Bertrand Cliquet, fund manager of the Lazard Global Listed Infrastructure Equity fund, explains why infrastructure asset prices in North America are materially overvalued.
James Calder, research director at City Asset Management, has revealed the top five niche investments he holds in his portfolios.
Fund buyers have cautioned on investing in the UK's buoyant property market, amid fears the sector may be overheating.
Sheldon MacDonald, senior investment manager at Architas, favours real estate investment trusts (REITs) for property exposure and has named the four trusts he is backing in his portfolios.
The managers of Standard Life Investment's giant £18bn Global Absolute Return Strategies fund have put in place four key trades ahead of an expected uptick in volatility in September, which they expect to benefit investors into 2014.
Franklin Templeton has hired former Insight and Armstrong manager Toby Hayes to manage a new multi-asset range, Investment Week can reveal.
Artemis' de Tusch-Lec tells Dan Jones how he swapped high quality names for value stocks to send his £260m fund into the top quartile over three years.