Asset allocation: GAM’s Hepworth protects fund amid China uncertainty

5 October 2015 | By Valentina Romeo

Uncertainty surrounding China in the short-term will keep fund managers on the alert, says GAM fund manager Charles Hepworth.

Richard Hulf screenshot

Behind the headlines: Artemis' Richard Hulf on how low can oil prices go video

2 October 2015

FundStrategy editor Laura Suter talks to Artemis Global Energy manager Richard Hulf about the drop in oil prices.


How would the British and Chinese stockmarket tie-up really work?

30 September 2015 | By Valentina Romeo

The stockmarket link could replicate the existing Hong Kong-Shanghai Stock Connect programme.

Richard Marwood Axa IM

Asset allocation: Axa IM's Marwood defends Morningstar downgrade

25 September 2015 | By Laura Suter

Morningstar said the fund had an “inactive approach” and had delivered average performance recently.


Profile: City Financial’s Peter Toogood on paying for market bubbles

21 September 2015 | By Valentina Romeo

Toogood has played a pivotal role into making investment research what is today.

Toby Vaughan Santander

Asset allocation: Santander's Vaughan turns to absolute return funds

18 September 2015

The Atlas Portfolio 4 fund sits on the defensive end of the risk spectrum.

Toby Hayes

Asset allocation: Franklin’s Hayes goes on the defensive

11 September 2015 | By Laura Suter

The dollar’s strength is particularly key to all markets, and is the “critical driving force” behind many sectors. 

John Chatfield-Roberts Jupiter

Will Jupiter's Chatfeild-Roberts move benefit Merlin range?

8 September 2015 | By Valentina Romeo

The Merlin range has gone through “some difficult times” recently, including underperformance and team departures.

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Behind the Headlines: JPM's David Stubbs on how to read China market falls video

26 August 2015

The recent troubles in China should each be taken as three seperate issues.

Scott Jamieson Kames

Asset allocation: Kames' Jamieson bullish despite market uncertainties

21 August 2015 | By Philip Scott

The future is looking very bright, says Kames head of multi-asset investing Scott Jamieson.


Have UK markets reached their peak?

20 August 2015 | By Philip Scott

The environment of ultra-low interest rates and quantitative easing has helped global equities soar since markets bottomed out in March 2009.

Andy Haldane

Are shareholders too greedy with dividend-paying stocks?

7 August 2015 | By Laura Suter

A generation ago dividends accounted for around 10 per cent of profits, while today that figure is nearer 70 per cent.

Plackett Richard BlackRock

Stick or twist: When to follow a star fund manager

4 August 2015 | By Chris Mayo

We should remember departures of this kind are simply a fact of life, leaving a flurry of uncertainty and apprehension in their wake.

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Has Osborne done enough to shore up the shaky housing market?

31 July 2015 | By Mark Sands

The Chancellor said his recent policies are of a Government “unwavering” in its support of home ownership.

Water, sinking, ball chain

Sinking feeling: Winners and losers from Osborne’s pensions revolution

30 July 2015 | By Sam Brodbeck

A year-and-a-half from the Chancellor’s bombshell Budget who are the winners and losers and what has been the impact on customers and advisers.

Romer Lee Richard Square Mile

Profile: Richard Romer-Lee on building trust and putting customers first

24 July 2015 | By Amanda Newman Smith

Romer-Lee talks about learning lessons from setting up OBSR and the future of Square Mile.


All eyes on US and UK as rate rise edges closer

24 July 2015 | By Valentina Romeo

Which country is actually ready to start increasing interest rates first?


Will Plackett’s exit from BlackRock mean big changes for fund?

22 July 2015 | By Valentina Romeo

Luke Chappell, who is replacing Richard Plackett, has traditionally invested in large caps, which could lead to a change in direction.

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Bond volatility spurs Monier to raise Lombard cash exposure

21 July 2015 | By Valentina Romeo

Lombard Odier chief investment officer for Europe Stéphane Monier has added a stronger cash exposure to decrease risk.


Who will be hit hardest by dividend tax overhaul?

21 July 2015 | By Valentina Romeo

Chancellor George Osborne unveiled the surprise overhaul in the first Conservative Budget for almost two decades earlier this month.


What does the future hold for the oil market?

