Standard Life Investments' Global Equity Income fund manager Kevin Troup tells Laura Dew why his Hong Kong listed holdings are slow-burners and explains his decision to buy a Nokia bond, rather than its equity.
'Wealth managers have a lot to learn from supermarkets'
Super low interest rates distort industry values
'Managers’ active share is key to fund selection'
'No investment case for oil majors'
Holding on to ‘turbulent’ financials has paid off
'We have to do things that will get us noticed'
City Financial's Gill Hutchison and Peter Toogood discuss the commodification of fund management and its implications for the industry, and outline their fund selection process.
‘No-names’ like we were might struggle today
How MyFolio has coped with market volatility