In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Kelly Prior & Paul Green from BMO Global Asset Management.
Royal London Asset Management (RLAM) Equity Income fund manager Martin Cholwill believes there is a danger of investors concentrating too heavily on pension deficits when looking at UK companies - despite the fact deficit figures have spiralled in recent...
Macro drivers have had a major impact on the UK equity market during 2016. Sector and stock performance has diverged wildly in response to sharp moves in bond yields and currencies. These influences have tended to favour share prices of the UK's largest...
Nick Mustoe, CIO of Invesco Perpetual, talks to editor Katrina Lloyd about multi-year valuation opportunities for cyclical names, and the particular attractions of oil companies and banks.
In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Jupiter's Amanda Sillars.
Better dividend sustainability
Mark Burgess, CIO of Columbia Threadneedle, talks to Katrina Lloyd about the potential stagflationary impact of a Trump presidency and uncertainties for the UK outlook following the Brexit vote.
In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Miton's David Jane.
RLAM head of credit Eric Holt has stressed the need for bond investors to focus on the visibility and deliverability of cashflows during challenging times.
In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Justin Onuekwusi of LGIM.
Royal London Asset Management's (RLAM) head of fixed interest Jonathan Platt has highlighted the importance of spreading portfolio risk during challenging times for bond investors.