Experts' experiences and lessons learned
Investors want short duration
CEO favours 'small is beautiful' business model
As flows into traditional property investments have accelerated this year, fund buyers have been looking outside traditional assets to more esoteric investment options.
Large-cap funds in the UK Equity Income sector have increased the concentration of their top ten holdings even as the UK's largest stocks begin to struggle, data compiled for Investment Week has revealed.
Fund selectors have begun to move away from ‘dogmatic' equity funds that favour either growth or value investment approaches to focus on more balanced equivalents.
Many popular absolute return funds targeting low volatility are in danger of registering annual losses. What can managers do to turn around performance?
Michael Paul, investment manager at City Asset Management, is joining Brewin Dolphin's research team.
The cheapest UK equity income funds in the market are delivering much better long-term returns than some of their more expensive rivals, data compiled for Investment Week reveals
City Asset Management has expanded its investment management team with two new hires.
James Calder, research director at City Asset Management, has revealed the top five niche investments he holds in his portfolios.
Fund buyers have cautioned on investing in the UK's buoyant property market, amid fears the sector may be overheating.
Multi-asset managers have revealed their strategies as tensions mount in Syria and policy issues resurface in the US.
Some mid-cap managers are allocating nearly 40% of their funds to stocks outside the FTSE 250, leading to a dip in performance as the index rallied over the last six months.
The continued weakness of sterling against the US dollar has prompted fund buyers to move out of sterling-hedged share classes and into unhedged or dollar-denominated positions.
City Asset Management's Tracy Coghill asks how far the financial services industry has got to grips with RDR now the deadline has passed, and tackles the issue of restricted versus independent advice.
Concentration risk in the UK equity income sector is a well-versed issue, but how can wealth managers find a way around the problem? Katie Holliday reports.
Despite negative press, structured products still form part of many wealth manager portfolios. Joanna Faith looks into their appeal.