pharmaceuticals

Concerns over sector M&A

Simon Gergel, manager of the Merchants trust, explains why he is shunning recently re-rated mid caps in favour of "disappointing" mega caps.

Investment Week asks managers for their view on 'Black Monday' and how they are protecting their portfolio amid ongoing market volatility

Toby Thompson, manager of the Brooks Macdonald Global Equity Income fund, analyses if equity investors are right to be concerned about the concentration of income from only a limited number of mega-cap companies

Lucy Macdonald, co-manager of the Brunner investment trust, says investors need balanced portfolio exposure and valuation discipline to take advantage of short-term opportunities.

From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.

The manager of the £1.9bn Newton UK Income fund is running close to his maximum overseas allocation in an effort to mitigate the risks to the fund from the upcoming UK election.

Fears of a squeeze on FTSE 100 dividend payouts has prompted UK equity income managers to change tack and look lower down the cap scale for opportunities.

Andy Ng, manager of the Tokio Marine Asian Equity fund, explains the sectors and themes best placed for growth in a rapidly evolving continent.

Healthcare will see ‘once-in-a-lifetime’ structural shift