"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."
That is the stockpicking mantra I like. Over 30 years of investing in European shares, it has been substantially more important to be invested in the right companies rather than the right countries (with...
Reducing volatility and maximising returns
Record organic asset growth
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle