Charles MacKinnon, chief investment officer at Thurleigh Investment Managers, has named five funds he is backing as he looks to boost exposure to equities in his portfolios.
As advisers digest last week's revelation that top UK fund manager Richard Buxton is to exit Schroders after more than a decade at the group, attention is now turning to where to invest next.
Giles Hargreave has been boosting his stakes in online gaming companies, to capitalise on a relaxation of legal restrictions on internet gambling in the United States.
Marlborough's top-performing fund manager Giles Hargreave has admitted it will be difficult for UK small-cap equities to replicate their 2012 performance this year.
Marlborough Fund Managers has brought its two emerging market equity vehicles in-house as it capitalises on its recently-strengthened equities team.
Former Baillie Gifford European small-cap manager David Walton has joined Hargreave Hale to assist Giles Hargreave across his Marlborough small-cap unit trusts and the firm's VCT products.