James Klempster: Asset allocation checks and balances
‘You’ve got to find that balance between wanting to get your views out into the funds of the portfolios but, at the same time, not wanting to over-trade and knee-jerk’
‘You’ve got to find that balance between wanting to get your views out into the funds of the portfolios but, at the same time, not wanting to over-trade and knee-jerk’
Artemis corporate bond funds launched mere months before the Covid-19 sell-off hit
Private banks incentivised to push their own products on fund platforms, creating potential conflict, says GCW Partners founder
BMO Gam multi-manager co-heads on why higher inflation is here to stay and value has a fighting chance against growth in 2022
Shard Capital head of research says moving underweight equities has been a ‘tough call’ but valuations look ‘extreme’
Fidelity Special Situations manager holds pricier tech stock Sage alongside recovery plays like Ryanair and Wetherspoons
Seilern Investment Management CEO on the trials and tribulations of running an asset management firm
Andrzej Pioch and Chris Teschmacher are cautiously increasing risk, thinking the market cycle has further to run
Allianz Strategic Bond manager more worried about stagflation risk as markets underestimate ‘double whammy shock’ from China and the energy crisis
Atlantic House Investments CEO on how potential solutions to engaging with investors might come from outside financial services
Hawksmoor CEO has ambitions to grow assets to £5bn by 2025, recruit more female managers and appeal to younger investors
Co-managers Vincent Ropers and Philip Matthews add to infrastructure debt and Fidelity China Special Situations