In the second of a two-part series, fund managers reveal how global central bank decisions are impacting investors and their strategies.
Recognise boutiques and passive investing
Michael Arends – The Boston Company Asset Management, a BNY Mellon company
George Saffaye – The Boston Company Asset Management, a BNY Mellon company
Fund capped at £30m to ensure micro-cap exposure
Delegates at Investment Week's Channel Islands Summit last month heard from a number of fund managers discussing their current portfolio positioning.
Rhys Davies, fixed interest deputy fund manager at Invesco Perpetual and manager of the City Merchants High Yield investment trust, explores what the recent rise in yields in the high yield market means for investors.
Recovery from summer sell-off
Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.