Clive Beagles, manager of the £1.3bn JO Hambro Capital Management UK Equity Income fund, is continuing to back UK domestic names, throwing his weight behind unpopular "market laggards" Tesco and Halfords.
The bull run in UK mid caps could be coming to an end, with multi-managers starting to sell down top-performing funds in the sector and growth fears threatening consumer facing names.
Investment trust providers are coming under pressure to reduce annual management charges after being undercut in certain sectors of the market by OEICs and unit trusts.
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.
Martin Currie has hired sales manager Phil Raby to spearhead the firm's intermediary business in the North of England, the Midlands and South West.
Morningstar OBSR investment research analyst Richard Whitehall looks at which UK All Companies funds have managed to overcome the recent turbulent market conditions.
JO Hambro Capital Management (JOHCM) is to launch a Global Opportunities fund for Ben Leyland, manager on the top-performing UK Opportunities fund, by the end of Q2.
Leading investors cast doubt on much-vaunted re-rating of lacklustre gold mining shares.