Returns "difficult to find"
Kepler Partners' analysis of more than 280 funds reveals why even the most concentrated of small- and micro-cap focused trusts have superior risk/return characteristics.
Prior roles at LGIM and SLI
Julie Dean, fund manager at Sanditon Asset Management, takes a closer look at the performance of the banking sector in 2016.
James Henderson and Laura Foll, managers of the Lowland investment company, have named Glencore, Rolls-Royce and Shell as attractive investment opportunities, despite short-term troubles at these firms.
Did not expect the RMB to hold up
Since the start of the year, the investor risk aversion needle, led by equity market indicators, has moved to heightened levels, says Hermes Investment Management's Geir Lode.
Market expectations benign, says Wharrier
Central banks may resort to 'helicopter drop' measures to stave off the threat of deflation, according to Investec's Alastair Mundy.
Fund groups should focus more attention on the need for active UK equity funds that are overweight large caps, according to Andrew Summers, head of fund research at Investec Wealth & Investment.
Lombard Odier's Swiss equities specialist Patrick Huber has joined Mirabaud Asset Management as the firm bolsters its large-cap desk.
'Investors in big oil stocks should be very nervous'
The sell-off in UK smaller companies has created a far more attractive hunting ground for income seekers than that offered by larger companies, according to Charles Montanaro.
When will the small cap M&A boom start?
BNY Mellon Fund Managers is changing the name and investment remit of the BNY Mellon American fund, managed by its US subsidiary the Boston Company Asset Management.
Academic research has found companies recognised as sector or market leaders represent "dismayingly unattractive" prospects for investors over the next decade.
BlackRock's chief equity strategist Bob Doll is retiring at the end of the month after 34 years in the industry.
SMALL, MID OR LARGE CAPS?
Allianz manager trims mainstream large-cap weighting to avoid following the herd
JO Hambro Capital Management's newest offering, Global Emerging Markets Opportunities fund, will have a large-cap bias and adopt the top-down approach the managers used in their in their previous roles at Barings.
Chris Murphy, manager of the Aviva Investors UK Equity Income fund, looks at how to turn the golden rules of income investing into a successful portfolio.
Schroders' head of US large-cap equities Jonathan Armitage is leaving the firm after almost two decades to return to Australia.
In the latest Conjecture debate, our panelists from Legg Mason, Threadneedle and Standard & Poor's discussed US Large Cap companies.
Large caps are offering once-in-a-decade opportunity on a valuation-and-yield basis, according to Mark Barnett, manager of the Invesco Perpetual Strategic Income fund.