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Cover story

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Emerging from a slump: Who are the potential emerging market winners?

9 April 2015 11:29 am | By Rodrigo Amaral

A slump in emerging market returns has left a divided sector, but who are the potential winners?

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News Analysis

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Will Budget changes harm VCTs and EISs?

2 April 2015 10:30 am | By Laura Suter

The Chancellor tinkered with VCTs and EISs in the latest Budget, but will investors notice?

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The Polemic

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Daniel Ben-Ami: Let’s boldly go

13 April 2015 8:58 am | By Daniel Ben-Ami

Critics of free market economics often cite Spock as the epitome of ‘rational economic man’. The implication is conventional economics makes the erroneous assumption that people always behave rationally.

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Regulation

The unlevel playing field of IMD II

March 2015 - Fund Strategy | By Florian van Megen

A robust single market should have common rules for all financial products.

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Trends

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Current volatility plays well into convertible bonds

8 April 2015 9:15 am | By Davide Basile

Diverging central bank views will lead to volatility in the markets, meaning investors should ramp up covertible bond allocations.

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Investment Trusts

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Communication 'key' in investment company share buy-backs

14 April 2015 11:12 am | By Ian Sayers

Commnication is key when it comes to using share buy-backs to manage discounts in investment companies.

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Platforms

Annalise Toberman (New) 700

The Platforum: How ‘open’ are open architecture platforms really?

21 April 2015 | By Annalise Toberman

Platforms across Europe are concentrated on a few asset managers, but why?

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Scam

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Scam

Fund Strategy - December 2014

Time to say goodbye … the chairman decides enough is enough.

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Multi-manager

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Multi manager profile: Easing allocations

2 April 2015 12:22 pm | By Philip Scott

Aviva Investors multi-asset fund co-manager Nick Samouilhan weighs the merits of QE across the globe.

Aberdeen Graham Duce

Aberdeen's Graham Duce: My Three Big Calls

18 June 2014 3:16 pm

The investment landscape remains delicate and challenging - a look at why fixed income needs to be flexible, Asia and Japan will prove strong.

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Stateside

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Stateside: GM crops suffer from bad PR

27 April 2015 9:06 am

Genetically modified food goes against people’s romantic notions of how food should be produced

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Roundtable

M&A is set to increase in 2015 says RGP's Simon Collins

Fund Strategy - December 2014 | By Simon Collins

If the intelligence gained from a number of recent conferences I have been at are anything to go by then we look set for an active period of M&A. There seems to be genuine interest from institutions, asset and fund management groups securing further funds from ...

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Sector focus

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Disparity between global emerging markets funds grows

10 April 2015 9:06 am | By Brian Tora

The longer term attractions of global emerging markets remain, but the premium ratings they attracted before the financial crisis are harder to justify.

FE Research

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Don't write off emerging markets just yet

20 April 2015 9:44 am | By Patrick Enright

The sector is being dragged down by temporary headwinds.

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VCTs

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2014/15 to offer slimmer pickings in VCTs

February 2015 - Fund Strategy | By Ben Yearsley

This year’s VCT market offers attractive opportunities in a smaller market than the 2013-14 vintage.

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ETFs

Edward Lam

Buyer beware on emerging market dividend ETFs

13 April 2015 11:08 am | By Edward Lam

EM dividend strategies have become too popular and too complex.

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Structured Products

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FCA research on structured deposits not representative

8 April 2015 11:35 am | By Ian Lowes

Research published by the FCA on structured deposits did not represent the market, says StructuredProductsReview.com.

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Alternatives

Glen Stewart

Can solar stay the course?

23 April 2015 10:00 am | By Glen Stewart

Whichever party gains power in the election must ensure solar power is given a level playing field

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Square Mile Research

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Square Mile: The emerging picture

22 April 2015 3:00 pm

The volatility of the emerging markets means the region holds most appeal for long-term investors.

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FS Leader

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Change is afoot...

4 March 2015 8:00 am

Focusing on the theme of change - and introducing the new Fund Strategy editor…

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Manager profile

Ben Peters and Hugh Yarrow

Fund manager profile: Ben Peters and Hugh Yarrow at Evenlode

15 April 2015 12:26 pm | By Cherry Reynard

They run just one fund but the one-time childhood pals behind Evenlode are being compared to investment legends.

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Focus

Martin Davis MM blog

Why Kames Capital is actively seeking to be 'middle ground'

February 2015 - Fund Strategy | By Beth Brearley

Kames Capital is no boutique – too big and no follower  of fashion – but is happy not to be among the giants, claiming it could not deliver as good a service if it were  larger. Now it just needs to become better known.

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Collinson

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Collinson: Shunning the index

20 April 2015 3:00 pm | By Patrick Collinson

A near complete disrepect for benchmarks has meant strong asset growth and returns over 10 years for Troy’s Trojan Income fund.

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FS Investment Committee

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Investment committee: What impact will the general election have on UK markets?

7 April 2015 10:54 am | By Laura Suter

With an election looming, bringing with it uncertainty to the markets, what is the outlook for the UK? We gather our investment committee to debate the issue.

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Diary

Walker

A week in the life of Lucy Walker

Fund Strategy - December 2014 | By Lucy Walker

Lucy Walker is a fund of funds manager at Sarasin & Partners. Her diary runs from 6-10 October.

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Big Interview

RLAM CEO Andrew Carter

Group profile: Royal engineer

4 March 2015 0:00 am | By Beth Brearley

Royal London Asset Management has gone from being an ‘inward-looking’ group to taking its place as one of the top 10 unit trust sellers and chief executive Andrew Carter has been instrumental in that transformation 

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Fund Data



Poll

Is the uncertainty around the UK election making you back away from the UK markets?