Investec

Why should we choose between value and growth?

Fund managers have been clamouring to add banks, including RBS and Lloyds, to their portfolios ahead of a rate rise from the Bank of England.

Mixed reactions to 'radical' plans

What can contrarians learn from the Impressionists?

J.O. Hambro Capital Management's Clive Beagles has opened new positions in wealth managers and increased exposure to certain banks in his £2.9bn UK Equity Income fund.

John Wyn-Evans, head of investment strategy at Investec Wealth & Investment, takes a closer look at the global impact of recent currency wars and a future rise in US interest rates.

River & Mercantile Asset Management is soft closing Philip Rodrigs' UK Equity Smaller Companies fund following strong inflows during the past year.

UK equity managers Simon Brazier and Clive Beagles have turned more positive on Vodafone, snapping up shares in the company three years after they both cautioned about the telecom's prospects.

From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.