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Cover story

Xmas

Is the party over for property?

Fund Strategy - December 2014 | By Philip Scott

Commercial real estate deals are at a six-year high and the economic outlook appears to bode well for the asset class. But some experts say that property is not as popular as it seems and that as rental growth becomes the dominant driver it will revert to being a dull diversification pick, writes Philip Scott

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News Analysis

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Is now the time to follow that star?

Fund Strategy - December 2014 | By Gary Jackson

With investor appetite recovering, more managers may be tempted to follow the example of Neil Woodford and others who left big firms and have this year launched their own funds. The consensus view is that if they are already seen as ‘stars’ they almost certainly will

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The Polemic

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The myth of spending cuts

Fund Strategy - December 2014 | By Daniel Ben-Ami

Muddled thinking over public spending will increase as the election looms but, despite all the rhetoric, no UK government stands out as more profligate

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Regulation

Why "cut and paste" banking regulation won't work for the funds industry

Fund Strategy - December 2014 | By Angus Canvin

Financial services regulation continues to be reviewed following the crisis

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Trends

After a resilient 2014, T. Rowe Price cautions investors to temper expectations for 2015

Fund Strategy - December 2014 | By T. Rowe Price

T. Rowe Price managers give their views on what’s in store for 2015

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Investment Trusts

Emerging market exposure set to surpass UK in Foreign & Colonial IT

Fund Strategy - December 2014 | By Beth Brearley

New Foreign & Colonial IT manager Paul Niven aims to boost exposure to emerging markets and cut holdings in underlying funds, writes Beth Brearley

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Platforms

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2015 to be the year for a major shake-up in the use of fund platforms

Fund Strategy - December 2014 | By Annalise Toberman

2015 looks set for a shake-up in platform use, adviser market polarisation and a good year for passives

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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

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.

askew

The multi manager verdict on the prospects for 2015

Fund Strategy - December 2014

As we leave 2014 behind, we ask the multi-manager experts which sectors and geographies they anticipate will potentially deliver the best returns in 2015 - and what are their biggest concerns for the next 12 months?

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Stateside

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Stateside: My kingdom for a house

Fund Strategy - December 2014 | By Vanessa Drucker

The US has acted ‘like Richard III’ in its treatment of government-sponsored entities and led to rebellion

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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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Gilts get the edge on faltering bulls

Fund Strategy - December 2014 | By Brian Tora

Investors are regaining their nerve after a weaker economic outlook and geopolitical worries caused a shakeout in shares and a rush to safe havens

FE Research

Charles Younes 700

Behind the numbers: 2014; a year of surprises

Fund Strategy - December 2014 | By Charles Younes

As 2013 receded, few would have expected a stellar performance this year from the IMA UK Index-linked sector or that active managers would find outperformance so elusive

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VCTs

VCTs: The good, the bad and the ugly

Fund Strategy - December 2014 | By Ben Yearsley

2014 has been a positive year for VCTs and a move to bring down charges would make 2015 better

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ETFs

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ETFs: The “Through Train” has left the station

Fund Strategy - December 2014 | By Adam Lewis

The Through Train has opened the doors to investors by relaxing the rules on buying Chinese shares

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Structured Products

The complexity argument on structured products

Fund Strategy - December 2014 | By Ian Lowes

Structured products may be complicated but charting their potential should be a simple process

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Alternatives

Oliver Harris 700

Why investors hunting for income should consider the care home sector

Fund Strategy - December 2014 | By Oliver Harris

The care home sector exhibits low correlation to other assets, low volatility and sustainable income

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Square Mile Research

yields

Tried and tested is the best approach for property

Fund Strategy - December 2014 | By Victoria Hasler

Choosing a fund with a seasoned active manager is the best route into property for most retail investors

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FS Leader

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Should investors follow the stars?

Fund Strategy - December 2014 | By Adam Lewis

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Manager profile

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The Wright man? Fidelity Special Sits manager nears 12 months at the helm

Fund Strategy - December 2014 | By Beth Brearley

Since taking over Fidelity’s Special Situations Fund, Alex Wright has demonstrated a keen nose for opportunities that others have missed

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Focus

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Mike Webb's three step plan to turn around Rathbones

Fund Strategy - December 2014 | By Adam Lewis

Mike Webb joined Rathbones Unit Trust Management when it was suffering a tough period but thanks to a three-step programme of stabilising the business and outflows and staff sharing in the success story, the firm’s fortunes have shifted.

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Collinson

Why RLAM swapped European income for growth

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

With his Royal London European Opportunities fund in the top 10 performers out of 102 funds in its sector, Neil Wilkinson remains confident about the prospects for stocks, if not necessarily for the economies, in the much derided eurozone

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FS Investment Committee

Look back in wonder

Fund Strategy - December 2014

Our experts seem agreed on two things about 2014: the year did not pan out as expected, and geopolitics played a crucial part

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Diary

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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

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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”

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Fund Data



Poll

Which will be the best performing equity region in 2015?