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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Gardner: How to achieve financial security in retirement

With longevity on the rise, pension funds are failing to match liabilities – and recent reforms have shifted the responsibility of saving for retirement from the state to the individual. Robert Gardner of pensions consultancy Redington contends we need a clear roadmap to future financial security.

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Greg Bennett: Crude’s dead cat bounce will end soon

The price of Brent has bounced by nearly 30% since mid-January, leading some to view the recent turmoil in the oil markets as a short-term correction. However, Argonaut’s Greg Bennett believes the spot price of crude has been propped up by opportunistic filling of onshore storage facilities, which will be full within a matter of […]

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How to make 2015 the year you get the perfect pension

Hundreds of thousands of people approaching retirement have put their plans on hold until April 6, a date that ushers in far-reaching pensions changes. Citing figures released by financial education initiative RedSTART, the Telegraph’s Katie Morley advises savers to prepare for the overhaul now and take action if there’s a big shortfall between what they’ll […]

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Pensions: find out what you need to save each month

The Government has recently introduced an auto-enrolment system that automatically enrols all workers into a pension, under which the contribution rate will increase to 8%. However, Jonathan Letham, co-founder of financial education organisation RedSTART, argues savers aren’t putting enough away for retirement and that the 8% contribution is not enough for many to enjoy a […]

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Rising star to superstar? FundCalibre’s managers to watch

Fund ratings agency FundCalibre has named five ‘rising star’ managers tipped to produce strong long-term investment returns, reports Investment Week. The managers already run funds that have been awarded a FundCalibre Elite Rating, the top award handed out to funds expected to perform well in the future. One of the five, Hugh Yarrow, runs the […]

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