Schroders'Simon Webber is planning to increase exposure to renewable stocks believing prices are about to reach rock bottom.
Investec's Alastair Mundy has won Morningstar's inaugural qualitative award category: the Morningstar UK Equity Fund Manager of the Year award.
While the rise of global equity markets over the past year has been extraordinary, it is good to put it into context.
The Japanese market has been a laggard in the broad equity market recovery that began in March last year.
Schroders plans to launch a new high conviction global equity fund, Schroder Global Alpha Plus, in May.
Although our investment decisions are based solely on stock-specific valuations rather than any top-down view, it is hard to ignore the signs the global economy is improving.
The Government could take until 2015 to offload the bulk of its stakes in the UK's partly nationalised banks, longer than many fund managers were expecting.
US equities got off to a strong start in January, boosted by better-than-expected ISM manufacturing data, the US unemployment rate and corporate earnings results.
With deference to Bill Gross, the ‘must-avoids' are, surely, the easy bit. It's my ‘must-haves' that are in short supply.
"One of the greatest disservices you can do a man is to lend him money that he can't pay back."