Fund manager focus
Europe
Alken's Walewski: How we have been playing the big value shift from commodity producers to consumers
Believes in rebound in technology spending
14 December 2015
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7 min read
Property
Alex Ross, manager of the £329m Premier Pan-European Property Shares fund, tells Laura Dew why the high volume of inflows into the sector is unlikely to continue and how he is preparing for a period of volatility when interest rates rise.
12 October 2015
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5 min read
Funds
The $4.2bn (£2.7bn) Pictet Global Megatrend Selection fund's focus on secular growth trends certainly makes it stand out from the wider peer group, with only a 15% overlap between the portfolio and the MSCI World index.
30 September 2015
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3 min read
Equities
RLAM's UK equity income manager talks to Alice Rigby about a decade at the helm of his fund, capacity issues, and why he is still backing wealth management stocks.
11 June 2015
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6 min read
Managed funds
Geopolitics is likely to play a big part in the direction of markets and investors must play close attention to events in Russia and the Middle East, according to Smith & Williamson's James Burns.
27 February 2015
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2 min read
