David Taylor: We stand out from large cap-focused crowd
But aversion to FTSE 100 names means the Chelverton UK Equity Income Fund has taken a bruising of late
Viewpoints
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Gary Potter: Investors have too-weak/two-week memories
Fund managers must keep an open mind to change and appreciate fully the grave responsibility entrusted to them by clients
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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What lies ahead for markets in the coming months?
Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts
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Ben Goss: The call of (consumer) duty
Dynamic Planner CEO on the potential benefits of the looming legislation and tech’s role in aligning asset managers, advisers and end-investors
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What do the experts think of UK corporate bonds?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Small mercies: Resilient returns within UK small cap sector
The sector has taken a serious hit of late – but can Ken Wotton of Gresham House and Liontrust’s John Husselbee see a brighter side to the story?
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The Asia question: Should investors stay or go?
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
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Rathbones’ Jackson: UK economy is more resilient than in 2008/09
Rathbone UK Opportunities’ manager Alexandra Jackson explains her love for UK mid caps and why she is feeling positive
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Gary Greenberg on ‘riding winners and cutting losers’
Industry know-how is gained with time and by taking some hard knocks along the way, but the lessons learned are invaluable
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BlackRock’s Gallagher: ‘I love making investment trusts still relevant’
BlackRock head of investment trusts Melissa Gallagher talks about the suitability of closed-ended funds for holding alternative assets, the crucial role of boards and ensuring trusts remain relevant
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Lessons learned: John Bennett on why ‘investing is not a religion’
Janus Henderson’s director of European equities warns against making binary calls