Keith Ashworth-Lord, manager of the UK Buffettology fund, talks to editor Katrina Lloyd about his Business Perspective Investing approach, the importance of managers having 'skin in the game', and why he is not concerned about the Brexit vote.
Improved sentiment to the region
Reflects UK open-ended funds trend
Research analyst names favourite holdings
Five years of downgrades
Heightened sensitivity to economic events post-Lehman Brothers' collapse is leading to increased volatility in markets, especially with regards to the shares of financial institutions, according to Gurnek Bains, chairman of multinational corporate psychology...
Global equity long/short vehicle
Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.
Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors