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SRI

FORESTRY

Nick Mustoe, chief investment officer at Invesco Perpetual, says attention has now shifted from global tensions to optimism about the US economic recovery.

Tim Schuler, an investment strategist at Legg Mason affiliate Permal, asks what impact the dramatic events of the first quarter will have on global economic growth.

Infrastructure

Manager adopts three-pronged strategy including focus on contrarian bets in EM Europe

Artemis UK Growth fund manager has boosted performance with overseas earnings strategy but is beginning to look at UK-centric stocks

Charles Stanley investment manager Kate Spurling highlights strong companies meeting ‘basic human needs'

Fund bounces back through focus on companies that have benefitted from the recession

CURRENCIES