Blue Whale’s Yiu: ‘Ban diversified portfolios’
For Blue Whale Capital’s lead fund manager and chief investment officer Stephen Yiu, the ambition is as large as the namesake mammal.
Profiles & Comment
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Canada Life’s Marchant: Equities aren’t too expensive
For David Marchant, asset allocation requires a balanced approach as markets emerge from an extended period defined by quantitative easing and low rates.
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It’s coming home: Has the UK been written off too soon?
Ahead of England’s highly-anticipated World Cup quarter final clash against Sweden on Saturday, Iboss senior investment analyst Chris Rush picks his world-beating UK equity fund manager starting line-up.
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Arbuthnot’s Gardner: ‘We are considering other overseas locations’
Arbuthnot Latham’s StJohn Gardner explains how he is inspired by the scouting movement’s can-do attitude and the benefit of having no in-house products when developing client solutions.
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Liontrust’s Husselbee: Managers must have a 10-year track record
Liontrust’s John Husselbee has resolute opinions on the art of fund management, shunning managers and active funds with a track record any shorter than 10 years.
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What China A-shares inclusion means for ETFs
China A-shares have now entered a number of flagship strategies in stage one of a two-part process. Charles Stanley head of passive product research looks at what it means for ETF investors.
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Aviva’s multi-asset team shuns domestic stocks
Aviva Investors’ Paul Parascandalo and Thomas Wells believe the UK brings little to the global party while there is everything to play for in the emerging markets and US sectors.
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Neuberger’s Drijkoningen: We don’t have a prima donna approach
Rob Drijkoningen took his whole team with him from ING Investment Management to Neuberger five years ago and he still finds the entrepreneurial culture of his employers to be empowering.
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Quilter’s Alan McIntosh: My biggest beef with wealth management
Alan McIntosh’s 36-year investment career started with a difficult choice between the humanities and economics but while the numbers game won out he has utilised his love of literature in his approach to business.
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Wealth manager marketing concerns ahead of GDPR
Email marketing is one of the areas wealth managers are most interested to find information on in the lead up to the General Data Protection Regulation (GDPR), according to Personal Investment Management & Financial Advice Association (Pimfa). Senior policy adviser Giulia Lupato explains how to become fully compliant as the deadline approaches on 25 May.
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The funds to choose for volatility
This year has been a tough one for equity investors. Following February’s sell-off, most major markets have lost money year-to-date.
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Kames’ Snowden: Embracing volatility as an active bond manager
Bond markets have been volatile since the start of the year, and it’s providing excellent conditions for active managers to add value. Indeed, last year there was only one thing that I really wanted for Christmas. That was a bond market sell-off.
