Investec

Finding value in UK Smaller Companies

The cyclicality of listed asset management businesses has been called into question as big names spring dividend surprises and attract the interest of UK equity income managers.

The market is pricing disinflation in to longer-dated government bonds, and rather than causing concern, this trend will be positive for markets, argues John Stopford, co-head of Investec Asset Management's multi-asset team.

Research by Investment Week has revealed only half of managers in the major IMA sectors have run their funds for five years or more.

Could normalising monetary policy spell the end for fixed income?

Market volatility has dropped to lows not seen since before the financial crisis, prompting expectations of a sharp spike, but some strategists suggest it could remain anchored for years to come.

BNY Mellon Asset Management has hired Fergus McCarthy from Investec Asset Management as head of advisory, as it restructures its management team after the recent exit of Scott Goodsir, Investment Week understands.

Investec Global Gold

Active fund managers must rise to the challenge of a rotation into FTSE 100 stocks after years of outperformance, wealth managers have warned.

The art of stock selection