Technology
Investment
Mark Hawtin, the manager of the Gam Star Absolute Europe fund, is taking a 24% position in technology as he begins to view the sector positively for the first time in 10 years.
28 May 2010
•
Investment
Janus Capital Management's Global Research Growth strategy celebrated its fifth birthday last week by beating its benchmark using an analyst-driven approach.
10 May 2010
•
Specialist
GLG Partners' Ben Funnell has boosted tech exposure on the GLG Performance fund in the view the next expenditure cycle in IT is overdue.
03 May 2010
•
Investment Trusts
Allianz RCM's Walter Price is building positions in the service and cloud computing sector, in the view new companies in the sector have a competitive advantage.
03 May 2010
•
Investment Trusts
Numis Securities expects the number of investment trusts to shrink this year as disgruntled investors and hedge funds force smaller vehicles to close.
12 April 2010
•
Bonds
Old Mutual's Stewart Cowley has increased exposure to corporate bonds from 15% to 25% this year in his Global Strategic Bond fund, focusing mainly on the lower end of investment grade.
06 April 2010
•
