Equities
UK
Slater Investments' Mark Slater said he is being forced to run an increasingly concentrated portfolio as the number of suitable growth companies declines.
18 October 2016
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1 min read
Equities
Managers to Watch: JOHCM's Ben Leyland on the lessons learnt from covering banks early in his career
JO Hambro Capital Management (JOHCM)'s Ben Leyland believes a career in fund management was a "natural progression" after his history degree, as he points out both involve "a lot of reading" and being "challenged on your opinion".
18 October 2016
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4 min read
US
Fed chair Janet Yellen's recent speech in Boston was an occasion to put into perspective a few important questions regarding the still high economic output gap, the formation of inflation expectations, the sensitivity of wages to labour conditions or...
17 October 2016
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1 min read
Specialist
To say that markets have been unkind to alternative energy equities is an understatement. The sector, as represented by the WilderHill Clean Energy index (ECO index), is down 78% since July 2008 and down 61% since 2011.
14 October 2016
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2 min read
