Profiles & Comment
Sarasin & Partners’ Black on the importance of loyalty
A culture of loyalty is central to Sarasin & Partners, which has many employees that stay for decades, including partner and head of private clients Jamie Black, who says the firm’s position has changed little since it set up in the ’80s.
The risks and opportunities in a post-rate rise world
After weeks of speculation and analysis, Thursday’s interest rate hike was written off in many quarters as a “symbolic” move by the Bank of England which would have little impact.
Fidelity’s Bateman: Investors must be ‘braver for longer’
Fidelity’s James Bateman contemplates the potential end of the decade-long bull market and explains why he still considers equities to be more attractive than fixed income, despite the challenging landscape.
Black Monday: 30 years on, will history repeat itself?
Glancing at the titles of my past few blogs, you could be forgiven for thinking I’m a ‘glass-half-empty’ kind of guy.
Tcam’s Bathgate on sussing out contrarian opportunities
Tcam’s Haig Bathgate is a self-professed “glass-half-empty Scot,” with a tendency to look at the downside to get a true understanding of risk before investing, but he is also contrarian, sussing out corners of the market where others fear to tread.
Invesco Perpetual’s Butcher on navigating political turmoil in Europe
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.
Three credit funds to hold through the dark days ahead
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.