There is value to be found in the beaten-up Russian corporates market, but Hermes’ co-head of credit is nonetheless reducing his exposure to the market. Mitch Reznick tells Citywire Global why the opportunities are not worth the near-term challenges set to put the economy under enormous pressure. Continue reading “Credit co-chief cuts Russian corporates despite deep value potential”

In this AlphaSight update, Jamie Carter, portfolio manager at S. W. Mitchell Capital, explains why the recent easing of macro fears will now result in more investor focus on fundamentals. Continue reading “Fundamentals to the fore as macro fears ease”

In this AlphaSight update, Evenlode investment director Ben Peters discusses the troubled oil sector and explains where long-term value can still be extracted. Continue reading “Where value can be found in troubled oil sector”

Hugh Yarrow, manager of the Evenlode Income Fund, reveals to Money Observer the stocks he has been buying, holding and selling. Continue reading “Buy, hold and sell: Evenlode Income”

A significant buying opportunity has arisen in the UK equity market according to S.W. Mitchell’s Brian Cullen, who has recently halved his UK fund’s cash balance to take advantage of the lower valuations on offer. Here, he explains to Trustnet why recent market falls have in fact elicited opportunities.  Continue reading “Has a buying opportunity opened up in UK funds?”

Opportunities in supermarkets are attracting equity fund managers to invest in the current environment on both the short and long side. Neuberger Berman’s Andrew Wilmont, Ardevora’s Jeremy Lang, Alken’s Nicolas Walkewski and SWMC’s Stuart Mitchell tell Investment Europe which positions they are seeking in the global sector. Continue reading “Managers bite into supermarket sector”

Investment trusts are on the rise, according to Helen Oxley of Winterflood Business Services. Although purchases of investment companies on adviser platforms have more than doubled since the retail distribution review, the surge in demand masks a fundamental problem: investment trusts have yet to be widely adopted by advisers. Continue reading “Surge in investment trust demand masks accessibility problem”

‘For the rest of 2015, choosing to not own certain stocks will be at least as important as the choice of what to own,’ warns Ardevora’s Jeremy Lang. This discipline has encouraged the fund manager to make punchy top-down calls and avoid certain sectors completely. Here, he highlights a handful of stocks he feels other investors don’t quite get. Continue reading “Jeremy Lang: five ‘misunderstood’ stocks I’m backing”

Stuart Mitchell, founder of S. W. Mitchell Capital, explains to AlphaSight why the stronger than expected recovery is going to be extremely positive for European banks. Continue reading “European recovery is a boon for banks”

In this AlphaSight update, Charlie Awdry, portfolio manager at Henderson Global Investors, discusses the strong recent sell-off seen in Chinese equity markets. Continue reading “Panic selling in Shanghai is spilling into HK”