• You are here:Home
  • Fund Strategy

Cover story


Triple strength: Assessing the impact of Abenomics a year on since launch

Fund Strategy - Apr 2014 | By Daniel Ben-Ami

Three arrows held together cannot be broken, according to a Japanese folk tale. That is the inspiration behind ‘Abenomics’, Shinzo Abe’s radical three-pronged reform policyfor the country’s economy. A year on from its launch, how well is the policy working? 

More Cover Stories

News Analysis


News analysis: Budget boost

Fund Strategy - Apr 2014 | By Michael Berry

Asset managers will move to centre stage when the chancellor’s pensions changes kick in

More News Analysis

The Polemic


Fundamental forces are driving the emerging market slowdown

Fund Strategy - Apr 2014 | By Daniel Ben-Ami

Growth in the emerging world as a whole is slowing down and some countries are suffering from substantial economic weaknesses

More The Polemic


Adrian Hood 700

How EU Libor regulation may limit the options for investment managers

Fund Strategy - Apr 2014 | By Adrian Hood

EU regulation on indices will limit the options for investment managers

More Regulation


Chris Taylor Neptune 700

Why investors should hedge their bets in Japan

Fund Strategy - Apr 2014 | By Chris Taylor

Japanese equity portfolios should be hedged for the next few years against the weakening yen

More Trends

Investment Trusts


New platform rules allow investment trusts to compete on merit says AIC's Sayers

Fund Strategy - Apr 2014 | By Ian Sayers

New rules on how platforms are paid for bring clarity to the issue of charging and will allow investment companies to compete on merit rather than payments 

More Investment Trusts


Annalise Toberman (New) 700

Platforms: In Europe the big banks rule, OK

Fund Strategy - Mar 2014 | By Annalise Toberman

Could the traditionally open UK fund market be heading towards European-style concentration?

More Platforms




Fund Strategy - Apr 2014

“Did you just slap me?” I asked the chairman of the implausibly sized investment company Second Coming Asset Management.

More Scam


Justin Onuekwusi

The MM verdict: Reassured by Super Mario

Fund Strategy - Apr 2014

This month we ask multi-managers what is their outlook for Europe, taking into account the progress made and the challenges the eurozone still faces?


How avoiding emerging debt and gold have been key to Hambidge's success

Fund Strategy - Apr 2014 | By Philip Scott

The recent success of David Hambidge’s multi-asset team at Premier is in large part due to bypassing the sectors that other investors have crowded into

More Multi-manager



Big pharma takes a roadtrip

Fund Strategy - Apr 2014 | By Vanessa Drucker

Ten top drug firms have agreed to pool resources and brains for a faster route to new drugs and profits

More Stateside


FS Roundtable April 2014

Roundtable: Companies are the key for Japan

Fund Strategy - Apr 2014

If Plan A fails, there is no Plan B, but our experts agree Japan’s high-quality firms can help Abe’s reforms to work

More Roundtable

Sector focus


Sector focus: Stick with Japan tried and trusted download

Fund Strategy - Apr 2014 | By Brian Tora

Japan is undeniably a vital and large market in the world economy but for investors it remains in many ways a frustrating enigma

FE Research


The bubble blowers have got it all wrong download

Fund Strategy - Apr 2014 | By Rob Gleeson

Not all who are ditching corporate bonds are doing it for the right reasons and it is wise  to keep a toe in the water as protection against unpredictable scenarios such as Ukraine

More FE Research


Ben Yearsley 700x450

How VCT charge figures don’t add up

Fund Strategy - Apr 2014 | By Ben Yearsley

I am a major supporter of VCTs but they need to change their thinking on fees and fundraising  

More VCTs



When is an ETF not an ETF?

Fund Strategy - Mar 2014 | By Emma Dunkley

Growth in the European ETF industry is being held back by too much private trade over the counter

Comments (1)

More ETFs

Structured Products


Could losses in the Blue Sky Protected Income Plan have been avoided by going direct?

Fund Strategy - Apr 2014 | By Ian Lowes

A bank-invested structured product launched in 2008 matured at a loss. Would direct investment have fared better?

More Structured Products


Luke Jackson 700

Taking a shine to silver

Fund Strategy - Apr 2014 | By Luke Jackson

Experts agree a silver shortage is upon us as its safe haven status and industrial uses gain appeal 

More Alternatives

FS Leader


Leader: Is it really different this time around?

Fund Strategy - Apr 2014 | By Adam Lewis

A quick flick through this month’s Fund Strategy reveals a fairly definitive theme: the prospects for the world’s third largest economy, which has been dogged by a series of false dawns, each seemingly different to the last.

More Leaders

Manager profile


Fund manager profile: Jacob de Tusch-Lec

Fund Strategy - Apr 2014 | By Gary Jackson

Hooked on investment at 13, the Artemis Global Income fund manager revels in the competitiveness of the ‘game’

More Manager Profiles

Big Interview

Gareth Lewis 700x450

Wealth manager interview: Gareth Lewis, Bestinvest

Fund Strategy - Apr 2014 | By Julie Minett

”We are now five years-plus post-Lehman and a lot of people are already forgetting the lessons”

More Big Interviews



How defying conventional wisdom has paid off for Artemis' Peter Saacke

Fund Strategy - Apr 2014 | By Patrick Collinson, Personal finance editor, The Guardian

Most managers have cut their holdings, gone in for the long-haul and are cautious over China and India. Not Peter Saacke at Artemis. He has expanded his Global Growth fund, sells half of his companies within six months and likes to root for the underdog

More Collinson

FS Investment Committee


Investment committee: Japanese sunrise

Fund Strategy - Apr 2014

Will Shinzo Abe’s reforms fulfil Japan’s long-held hopes of revival? Our experts watch the trajectory of the ‘three arrows’

More Investment Committee


Stuart Mitchell 700

SW Mitchell Capital reaps the rewards of its focused stockpicking mantra

Fund Strategy - Apr 2014 | By Adam Lewis

Equity boutique SW Mitchell Capital’s high-conviction investment approach and outsourcing of its administration function enables staff to focus on what they do best – running money

More Focus


Tom Low

A week in the life of Tom Low

Fund Strategy - Apr 2014 | By Tom Low

Tom Low is an investment manager at Thesis Asset Management. His diary runs from 17-21 March

More Diaries

Fund Data


Does the UK recovery feel stronger now pay rises are above inflation?