JOHCM

Investment Week celebrated the 20th anniversary of its flagship Fund Manager of the Year Awards at a glittering ceremony at the Royal Albert Hall last night.

Bank shares were clear winners in the days following the Conservatives' shock election win, and fund managers predict they have further to run. Investment Week lists funds positioned for a further rally in bank shares.

Clive Beagles has increased the small cap weighting to the highest ever level in the history of his JOHCM UK Equity Income as he identifies 'extraordinary value' in the space.

Significant restructuring in the economy needs to be seen, as society ages and the government faces the political realities of rebalancing growth across society, according to Samir Mehta, manager of the JOHCM Asia ex Japan fund

Even if Greece finally leaves the single currency, the financial shock will be both manageable and short-lived as European equities have already started their QE powered rebound, says Paul Wild, manager of the JOHCM Continental European fund

T Rowe Price's Luis Faňanas has joined J.O. Hambro Capital Management ahead of the launch of a new European Concentrated Value fund later this month.

The possibility of two separate general elections in the UK this year is causing concern for fund managers, who say it could lead to prolonged turmoil for equities and sterling in 2015.

How significant is Ukraine ceasefire for Russia?

JO Hambro Capital Management's Clive Beagles has blamed an underweight in defensive stocks for the underperformance of the £2.7bn UK Equity Income fund last year but said he refuses to invest in "bond lookalikes".

THE BIG QUESTION