Essex latest pension fund to commit to direct lending

Essex Pension Fund has become the latest to introduce an allocation to direct lending into its alternatives portfolio, as scheme interest in the asset class ratchets up. Pensions Expert discusses the trend with Greg Fedorenko of pensions consultancy Redington.

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Ardevora’s stock unpicking pays off

Ardevora’s Jeremy Lang speaks to FTfm’s Steve Johnson on why stock ‘unpicking’ – or rejecting, rather than choosing stocks – has paid off for himself and colleague William Pattisson.

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Are we doing enough to prepare for retirement?

Government-led policy is helping us save more and give us the freedom to do what we want with our cash on retirement. But is that enough to eradicate pension poverty? Emma Wall sits down with Patrick O’Sullivan of pensions consultancy Redington to discuss the changes in the pensions industry.

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A tale of two tech titans: Apple v Amazon

Josh Spencer, manager of the T. Rowe Price Global Technology fund, believes there are still some dramatic opportunities available for investors in the tech sector. Focusing on two of the largest tech giants, he makes a bull case for Amazon and a bear case for Apple.

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SWMC bets big on earnings recovery in Italy

Under-pressure Italy has become a big overweight position for fund manager Stuart Mitchell, who believes the market is underestimating an earnings recovery. The SWMC European Fund is currently 13.4% invested in Italy, compared with a benchmark weighting of just 3.5. Mitchell discusses three key stocks with significant growth potential.

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Equity veteran Mitchell: the two under pressure stocks I’m betting on

Stuart Mitchell has built up a position in aircraft manufacturer Airbus and supermarket chain Carrefour to capitalise on the potential offered by the two ‘under pressure’ companies. Speaking with Citywire Global, the manager discusses his positions in the SWMC European fund – and his view that the eurozone is rapidly approaching economic normalisation. News link […]

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