News Analysis

Niall Gallagher, the manager of the GAM Star Continental European Equity fund, has been buying businesses exposed to the recovery in the European periphery as he seeks to maintain his fund's impressive track record.

With the banking sector reporting mixed first quarter results, which groups are still worth holding on to?

The pace of the economic recovery in the UK has taken economists by surprise in the last year, prompting a number of upwards revisions for GDP growth.

Standard Life Investments' Daniel McKernan has been buying in to bank debt in his £585m Corporate Bond fund as moves by regulators to shore up balance sheets seem set to boost prices.

M&G Global Basics' new lead manager Randeep Somel has revealed some of the key holdings he has introduced since taking over from Graham French in November.

RenAsset's Plamen Monovski has argued an equally weighted fund is the most effective way to invest in emerging markets, but said the concept has yet to gain much recognition.

Investors have "never lost money" by choosing smaller companies over larger ones, according to Allianz Global Investors' Andrew Neville.

Although water shortages are most prominent in emerging markets, the manager of the Pictet Water fund has identified abundant investment opportunities in developed countries due to limited infrastructure.

Multi-managers are continuing to turn to commercial property as they seek to combine capital growth with new income streams.

Neptune's Rob Burnett has been adding to peripheral European banks in anticipation of a share price bounce after this year's round of stress tests are completed.