Quantifying pessimism and complacency
50-80 stock portfolio
Colin Morton, manager of the Franklin UK Equity Income Fund on how he approaches equity valuations and why he remains unconcerned about inflation.
In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Shane Balkham of Beaufort Investment Management.
Yves Choueifaty, president and CIO of TOBAM, talks to Lawrence Gosling about meeting clients' needs for diversified portfolios.
Filling a gap in 'middle tier' of asset managers.
In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Haig Bathgate of TCAM.
Aiming to provide active management at passive prices
Investment Influencers is back from its summer break. In the latest in our series of interviews, Investment Week talks to Rory McPherson of Psigma Investment Management.
JOHCM's Lambden: We want to ensure performance fees remain credible in the eyes of the FCA and clients
'We are going to be an increasingly regulated industry'
Challenges for income investors
Focus on early-stage companies
What are the pros and cons of boutique firms?
Robotics have already revolutionised our manufacturing processes and they are now about to change our lifestyles as well, according to Johan Van der Biest, senior fund manager at Candriam Investors Group.
'You want to defend your shareholder, the people who believe in you'
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.
Three years since taking over funds
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
Matthew Tillett, manager of the Allianz UK Opportunities fund, reveals how he is managing Brexit concerns in his 'risk averse' UK equity fund.
IW podcast with City Hive's Shah: The drum we are banging to improve female representation in investment
Ahead of awards later this year
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...