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.
Pieter Busscher, portfolio manager of the RobecoSAM Smart Materials fund, looks at the manufacturing and technological innovations - from robots to 3D printers - which will continue to push production ahead, despite the significant decline of raw materials...
How the Gross effect and specialist funds can help Janus in the UK
UK equity managers Simon Brazier and Clive Beagles have turned more positive on Vodafone, snapping up shares in the company three years after they both cautioned about the telecom's prospects.
The fund groups with the best Twitter strategies
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.
Advisory firm Saunderson House is planning to launch a discretionary service later this year in a bid to broaden its investment offering.
Suitability is back at the top of the regulator's agenda this year, but many wealth managers are still behind the curve, according to Wealth Dynamix CEO Gary Linieres