Dan Kemp of Albemarle Street Partners explains why analysts all pick the same funds, and asks fund managers to do more to bring through new talent. He also recommends backing value managers as GARP has “had its day in the sun”, and names the market which has given him the worst scars during his career.…
Gavin echoes the opinion of many when he says there are plenty of equity opportunities in Europe due to mispricing created by investors shunning the region thanks largely to its political and economic news flow. He describes Europe as “cheap and attractive” and explains why he prefers the active management approach for investing there as…
With a strong national brand and commercial heritage the UK offers a wealth of trusted, world class companies that are continuing to invest in order to grow their businesses. Innovation is a key trend, and in the latest video fund managers Alex Breese and Mark Martin discuss how UK companies are uniquely placed to capitalise…
Richard Marwood, Fund Manager of the Axa Distribution Fund has a wealth of experience having managed the Fund for 17 years. The Fund’s blend of quality assets including blue chip UK equities and index-linked gilts, targets consistent long-term investment returns providing your clients with the opportunity to generate income and growth from their assets in…
Investment advice is going to be the best-seller of 2013 and the distribution of this advice could well see wholesale changes next year as the impact of RDR really starts to bite. So what will the distribution chain look like next year, and how will the fund groups ensure their share of the pie when…
The end of Anthony Nutt’s tenure as head of UK equities at Jupiter leaves a hard act to follow, and the jury is still out on the managers taking over his funds. So, should investors keep the faith?
Jim gives his thoughts on why the next US President, whether it is Obama or Romney, will be regarded as a great President, and what he bases this opinion on – it has nothing to do with either of the candidate’s policies, or attitudes towards the fiscal cliff, or any previous track record. He also…
“The million-dollar question”, Jim says, “is when will the bond bubble go pop?”. In his mind there is no doubt that the current rush to bond and dividend-type stocks as a flight away from risk is now a headlong race towards risk. He argues how this view influences where he invests, particularly given his outlook…
There are plenty of bargains in the world with fear in both US and Europe depressing equity valuations. Jim gives his thoughts on the relative values of the US and European markets and explains which he favours now and when he will change focus. Looking East, he explains why 2013 could see a “re-ignition” of…
Jim Paulsen explains why rising consumer confidence could be sustainable given the great developed market consumer quality of greed. He cites an improving US job market and falling unemployment along with increased housing market activity and prices that are all making a major contribution. To see part 2, click here
Charles gives a slightly different take on the emerging market story, explaining how investors can benefit from those who get richer then spending more, and who then buy the same things they used to but the slightly more expensive version – a focus on routine not "splurge" purchases, as he says
While income is a high priority in a low interest rate/low inflation world, capital preservation is equally important. This same environment, however, means there are no safe havens and preserving capital is therefore hard to guarantee. Charles describes his "least dirty shirt approach" with a focus on high yield and investment grade allocations where generating…
