Profiles & Comment
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.
Lombard Odier’s Monier on taking a bolder approach to risk
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.
Godber and Hamilton: How Polar Capital’s power duo find value
Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.
WM profile: Michel Perera, Canaccord Genuity Wealth Management
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.
Orbis Investments: Target the micro for solid investment returns
A dedicated stockpicker who is happy to talk about holding companies ‘forever’, Ben Preston wants investors to refocus on the long-term picture.