GAM’s Schelpe: Don’t fear black-box investing
Investors often fear the ‘black-box’ notion attached to systematic investing because they don’t know what occurs behind the scenes, but Camilla Schelpe, lead scientist at GAM Systematic, says essentially it boils down to a set of rules which dictate how portfolios behave in different market environments.
Baillie Gifford’s Robinson: The secrets to success in the US
Active managers have failed to live up to their promises in the US market, but by getting a few key ingredients right active management can be a powerful force for wealth creation, argues Gary Robinson, manager of the Baillie Gifford US Growth Trust.
OMGI’s Meier: We will not touch unlisted or esoteric stocks
Ed Meier, manager of the Old Mutual UK Equity Income fund, explores the FTSE 350 and small caps for portfolio ideas to generate 110% of the All-Share yield, but he will not be drawn to esoteric and unlisted names.
Manulife’s Peterkin: Bank policy divergence creates opportunities
The divergence of central banks’ monetary policy has created opportunities for absolute return investors to generate positive, uncorrelated returns, says Manulife Absolute Return Rates fund senior portfolio manager Grant Peterkin.
Columbia Threadneedle’s Thorne: Tough trading environment favours UK small caps
James Thorne, manager of the Threadneedle UK Smaller Companies fund, believes the valuation discrepancy between UK equities and other asset classes, as well as the raft of resilient companies emerging as winners after a tough trading environment, make domestic small caps the place to be.
Janus Henderson’s Barnard: Other central banks can’t keep up with Fed
Structural issues and low inflation will prevent other central banks following the US Federal Reserve on its auto-pilot rate-hiking cycle, says Janus Henderson co-head of strategic fixed income Jenna Barnard.