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


How important is yield when it comes to investment trusts?

13 November 2014 | By Sam Macdonald

Last week Oriel Securities published its list of the top 20 investment trusts with a dividend yield in excess of 4 per cent – but how important is yield to advisers?


Asset allocation: Threadneedle bets on Australian bonds to offset China fall

30 October 2014 | By Michael Berry

A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.


Asset allocation: Why Montage is sticking with the US, for now

28 October 2014 | By Sam Macdonald

Montage Portfolio Management managing director and portfolio manager Peter Montague says he still sees value in US markets


Profile: Rodney FitzGerald on diversifying revenue at Walker Crips

27 October 2014 | By Amanda Newman Smith

Walker Crips is a different company from the stockbroking firm founded 100 years ago


Does charity begin at donor-advised funds?

23 October 2014 | By Amanda Newman Smith

Donor-advised funds are big in the US but relatively new to the UK


FCA: What we are doing to prevent future fund collapses

21 October 2014

Our new cradle-to-grave fund supervision team will help us spot risks earlier.

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Do shifts in retail herald the end for supermarket stocks?

16 October 2014 | By Pamela Morris

As markets grow cold on the big three supermarkets, some investors are turning to discount names as an attractive alternative


Economists reject deflation fears after latest ONS figures

14 October 2014 | By Beth Brearley

Fund group economists confident “trends will not persist forever” and that a period of deflation is not imminent.


Are investment trusts coming in from the cold?

3 October 2014 | By Amanda Newman Smith

Has the RDR broken the ice between investment trusts and advisers?


Investors say union will bring 'relief' to markets

19 September 2014 | By Pamela Morris in Edinburgh

But some industry experts warn of more turbulence to come for sterling, economic growth and a possible postponed interest rate rise as political uncertainty over devolved powers looks set to continue.


Lee Robertson: The Ayes don't have it

19 September 2014

I am incredibly proud of the way the political debate was so energised by both sides and truly believe British politics will be the better for it going forward.

Comments (8)


The Platforum: Barclays is banking on a new platform

17 September 2014

The next phase of Barclays’ evolution will see it building its own platform technology with FNZ

Comments (1)

Gianluca Monaco 700

Ardevora's Monaco: Cognitive psychology and the Scottish referendum

16 September 2014 | By Gianluca Monaco

The No campaign has been relying heavily on what is known in psychological terms as loss aversion: we tend to suffer more from losses than we take pleasures from gains, so that in general we tend to be rather risk averse and change averse.


'Regulatory unknowns' for HSBC as Woodford scraps holding

15 September 2014 | By Michael Berry

Woodford cites danger of more regulatory penalties but others see positives for the bank.


Why past performance numbers don’t add up

28 August 2014 | By Amanda Newman Smith

Negative numbers from the financial crisis are dropping out of investment funds’ five-year numbers but what does this mean for investors?

Comments (4)

Ben Peters and Hugh Yarrow

Fund manager profile: Ben Peters and Hugh Yarrow at Evenlode

15 April 2015 | By Cherry Reynard

They run just one fund but the one-time childhood pals behind Evenlode are being compared to investment legends.


Communication 'key' in investment company share buy-backs

14 April 2015 | By Ian Sayers

Commnication is key when it comes to using share buy-backs to manage discounts in investment companies.


Looming threat: Is the FCA going over the top on EU's Mifid II rules?

9 April 2015 | By Tessa Norman

The regulator has been accused of “gold plating” European rules as it sets out what Mifid II means for advisers. 

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FCA research on structured deposits not representative

8 April 2015 | By Ian Lowes

Research published by the FCA on structured deposits did not represent the market, says


Will Budget changes harm VCTs and EISs?

2 April 2015 | By Laura Suter

The Chancellor tinkered with VCTs and EISs in the latest Budget, but will investors notice?

Why advisers need to think again on diversification

March 2015 - Fund Strategy

The portfolios that are meant to provide an income for customers are those most likely to be insufficiently diversified.

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Fourth time lucky: Will FCA finally resolve cap-ad confusion?

19 February 2015 | By Tessa Norman

FCA set to consult on changes to capital adequacy rules just months ahead of implementation. 

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Profile: MetLife's Simon Massey on the dangers of non-advised drawdown

12 February 2015 | By Tom Selby

MetLife’s Simon Massey on the dangers of non-advised drawdown and the temptation to rush to market with products ahead of April.

Comments (1)

Nigel Thomas 700

Axa IM's Thomas ditched in giant-slaying FE Alpha Manager list update

30 January 2015 | By Michael Berry

A parade of high profile managers has been chopped from the FE Alpha Manager list in its latest update, including Axa IM’s Nigel Thomas.


Profile: Morningstar's Dan Kemp on why fund managers are like poker players

22 January 2015 | By Michael Berry

Morningstar’s Dan Kemp explains why great managers are like poker players and how investment banks undervalue theologians.

Comments (4)


Investment trust cost advantage eroded by RDR

5 December 2014 | By Michael Berry

With the RDR squeezing open-ended funds’ prices, how do the clean share classes compare with investment trusts?

Comments (1)


Investec's Stopford: Three risks for income investors in 2015

1 December 2014 | By Sam Macdonald

Investec Asset Management portfolio manager and co-head of multi-asset John Stopford answers the three questions that income investors need to ask in 2015.


Does Sarasin move signal new wave of 'active lite' trackers?

1 December 2014 | By Sam Macdonald

Following Sarasin & Partners move to produce a bespoke index with Indexx Markets, is this the first move towards firms producing tracker versions of funds?

Comments (1)

Fund Data


Is a Conservative majority in the general election a positive for the UK?