 100 in the 12 months s...
The Beijing Olympics will do little to boost China's economy, even in the short term, said JPMorgan. ...
Inflation pressures caused many emerging market central banks to tinker with interest rates last mon...
Market news has been dominated by RBS' pre-tax loss for Q1 and Q2 of £691m today - reportedly the sec...
Rajiv Sachdeva has left his post as head of risk at Dalton Strategic Partnership. Sachdeva had res...