There is an unsaid adage in fund management about 'grey hair' and 'scars', which means up and coming talent in the industry can be overlooked in favour of those with a decade or two of investment experience under their belt.
The message at this stage of the economic cycle, or any stage, is 'buyer beware'.
Company forecasts £650m 'headwinds' in 2016
The growing influx of overseas investors into the London stockmarket is providing opportunities for UK multi-cap managers to find overlooked 'valuation anomalies' further down the market-cap spectrum.
Chris White, head of UK equities at Premier Asset Management, highlights the sectors set to benefit from a favourable consumer backdrop.
Domestic stocks counter global uncertainty
With some companies unable to generate the necessary earnings growth to continue increasing dividends, Gervais Williams, manager of the Miton MicroCap trust, explores the options for investors to ensure their portfolios continue to generate a rising income...