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Cover story


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


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


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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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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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


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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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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Fund Strategy - December 2014

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

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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: 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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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


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


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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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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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


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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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


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


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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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: 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


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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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


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