Rosanna Burcheri: Why we dropped tourism stocks months before Covid
Artemis Global Select and Mid Wynd co-manager says portfolio themes have performed well amid the pandemic
Profiles & Comment
-
-
Sunil Krishnan: Why underperforming UK is back on our radar
‘We’ve always been concerned about the tendency of peers to retain home bias for historical reasons’
-
John Ions: ‘For years, this industry has acted like the Catholic church in the Middle Ages’
Liontrust CEO explains how he has spent the past decade proving the doubters wrong
-
Nick Tucker: Why I left UBS Wealth Management for a boutique
Waverton CEO reckons New York or Switzerland-headquartered firms can be out of touch with British clients
-
Gary Moglione: There’s evidence fund selectors aren’t as efficient as they should be
Seneca Income & Growth manager reveals some of the more obscure boutiques held by the investment trust
-
David Thomas: ‘Advisers do have a degree of power over fund managers’
Seneca boss explains the role the firm’s multi-asset value funds can play in DFM portfolios
-
Adrian Courtenay: ‘Odey Asset Management is like a barristers’ chambers’
Odey Special Situations manager unpacks his unique merger arbitrage and long/short approach a year on from launch
-
A&J Wealth Management: ‘We’re not growing the business purely for profit’
Gareth Jones and Adam Hughes aim to keep things personal with clients despite five acquisitions in past decade
-
John Moore: Why US, Europe and Asia are more compelling than the UK right now
‘It just feels instinctively like there are better opportunities elsewhere’
-
Mark Northway: We’re overdue a Darwinian purge of sub-par funds
Sparrows Capital investment manager argues in favour of a 95% allocation to market beta
-
David Hunt: Too much asset management M&A is at the behest of shareholders
PGIM CEO says more global players are needed in the funds industry but deals need to focus on clients
-
Kate Fox: How Baillie Gifford’s impact fund is quadrupling the returns of its peers
The £550m Baillie Gifford Positive Change fund is one of the top performers in the IA Global sector
