Since Stephanie Butcher took the helm of Invesco European Equity Income, the politics of the region have been in turmoil. But the trials seem to have abated and she is now reaping the rewards of shrewd value approach.
Central banks have upped the rhetoric in recent weeks, with all but the Bank of Japan hinting at rising rates and/or winding in quantitative easing. It seems a strange time to be talking this way – just as the hard economic data looks to be in danger of peaking.
Wealth management’s own Phileas Fogg, Lombard Odier’s Stéphane Monier has had a well-travelled career and is now adding some intercontinental spice to private banking.
Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.
The master of reinvention Michel Perera, chief investment officer at Canaccord Genuity Wealth Management, talks about his investment process, the importance of establishing a client’s risk profile and identifying value in UK equities.
A dedicated stockpicker who is happy to talk about holding companies ‘forever’, Ben Preston wants investors to refocus on the long-term picture.
While all eyes were on the FTSE All Share and how it would react to a hung parliament last Friday, something a little more dramatic was occurring the other side of the pond and, for once, it wasn't Trump-related.
Absolute return funds have been huge sellers for the past two years but as the funds get larger, performance is prone to suffer.
JPM CIO of fixed income Nick Gartside sees a world of opportunities as central banks and ‘animal spirit’ revive the markets.
With central banking and fund management experience under his belt, Charles Stanley’s CIO has the experience to ensure the firm is not spreading talent too thinly.
A year on from the merger of two 19th century institutions, Kleinwort Hambros is looking to the future for technological progress.
After several months of consultation and no doubt reams of persuasive submissions, the Investment Association relaxed its rules around the UK Equity Income sector last month.
BlackRock’s Hong Kong-based manager Andrew Swan on putting flexibility and the willingness to take big bets at the heart of his philosophy, and why he is casting financials as the next big value opportunity in Asian equities.
WH Ireland wealth management head Roderick Buchanan talks about overhauling the business, embracing the digital age and why a ‘sensible’ investment style is best for clients.
Yield is fast becoming the holy grail of the 21st century. Ten years ago, you could still sign up to a 12-month fixed term cash account and get a whopping 10% interest; today you are lucky if you get 1%.
Geopolitical uncertainty is on the rise but the Vix Index is at historic lows. Is there really still an investment case for trying to harness volatility?
Generating a reasonable income from investments in the current environment means fund managers face a variety of risks. Click on the video to hear a group of top investors outline where those risks are likely to come from over the next 12 to 18 months.
Standard Life Investments' MyFolio team stands by its decision to dump government bonds, while backing US and Japan equities to prolong the bull run.
Stonehage Fleming’s focus on intergenerational wealth provides a strong platform from which to provide the ‘grown-up, long-term investing’ CEO Graham Wainer believes is vital in a globalised world that remains ever-vulnerable to political events.
Political talk has cast a shadow over biotech stock prices. And yet the sector has...