How energy giants are getting on board with green plans
Uncertainty around restoration of Saudi production levels
Assets now down to £3.5bn following Brexit concerns
European companies 'better engaged in transition' than North American ones
Turned over 40% of fund
Slight recovery in investor confidence
I cannot count the times I have burnt my fingers investing in oil stocks in the last ten years. Ever since oil started its decline from $150/bbl to less than $30/bbl and back to $75/bbl, there have been multiple tactical rallies that disappeared as fast...
One of the reasons income investing has done so well in the long run is that it is a form of value investing.
Bias towards income payers
Focus shifting towards sustainability
Cyclical UK market
What was behind the market bouncing back?
Political uncertainty an issue
Simon Brazier, manager of the £2bn Investec UK Alpha fund, talks to Natalie Kenway about Brexit expectations, poor sentiment towards UK equities and his key holdings at the start of 2018.
Took over from Koch in October
Few companies offering 'margin of safety'
Look for companies exploiting new technologies
Large-cap bias boosted year-to-date performance
Hands fund to Rohan Murphy
"Pretty gloomy" sector outlook
Focus on high-quality companies
As more groups move to include ESG factors within their fund strategies, Baillie Gifford's director of corporate governance Marianne Harper Gow argues analysis in this area is too 'simplistic' and many processes are undermining the research effort
Shareholders voted at latest AGM