Ardevora’s Lang: Natural resource industries ‘trapped’
All is not as stable as it appears in the energy industry, warns Ardevora manager Jeremy Lang, who believes the sector is “a slowly unfolding trap”.
GAM EM Equities: Trump has materially helped our performance
Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
Why Hargreaves’ Wealth 150 has shrunk since launch
Hargreaves Lansdown’s says the number of funds on its Wealth 150 recommended fund list has fallen over time because there is only a limited pool of talented managers with a proven track record.
Investec’s Summers on balancing quality stocks with value
With quality stocks seemingly ‘priced for perfection’, Investec Wealth’s Andrew Summers diagnoses adding value and cyclical ballast as the best tonic for equity positioning.