Don’t underestimate the US growth engine – Slater
Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so
Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so
Three years after a management buyout, the head of managed funds at Waverton is spearheading its progress in running client money in a cost-conscious world.
The investment company sector has changed considerably over the past ten years, as back in October 2006 we were still enjoying the dying days of the credit boom.
Consensus suggests it is a struggle to find value in equities, but despite political uncertainty in the UK, US and Europe, there are still plenty of opportunities globally
For the once-mighty hedge-fund industry, these are not the best of times – to put it mildly. Outflows are gathering pace as investors, wearying of high fees, poor performance and bad publicity, vote with their feet.
As Portfolio Adviser celebrates its 10th anniversary, we reflect back to inform our view on what challenges the investment industry will encounter in the decade to come.
The theme of central bank repression of rates has been the dominant theme in markets for years, but Guy Monson, CIO at Sarasin & Partners believes this could be beginning to change.
As governments look to move from a monetary to a fiscal policy, an end to global austerity could be a boon for infrastructure funds, but ignore investment trusts trading at premium
After a busier than usual summer, Brooks Macdonald has its eyes firmly on the macro picture, while also balancing the right currency calls.
Register for Fidelity Emerging Markets portfolio manager Nick Price’s live webcast.
A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.
Kathryn Langridge talks about helming Manulife’s push to become the go-to retail asset manager for emerging market investing in Europe