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
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
Financial services regulation continues to be reviewed following the crisis
New Foreign & Colonial IT manager Paul Niven aims to boost exposure to emerging markets and cut holdings in underlying funds, writes Beth Brearley
2015 looks set for a shake-up in platform use, adviser market polarisation and a good year for passives
The investment landscape remains delicate and challenging - a look at why fixed income needs to be flexible, Asia and Japan will prove strong.
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?
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 ...
Investors are regaining their nerve after a weaker economic outlook and geopolitical worries caused a shakeout in shares and a rush to safe havens
The care home sector exhibits low correlation to other assets, low volatility and sustainable income
Square Mile Research
Choosing a fund with a seasoned active manager is the best route into property for most retail investors
Since taking over Fidelity’s Special Situations Fund, Alex Wright has demonstrated a keen nose for opportunities that others have missed
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.
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
”We are now five years-plus post-Lehman and a lot of people are already forgetting the lessons”