Bullish stance on industrials and financial avoidance defines top vehicles in Europe ex-UK sector, exemplified by Burnett's top-performing Neptune fund
Axa Fram UK Growth manager highlights long-term anti-consumer bets and large-cap focus as behind top-decile returns through market volatility
Some leading cautious managed fund managers discuss just what it is that makes their strategies so different
As managers place increasing emphasis on stock selection, asset allocation is becoming a forgotten tool to boost the value of a portfolio
If the past 12 months have been difficult for investors in the UK equity market, they have been even...
Midas Capital has issued a profits warning in anticipation of continued slow inflows into its range o...
Ascentric is to make City Financial's range of funds available on its wrap platform. IFAs and user...
BlackRock's Nick Mcleod-Clarke is continuing to avoid consumer-related sectors but believes banks are...
Though the immediate future of UK equity income looks to be a challenge, investors should not lose sight of longer-term opportunities. In the meantime, selectivity is paramount
With corporate profitability at historically high levels and the credit crunch taking its toll, now is not necessarily the time to blindly buy equities. Indeed, now more than ever is the time to pursue a detailed, bottom-up approach to stock selection...