Investment

Rewarding failure

Royal London Asset Management's Eric Holt has said investment ideas outside the mainstream have helped performance on his £1bn fund despite a liquidity squeeze in bond markets.

An investment trust which has captured the imagination of many of the country's leading fund managers is preparing to raise money from investors for the second time this year.

The Conservative government will introduce legislation ruling out increases in income tax, value added tax (VAT) and national insurance rates for the next five years, it was confirmed in the Queen's Speech, which also detailed plans for an in-out EU referendum...

Fixed income manager Chris Bowie believes the impact on businesses from uncertainty surrounding the EU referendum and a potential Scottish vote is being underestimated by the market.

Bill Gross has admitted failing to successfully implement one of the best calls of his career in his own portfolio earlier this year.

Bank shares were clear winners in the days following the Conservatives' shock election win, and fund managers predict they have further to run. Investment Week lists funds positioned for a further rally in bank shares.

Sam Isaly, managing partner of OrbiMed Investors and portfolio manager of the Worldwide Healthcare trust, says strategically-driven M&A activity and leaps in scientific research are continuing to drive growth for the sector

Jade Fu, investment manager at Heartwood Investment Management, analyses the public and private debt balances of Asian economies, and how they impact investors in the region

Stuart Parks, head of Asian equities at Invesco Perpetual, explains why despite China's strong equity market gains in recent months, investors may be too optimistic on other Asian countries