Fund manager and senior people moves
Fund managers reveal the areas where they are boosting exposure and their big concerns for world markets in the year ahead.
Very similar environment to dotcom bubble
Spent 12 years at BlackRock
'Accelerate this pace of change'
Chris Kinder, Portfolio Manager of the Threadneedle UK Fund, outlines why despite UK banks returning to favour he remains wary of the sector.
'Bad debt' among key issues that must be addressed
In this ebook, Nangle and deputy manager Maya Bhandari reveal the rigorous valuation framework the team use to help drive the portfolio’s construction. The Fund can be zero-weighted in any asset, Bhandari explains, and there is no ‘neutral’ allocation, so every investment position is a risk position.