Fund manager profile: SLI’s Alan Rowsell
Alan Rowsell started his working life as an economic researcher at the Treasury in London but his career would soon be shaped by transatlantic attractions.
Alan Rowsell started his working life as an economic researcher at the Treasury in London but his career would soon be shaped by transatlantic attractions.
Chinese authorities face tough choices, but a full blown financial crisis is unlikely, said Alex Wolf, emerging markets economist for Standard Life Investments.
With all the talk about the pros and cons of the UK’s place in Europe, are we ignoring a buying opportunity for investing on the continent?
Standard Life Investments has reported its net third party inflows leapt to £10.3bn in 2015 from just £1.7bn in 2014.
Kevin Troup, Global Equity Income Fund manager, along with colleagues from the regional equity teams subsequently had a number of conversations with competitors, peers and suppliers from the US to Japan, to better understand what the rest of the market did not.
A number of valuable insights from members of the global equity team, in the US, Asia and Europe, provided a depth of knowledge to corroborate a stock idea with its own focus on change.
Collaboration across regional equity teams identified Ryanair as an investment opportunity that the market itself did not.
The fund aims to provide long term growth by investing in a diversified portfolio of global equity assets. The investment team will maintain a diverse asset mix at country, sector and stock level, with the regional, country and sector weightings within the portfolio being a by-product of the underlying stock exposure.
The fund aims to provide long term growth by investing predominantly in the shares of smaller companies listed on the global stock markets.
Demand for income is on the up while supply is going in the opposite direction so where can you go to find the yields you need and keep the capital your client has worked so hard to earn?
‘Unprecedented factors’ and highly unusual circumstances are the reason for the prevailing ultra-low bond yields seen in recent times, according to chief economist at Standard Life Investments Jeremy Lawson.
In the current environment, anticipating which way markets will turn next is nigh impossible – so how are the industry heavyweights planning their next move?