19 June 2015 | By Valentina Romeo

Is there a risk of a further oil price drop because of oversupply? And is the current low oil price sustainable or temporary?

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Asset allocation: Cornelian's Kilpatrick derisks portfolio from equities

18 June 2015 | By Valentina Romeo

Despite reducing exposure to the UK and Japan, Cornelian Asset Management chief investment officer Hector Kilpatrick still favours the markets. 


Are last-time buyers the answer to the housing crisis?

15 June 2015 | By Mark Sands

Legal & General published research saying the last-time buyers market is critical to solving the UK’s housing problems. 

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News analysis: Can property continue to deliver?

3 June 2015 | By Laura Suter

The property market has seen a mass of inflows in the past 24 months, with double digit performance last year, but managers are not as optimistic for the coming year.


Asset allocation: Brooks Macdonald's Gumpel on the defensive

2 June 2015 | By Valentina Romeo

Jon Gumpel’s £194m Defensive Capital Fund aims to provide the stability of bonds while maintaining exposure to potential equity upsides.


Deflation: a temporary blip or longer-term threat?

2 June 2015 | By Valentina Romeo

Although widely expected, many pass this deflation off as temporary, but is it really? And how should investors be positioned in this scenario?


Will EU reforms mean less regulation for asset managers?

29 May 2015 | By Valentina Romeo

Two UK think-tanks, Open Europe and New City Initiative, are finalising a report on asset management regulation and how it could be improved as part of EU reforms.

Queen reading her speech 2014

10 key policies from the Queen’s speech

28 May 2015 | By Laura Suter

The Queen delivered her speech in the usual pomp and ceremony yesterday, but what are the main laws affecting finance and business?

Robbins Jake Premier Asset Management 2014

Premier's Robbins sees a stronger Europe

22 May 2015 | By Valentina Romeo

Many of his peers were anticipating a strong European recovery but Robbins preferred to be overweight US instead of Europe.


Asset Allocation: T. Bailey’s Askew doubles down on Europe

12 May 2015 | By Philip Scott

While the T. Bailey Growth fund team has recently doubled the portfolio’s allocation to European equities, its managers insist the introduction of quantitative easing across the currency bloc was not behind the move.

Hudson Matt Schroders

Nature or nurture: Schroder's Matt Hudson

11 May 2015 | By John Husselbee

Liontrust’s John Husselbee talks to Schroder manager Matt Hudson about the parallels between the military and running money.


Profile: Old Mutual Wealth's Carlton Hood on the right way to deliver vertical integration

20 April 2015 | By Amanda Newman Smith

Old Mutual Wealth’s customer director says vertical integration should not hide weaknesses.


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

7 April 2015 | 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.


Nature or Nurture: Richard Buxton

7 April 2015 | By John Husselbee

Liontrust’s John Husselbee speaks to Old Mutual Global Investors’ Richard Buxton about his shift from the arts to finance.


Asset allocation: McInroy & Wood cuts equities in favour of ‘healthier’ government bonds

1 April 2015 | By Valentina Romeo

McInroy & Wood’s Tim Wood and his team reduce equity exposure to favour UK and US government bonds. 

Godfrey Daniel Investment Association 2015

Profile: IA chief Daniel Godfrey on managing money and responsible profits

19 February 2015 | By Michael Berry

“Making investment better. It’s not even an elevator conversation, I can say it when the doors are closing and get back to conventional silence.”

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Rock Caspar Architas 2014

Asset Allocation: Caspar Rock explains how duration call boosted performance

22 January 2015 | By Michael Berry

The Architas Multi-Asset Active Intermediate Income fund beat its benchmark last year by being “less wrong” on the duration trade, manager Caspar Rock says.


Asset allocation: Whitechurch Securities diversifies to fight volatility

3 December 2014 | By Michael Berry

Whitechurch Securities has battened down the hatches on its Income & Growth portfolio to protect against the volatility surges it expects will continue.

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The alternative plays in investment trusts

2 December 2014

Income-seeking investors would do well to look at the alternative plays on offer in the investment companies space


Funds map differing routes to mitigate interest-rate risk

25 November 2014 | By Michael Berry

Investors hunting for high-yield income while avoiding capital loss from rising interest rates have two recent launches to mull over


Fund Data


Will the oil price rise above $50 a barrel this year?