Six fund managers reveal the long-term trends driving their strategies, and the positions that have worked well for their portfolios this year, as well as the sectors they have avoided
Suspended trading on 4 July
GICS has reclassified real estate as standalone sector
Eight years since the crisis and following what promises to be a fraught EU referendum, it is appropriate to have a property portfolio with similar risk characteristics to that of a bond portfolio? Steven Grahame, manager of the North Row Capital Liquid...
From 8.7% to 6.6%
Chancellor fires warning shots over Brexit
Yield-hungry investors have been flocking to specialist property trusts this year, against a backdrop of falling demand for more generalist property funds.
Gubriy appointed head of global REIT funds
Joins from BNY Mellon subsidiary
Runs real assets fund
Sector boomed after Autumn Statement announcement
I am in Sydney for a conference and as I write, all I can hear is the sound of drills and building site construction along the harbour side.
Property funds have been key beneficiaries of investors' hunt for yield in recent years, with the IA Property sector in the top five most popular investment classifications for the past two years. A record £3.8bn of flows was taken in 2014, backed up...
Matthews Asia's chief investment officer, Robert Horrocks, discusses the best opportunities for investors seeking growth and income in the region today.
To take effect on 19 February
Taken over by new team in 2014
Listed on LSE and Johannesburg Stock Exchange
Matthew Read, senior analyst at QuotedData, analyses how two different trusts invested in Japan are benefiting - or not - from the country's internationalisation and Shinzo Abe's three arrows reform agenda.
Firms rallied after Autumn Statement
Former co-head of Slater Walker
BMO hires DTZ's Lowe to take over
Wall Street is not Main Street. In Wall Street's eyes, America is the S&P 500, but from Main Street, America looks very different, especially in its relative exposure to events overseas.
GAM has acquired the $1.2bn real estate finance arm of London-based asset manager Renshaw Bay as it seeks to broaden its business.
As the alternative investment market reaches its 20th anniversary this week, managers highlight some of the most impressive company successes - as well as the major failures on the junior market - over the past two decades.