large cap
F&C's Lees believes UK large caps will not be hurt by Spending Review
F&C's head of UK equities Peter Lees is urging investors not to sell their UK holdings if this week's Government Spending Review is more negative than expected, as he says UK stocks are "not a UK story".
Janus brings 40-year-old US equity strategy to Europe
Janus Capital has launched a US large-cap growth fund based on a mandate which has been in existence for American investors for 40 years.
Stewart positions for high volatility and low growth
Newton Real Return manager Iain Stewart talks to Asset TV's Mark Colegate about large caps and hedges to protect the portfolio
Husselbee: US GDP figures could spark equity dip
Multi-asset manager John Husselbee warns disappointing GDP figures from the US could trigger a dip in equity markets and says he will once again be turning to hedging techniques to protect his portfolios.
Concentrated yet diversified: An approach to global equity investing
As we move further away from the financial meltdown in the autumn of 2008, investors are once again focused on investment returns, leading to the consideration of higher alpha approaches to global equity investing.
Ignis' Brown on UK income
Firms with overseas earnings exposure are key in uncertain UK.
Wirtz eyes US capital market rally after mid-term elections
Fifth Third Asset Management president and CIO Keith Wirtz believes the US capital markets will enjoy a late rally following the mid-term elections in November.
Legg Mason's Gay expects US large caps to lead way in developed world equities growth
Legg Mason's Mary Chris Gay believes US large caps will be the best performers this year after being undervalued by sceptical markets.
Positive vs negative screening
The different criteria and methods used in determining suitability of investments have evolved over time and vary significantly across SRI products
Shiozumi expects yen to strengthen
Legg Mason Equity Japan manager expects trend favouring domestic-oriented small-cap growth to continue
The road less travelled
There has been a recent resurgence in demand for closed-ended funds such as investment trusts as they are ideally structured for investment away from the mainstream
Grow with the flow
In a post-RDR investment world, exposure to index funds looks likely to expand, increasing competition in this space
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