Guinness founder and CIO Tim Guinness has said the problems in Greece will not spark a fresh banking crisis even if the beleaguered nation is forced to exit the euro.
Rob Harris, CEO of Majedie Asset Management, discusses why he believes an increased focus on funds' 'active share' is misguided.
Mark Martin, manager of Neptune UK Mid Cap Fund
Nick Train has a growing level of M&A activity in recent years has forced him to add non-benchmark holdings to his UK equity portfolios.
Consumer staples have returned to the top of UK equity managers' agenda as later-than-expected rate hikes reignite the debate over the outlook for the sector.
Falling oil prices have been a boon to consumers and managers should be exposed to rising discretionary spending, explains Smith & Williamson's Mark Boucher.
Policy tightening and stimulus, falling commodity prices and elections - this year is likely to be shaped by conflicting forces, explains Premier's David Hambidge.
Charlie Long and Nick Judge boosted the performance of the £304m GLG UK Select fund in 2014, after a rocky second quarter forced them to review the fund's risk management processes.
Julian Fosh, co-manager of the £1.4bn Liontrust Special Situations fund, explains why he continues to back property site Rightmove in the face of a high-profile new online challenger.
‘No-names’ like we were might struggle today