Don’t underestimate the US growth engine – Slater
Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so
Profile
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Wealth manager profile: Waverton’s John Bellamy
Three years after a management buyout, the head of managed funds at Waverton is spearheading its progress in running client money in a cost-conscious world.
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Fidelity’s Dan Roberts on the global hunt for income
Dan Roberts runs Fidelity’s Global Dividend Fund with a steady eye on the long view, he aims to deliver a low-stress investment experience for unitholders.
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The benefits of feel good funds
One of the most experienced SRI investors in the UK picks out water, executive pay and speed of information as big issues impacting her funds today.
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Wealth manager profile: Quilter Cheviot’s David Loudon
A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.
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Fund manager profile: Manulife AM’s Kathryn Langridge
Kathryn Langridge talks about helming Manulife’s push to become the go-to retail asset manager for emerging market investing in Europe
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European Wealth: “Bad days make good entry points”
As storm clouds gather over the continent, boutique investment house European Wealth will not be swayed by short-term noise but makes sure every last one of its assets is working as hard as possible.
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WM Profile: SJP’s Ralph on acquisitions, opportunities and vertical challenges
Fresh from an acquisition spree in the UK, St James’s Place is taking its pioneering business model east in its next phase of growth
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Two’s company: Fidelity’s Ian Spreadbury and Sajiv Vaid
The past 30 years have been a great time to be a bond investor, and while the future might prove tougher, Fidelity’s Ian Spreadbury and Sajiv Vaid feel up to the task
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Fund manager profile: Nordea’s stable mates
Friends since university, Nordea’s Copenhagen-based managers bring a tried-and-tested absolute return approach to the UK market with their globally diversified Stable Return Fund.
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Commodities reigniting, but buyer beware
Global resources fund manager Benoit Gervais is adamant the commodities sector is about to be reignited but advises caution while recovery is nascent.
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Wealth manager profile: Signia Wealth’s team talk
Signia Wealth saw some big changes at the top 18 months ago. Here the team breaks its silence to outline the significant headway made in reshaping the business after a difficult 2015