Simon Brazier, manager of the £2bn Investec UK Alpha fund, talks to Natalie Kenway about Brexit expectations, poor sentiment towards UK equities and his key holdings at the start of 2018.
Investors paying as much as 80% more than OCF
Analysis of bond market movements
Investec and Incisive support Pedal the Pond initiative to raise young people's mental health awareness
Four young men crossing the Atlantic in a pedalo
Corporate bonds looking attractive
Fund manager and senior people moves
Over the years we have found the vast majority of our investment opportunities by focusing on stocks that have significantly underperformed.
Those adapting to disruptive environment
Fund managers John Stopford and Jason Borbora explain the dangers of using ‘simple’ correlation figures to determine investment suitability
Mundy's Moment: Preparing for a world where low risk becomes high risk and high risk morphs to low risk
Are concerns 'overcooked'?
Added to income-focused hedge funds
Now run by Michael Hayward
Advice for younger fund managers
Joins Quality Team
Bought for €1 by Santander
Future remains 'pretty bleak'
Joining London team
The casual observer of recent dividend trends in the UK may be forgiven for believing the income outlook has improved dramatically.
I was recently chatting to a chap who runs a shop on our local High Street.
The path to success can be 'messy'
'Everybody hates it'
Investec AM's UK managing director David Aird speaks to editor Katrina Lloyd about how active managers can prove their worth and tackle the industry-wide problem of closet trackers.
Jupiter vice-chairman Edward Bonham Carter is kick starting the asset management industry's CASCAID charity campaign to raise over £1m for Cancer Reseach UK with a sponsored skydive, while on holiday in New Zealand this week.