City Financial's Gill Hutchison and Peter Toogood discuss the commodification of fund management and its implications for the industry, and outline their fund selection process.
Which asset class or event surprised you most?
What surprises will the post-QE era hold for investors?
A raft of pulled IPOs in October point to a more rational environment for new listings, managers suggest.
The heightened sensitivity of corporates to rate rises is holding back capex and wage growth, and as the recovery remains frustratingly slow, it would be a huge mistake for the Fed to raise rates next year, argues City Financial's Mark Harris.
The Big Question: Which small funds are your hidden gems?
The collapse of Phones 4u has acted as a ‘wake-up call' for high yield bond investors, impacting prices just as indices begin to recover from the summer sell-off.
The illiquidity and low volatility of micro-cap stocks has helped managers at the very bottom of the cap scale dodge the impact of this year's rotation into larger companies, buyers suggest.
Former Iveagh CIO Chris Wyllie has joined wealth manager Connor Broadley to run its discretionary investment service.
Diplomatic and territorial conflicts have been rising but defence stocks remain strangely overlooked. City Financial's Benjamin Dawes explains why cyber security and homeland defence companies are worth a punt.