Energy

Response to demand

Eoin Murray, head of the investment office at Hermes Investment Management, questions how much of the recent market rally is grounded in reality.

Headlines in January talked of the stockmarket suffering the worst start since the Great Depression and in mid-February a number of indices were down over 20% from their highs - into bear market territory.

Higher conviction approach

Will Landers, manager of the BlackRock Latin American investment trust, has increased his exposure to Brazilian large-cap stocks, including beleaguered state-controlled oil giant Petrobras, as he believes these companies will benefit when foreign flows...

Highest net short since taking over fund

As events such as the forthcoming EU referendum contribute to market uncertainty, managers tell Investment Week in this special two-part feature where they are finding the best uncorrelated assets that are helping their portfolios achieve 'true' diversification...

Winterflood's latest review

These are hazardous times for investors in the UK, particularly those seeking sustainable income, writes Saracen's Scott McKenzie.

Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.