Interview

'I have to prove I am credible in UK All Companies'

Ardevora and the psychology of investment

Lawrence Gosling talks to LGIM Asian Income trust manager Paul Hilsley about how his fund is positioned to benefit from the evolving dividend story in the region.

Why S&W is 'building not buying'

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