Ardevora

Welcoming back TSB

Ardevora UK equities manager Gianluca Monaco is shorting Morrisons while remaining long Sainsbury's ahead of next week's results announcement from the former.

There are three main actors driving the irrational behaviour we so often see in equity markets; company management, analysts and investors. Each group can fall into bias, but the circumstances and the types of biases are different.

The making of a boutique

The Big Question

The unloved aviation industry has been dead money for decades for many investors, but it now offers some compelling opportunities after widespread restructuring, Ardevora partner Gianluca Monaco has said.

THE BIG QUESTION

THE BIG INTERVIEW

James Calder, research director at City Asset Management, has revealed the top five niche investments he holds in his portfolios.

Former Ardevora partner Rob Page is to join Hermes Fund Managers as head of marketing and communications, as the institutional house pushes into the UK wholesale market for the first time.