UK

Cazenove Capital's CIO Richard Jeffrey looks across the major developed economies to give his outlook for growth in 2015.

As flows into traditional property investments have accelerated this year, fund buyers have been looking outside traditional assets to more esoteric investment options.

Where did the smart money go in October?

Threadneedle's Chris Kinder (left), manager of the group's flagship UK fund, has reduced the portfolio's mining exposure after taking over from former manager Simon Brazier in September.

Passives – an easy investment choice?

AXA's Nigel Thomas has increased his interest in Shell, despite many oil names being rocked by a 30% fall in spot prices this year.

With 61% of UK dividends paid from just 15 companies, Talib Sheikh, manager of the JPM Multi-Asset Income fund, explains why investors should look to REITs and credit for global diversification.

Multi-asset managers are reducing their UK equity positions on fears next May's general election could hit sterling and weigh on valuations.

Mario Mantrisi, chief strategy and research officer at data management group KNEIP, explains how MiFID II could eventually price advisers out of the market, while investors could end up paying more for managers with sophisticated research capabilities....

Why partnerships are key to GSAM’s ambitions