Analysis

F&C Global Climate Opportunities co-manager Terry Coles cities the fund's holistic approach to investing in companies addressing the reality of climate change

Richard Moore's swift and timely move out of financial and consumer stocks has enabled the Santander UK Growth fund to outperform the sector average

The aim of the fund is to achieve a relatively high level of income from a portfolio primarily inves...

In a tough year for small caps, with average fund down 35%, best performers have steered clear of value trap companies and consumer discretionaries

Inflation risks and overvalued stocks are main factors behind bearishness on India despite some managers spotting the region's potential

Continental European Focus manager believes Europe has been a bear market for the past year in macro terms and suspects the beginning of a recession

KPMG research reveals UK managers' reduction of exposure to complex financial instruments has steered their funds clear of credit crunch fallout

James Buckley generates top-decile returns on Baring European Growth Trust during his three-year tenure playing the materials theme

CF Ruffer, Neptune and Newton managers concur that light weighting in financials and UK property has cushioned their portfolios from the crisis

Hendersons' MM suggests macro analysis will grow in importance in tougher conditions