The Manager of the Lazard UK Omega Fund, Alan Custis, explains how a concentrated portfolio of 25-35 positions can outperform through the market cycle.
Invesco's Head of European Equities Jeff Taylor and Fund Manager Stephanie Butcher consider key issues affecting investors in Europe.
At a recent American Society for Clinical Oncology (ASCO) conference investors were able to review progress in immunotherapy clinical trials. The progress is positive. Incyte, for one, presented improved patient response rates in five types of cancer...
After having been out of favour for a number of years, investors are finally returning to European equities. However, with Europe having outperformed the S&P 500 by 6.3% in USD terms (as of 13/06/2017) year to date, how much outperformance potential is...
The Investec Global Quality Equity Income Fund turns 10
Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the political and economic factors driving European equities today.
Global emerging market investors often overestimate corporate growth potential and overpay for the comfort of quality
Kunal Desai, Head of Indian Equities
Standard Life Investments' UK Equity Income Unconstrained Fund aims to deliver a yield in excess of 110% of the FTSE All-Share Index yield over a rolling three-year period.
In June 2016, immediately before the Brexit referendum, a curious thing happened.