First State duo: We’re not afraid to use FX as a returns driver
Dovish central banks don’t stop Diversified Growth from dialing down duration
Profiles & Comment
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Charlotte Ransom: ‘Wealth management is expensive, clunky and has no decent technology’
Netwealth CEO says her firm is here to modernise money management
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Tamsin Evans: ‘We try to avoid falling in love with managers’
River and Mercantile multi-asset head dials up risk but with less aggressive funds
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Tom Sparke: I prefer smaller, nimbler alternatives to Smith and Train
Big names get cut when they can no longer take meaningful positions in companies
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Darius McDermott: Woodford failings should not extend to active management
Manager failed on liquidity but let’s not tar all active with same brush
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Two minutes with: Aberdeen Standard’s Alan Rowsell
Small cap star says he would consider bitcoin if he wasn’t in equities
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Darius McDermott: Flexible fund picks for an uncertain here and now
There’s no Goldilocks economy – but I’m not a bear
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Two minutes with: M&G’s Claudia Calich
Emerging market debt manager says the asset class is more egalitarian than most
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Gabrielle Boyle: The press has a vested interest in criticising Facebook
Exposure to social networking giant has been upped in the Trojan Global Equity fund
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Two minutes with: M&G’s Jim Leaviss
Global Macro Bond manager disses ‘white, straight, public school educated’ industry
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Guy Monson: ‘A robo-taxi going at 25mph will be safer than a black cab’
Automation, climate change and ‘good old-fashioned yield’ are driving veteran’s stock picks
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Baijing Yu: Slower growth will prove healthy for China
Shift towards consumption-led growth provides a tailwind for tech and healthcare
