What growth managers should be telling you about risk

Phil Harris, manager of the EdenTree UK Equity Growth fund, discusses his investment strategy and why he believes investors need to be upfront about the risks of investing in growth stocks in Trustnet. Harris notes that companies which have growth of more than 15% require higher levels of due diligence and he meets extensively with […]

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MSCI ascension to shine spotlight on untapped Saudi Arabia

Oliver Bell, portfolio manager of the T. Rowe Price Frontier Markets Equity Fund discusses, in Money Observer, the certainty of Saudi Arabia being upgraded to the MSCI Emerging Market Index. The upgrade will unlock the country’s full economic potential and place Saudi Arabia in the international spotlight for global investors. As loan growth increases due to […]

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Spain has swallowed its medicine

Hartwig Kos, manager of the OYSTER Diversified GBP fund at SYZ Asset Management, discusses in Funds Europe the after-effects of Prime Minister Rajoy being forced to step-down, following a no-confidence vote in Spain. While Hartwig states this could have detrimental effects in the corporate sector as well as on investor confidence, he emphasises Spain’s recent […]

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Do climate change resolutions erode shareholder value?

Tim Goodman, Director of Engagement at Hermes EOS, discusses in Professional Pensions the importance of ESG resolutions at company AGMs on share prices. Tim states that direct engagement with companies is the most effective way to facilitate change on vital ESG issues. Link

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Blue Whale’s Yiu: More regulation is better for Facebook

Speaking to FE Trustnet, Stephen Yiu, manager of the LF Blue Whale Growth fund, discusses his confidence in Facebook as a long-term investment. He addresses the increasing regulations around data targeting by social media companies and why he does not see this as a risk to Facebook. Stephen states the biggest threat to the company […]

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‘Smart farming’: The world’s final technological frontier

Investors have a rare opportunity to share in the long-term growth of the agriculture industry, as it shifts from being the last major industry on earth yet to fully enter the era of innovation according to Thomas Sørensen and Henning Padberg, portfolio managers at Nordea Asset Management. In an article in Investment Europe, they discuss […]

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Negative real yield era in Europe set to end

Writing in Investment Europe, Quentin Fitzsimmons, portfolio manager at T. Rowe Price, discusses the status of government bond markets after the spread between US and German 10-year bonds reached its widest level in 30 years. Quentin notes that European corporate bonds are vulnerable to correction now that the ECB’s corporate securities purchase programme is being […]

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Cohen and Steers’ most and least favoured global real estate markets

Jon Cheigh, global portfolio manager of the Global Real Estate Securities fund at Cohen & Steers, discusses the opportunities available for real estate investors investing in listed properties as it is cheaper than deploying money into private markets. Cheigh highlights the opportunity in commercial real estate due to improving operating fundamentals in most global markets […]

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Forget the FANGs: Looking beyond the disruption hype

Jacob Mitchell, CIO and portfolio manager at Antipodes Partners, addresses the current investor fascination for disruptors. He tells Investment Week why he believes FANGs are overhyped and where he finds compelling opportunities in incumbents with overlooked fundamentals including NetApp, Hyundai Motor Company and Office Depot. Link

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AstraZeneca braced for pay revolt as sales disappoint

Neville White, head of SRI policy and research at EdenTree Investment Management, speaks to The Telegraph ahead of the AstraZeneca AGM. He states EdenTree will be voting against the remuneration report because of concerns around excessive bonus levels. Link

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