Chris Rice has moved his Cazenove European fund to an overweight in media, technology and business services ahead of an expected surge in capital expenditure that will benefit the sectors.
The Securities and Exchange Commission (SEC)'s charges against Goldman Sachs lend impetus to the call for tighter banking regulation, says Cazenove's Paul Harvey.
Cazenove's Tim Russell is running a broadly market-neutral approach in his UK Absolute Target fund as equities display heightened volatility.
Cazenove European manager tells Asset.tv's Mark Colegate why year ahead is more likely to resemble 2008 than booming 2009
After 40 years in the financial industry, Rathbones chief executive may take on non-executive roles and retains same desire to continue to face the markets
Skandia's UK Strategic Best Ideas fund has reached an all-time-high net market exposure following the removal of two mandates last month.
Investing in the equity income sector offers a compelling way for investors to participate in the emerging trends of positive corporate cashflow and improving earnings momentum, says Karen Robertson of Standard Life Investments.
Do hedge fund managers really have the relevant skills to successfully manage regulated, Ucits III products?