Investment

  • British Assets trust to focus on best ideas

    British Assets trust to focus on best ideas

    Closed-end fund British Assets is to shake up its investment approach in the hope of delivering higher returns.

  • Small cap stars continue to back web wonders

    Small cap stars continue to back web wonders

    Technology-related themes are particularly prevalent in the small cap space currently, with M&A and continued growth in online retailing particular buoys to the sector.

  • Gillan to hand Edinburgh Dragon to Lim

    Gillan to hand Edinburgh Dragon to Lim

    Andrew Gillan has decided to leave Aberdeen Asset Management, handing over his Edinburgh Dragon investment trust to Adrian Lim. He is understood to be joining Henderson.

  • Few reasons for rich India valuation

    Few reasons for rich India valuation

    We have had very little exposure to India since we launched the Asia Income Fund and still believe we can find better equity exposure within the region, writes Mark Williams, co-manager of the Asia Income Fund.

  • avoid cos relying on the global recovery

    avoid cos relying on the global recovery

    Equity markets this year have reflected a recovery in the global economy but the risk of growing over-optimism means too quick a rise could work against equity investors.

  • Reforms unambiguously positive for China

    Reforms unambiguously positive for China

    There is no other country on the planet better than China to implement deep, broad, and long-term structural reforms, writes Jan Dehn, head of research at emerging markets manager Ashmore.

  • China reform hints at role for markets

    China reform hints at role for markets

    For all the talk of a global information age, obtaining clear facts about Chinese state policy is akin to using Google on a stone stele from the Tang dynasty.

  • GLG unveils undervalued assets fund for Dixon

    GLG unveils undervalued assets fund for Dixon

    GLG has launched an undervalued asset fund for new hire Henry Dixon.

  • is the us dividends party over

    is the us dividends party over

    The number of dividend payers – and the level of dividend payment – in the US might be growing rapidly but we believe some of these companies are expensive or poor quality.

  • vickers trades sarasin for russell move

    vickers trades sarasin for russell move

    Russell Investments is continuing to ramp up its multi-asset team with the hire of David Vickers as a senior portfolio manager on its £1.2bn Multi-Asset Growth Strategy.

  • Gregson readies resources fund for recovery

    Gregson readies resources fund for recovery

    Neil Gregson believes commodities have hit rock bottom and is readying his JPMorgan Natural Resources Fund for a recovery.

  • TwentyFour set to boost trust suite

    TwentyFour set to boost trust suite

    Fixed income house TwentyFour Asset Management is set to pounce on the success of its first closed-end launch with the addition of more investment trusts to its range.