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WM profile: Michel Perera, Canaccord Genuity Wealth Management

WM profile: Michel Perera, Canaccord Genuity Wealth...

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.

Published : 28, Jun 2017
Orbis Investments: Target the micro for solid investment returns

Orbis Investments: Target the micro for solid...

A dedicated stockpicker who is happy to talk about holding companies ‘forever’, Ben Preston wants investors to refocus on the long-term picture.

Published : 23, Jun 2017
Nasdaq correction: warning shot or the start of a bubble bursting?

Nasdaq correction: warning shot or the start of...

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.

Published : 14, Jun 2017
Absolute return funds: The bigger they are, the harder they fall

Absolute return funds: The bigger they are, the...

Absolute return funds have been huge sellers for the past two years but as the funds get larger, performance is prone to suffer.

Published : 8, Jun 2017
Fund manager profile: Nick Gartside, JP Morgan Asset Management

Fund manager profile: Nick Gartside, JP Morgan...

JPM CIO of fixed income Nick Gartside sees a world of opportunities as central banks and ‘animal spirit’ revive the markets.

Published : 19, May 2017
Wealth manager profile: Jon Cunliffe of Charles Stanley

Wealth manager profile: Jon Cunliffe of Charles...

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.

Published : 17, May 2017
Kleinwort Hambros: Portfolio construction is 'form of alchemy'

Kleinwort Hambros: Portfolio construction is 'form...

A year on from the merger of two 19th century institutions, Kleinwort Hambros is looking to the future for technological progress.

Published : 18, Apr 2017
The chief concern for UK equity income funds

The chief concern for UK equity income funds

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.

Published : 13, Apr 2017
Fund Manager Profile: Andrew Swan, BlackRock

Fund Manager Profile: Andrew Swan, BlackRock

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.

Published : 22, Mar 2017
Wealth Manager Profile: WH Ireland's Roderick Buchanan

Wealth Manager Profile: WH Ireland's Roderick...

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.

Published : 16, Mar 2017
Funds for cautious income seekers

Funds for cautious income seekers

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%.

Published : 14, Mar 2017
Forget the Vix – new ways to profit from volatility

Forget the Vix – new ways to profit from volatility...

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?

Published : 13, Mar 2017
Asset Allocator: SLI's Bambos Hambi

Asset Allocator: SLI's Bambos Hambi

Standard Life Investments' MyFolio team stands by its decision to dump government bonds, while backing US and Japan equities to prolong the bull run.

Published : 22, Feb 2017
Wealth Manager Profile: Stonehage Fleming's Graham Wainer

Wealth Manager Profile: Stonehage Fleming's Graham...

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.

Published : 16, Feb 2017
Fund Manager Profile: TwentyFour AM's Chris Bowie

Fund Manager Profile: TwentyFour AM's Chris Bowie...

TwentyFour’s Chris Bowie spearheads the outcome and investment-driven division he built from the ground up. Here he talks up his DIY approach, which includes executing all of the trades himself, keeping him ‘close to the market’ and giving him a few kicks along the way

Published : 14, Feb 2017
Contrarian: The risk of rationality

Contrarian: The risk of rationality

Even though markets have been hitting new highs, now might be the time to challenge the current illusion of normality, which could be a painful reality check for traditional asset classes.

Published : 13, Feb 2017
Asset Allocator: Schroders' Brookes

Asset Allocator: Schroders' Brookes

Schroders’ head of multi-manager Marcus Brookes forecasts that rising inflation in 2017 will flip the script on traditional ‘safe’ assets, making the case for riskier investments

Published : 20, Jan 2017
Fund manager profile: Jupiter's Ben Whitmore

Fund manager profile: Jupiter's Ben Whitmore

Going against the flow is the order of the day for Ben Whitmore, with a long-term view that asks for a vote of trust from clients

Published : 19, Jan 2017
Wealth manager profile: Capital Generation Partners’ Ian Barnard

Wealth manager profile: Capital Generation Partners’...

From diplomat to discretionary, Capital Generation Partners’ co-founder Ian Barnard takes big industry shifts in his stride, sticking to the firm’s stay-rich-plus mantra.

Published : 13, Jan 2017
On the money:  If you stop performing, you don't last long

On the money: If you stop performing, you don't...

Capital Generation Partners' Ian Barnard looks at the pressures on fees and costs in the investment and wealth management world.

Published : 4, Jan 2017

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