Candriam's Johan Van der Biest offers an outlook on the tech sector and why he believes it would not be 'illogical' to see a small correction soon. However, such a correction could prove ideal for the Candriam Equities L Robotics and Innovative Technology...
Legendary value investor Benjamin Graham has helped many fund managers' strategies to evolve, but his investment philosophies have resonated with Matthew Tillett, manager of the UK Opportunities fund at Allianz Global in particular.
The rise in computational power and advanced robots has created superior earnings growth for savvy investors. Johan Van der Biest, a manager at Candriam with twenty years' experience in technology equities, explains his stock-picking approach
Previously benefited from sterling boost
Retail investors pulled £1.bn from property funds in June 2016
If the FCA gets its way and there is some form of price war to create more competition, what shape would it take? What is a competitive price?
Matthew Tillett, manager of the Allianz UK Opportunity fund, portfolio intentionally does not conform to the norm. In a bid to provide a balanced portfolio and avoid losses, the portfolio has the highest allocations to those stocks where he sees the lowest...
The Manager of the Lazard UK Omega Fund, Alan Custis, explains how a concentrated portfolio of 25-35 positions can outperform through the market cycle.