In an investing world where contrarian is a term that often gets applies too easily, Ardevora’s Jeremy Lang has long been renowned for genuinely taking a different approach – and delivering market-beating returns. Here, he joins the This is Money Investment Show to discuss Ardevora’s unique process. Continue reading “How to avoid problem shares… so you can pick the winners”
Category: News
Multi-Asset Strategies: Apples and oranges
As multi-asset strategies have evolved, it has become less easy to assess and compare them on a like-for-like basis. Nordea’s Claus Vorm speaks to IPE on benchmarking multi-asset strategies. Continue reading “Multi-Asset Strategies: Apples and oranges”
Diversified Growth Strategies: Life in them yet?
Diversified growth strategies were first conceived in the aftermath of the tech bubble and have since amassed a huge volume of assets despite initial scepticism. Nordea’s Claus Vorm and Redington’s Aniket Das speak to IPE on the outlook for DGFs. Continue reading “Diversified Growth Strategies: Life in them yet?”
Three Christmas wishes…
Redington’s Rob Gardner lays bare his wants for the future of pension saving in Pension Expert, including a truly long-term plan and financial education. Continue reading “Three Christmas wishes…”
Divisive IBM, attractive Amazon and faltering Twitter: How will tech stocks perform in 2016?
Joshua Spencer, manager of the T. Rowe Price Global Technology Equity fund manager, provides Fund Strategy his view on six of the biggest stocks within the technology sector today. Continue reading “Divisive IBM, attractive Amazon and faltering Twitter: How will tech stocks perform in 2016?”
Fund Review: T Rowe Price US Large Cap Equity
Investment Adviser reviews T. Rowe Price’s $9m portfolio of US large-cap stocks launched in 2009 – which, while small in size, has produced strong returns versus its peer group. Continue reading “Fund Review: T Rowe Price US Large Cap Equity”
Flexibility and balance is crucial in today’s bond markets
For those investors seeking in the region of cash +2% returns and low levels of overall risk, the current market environment poses several challenges such as the historically low yields and high valuations, Nordea’s Karsten Bierre tells Investment Week. Continue reading “Flexibility and balance is crucial in today’s bond markets”
Best of British: SW Mitchell’s 5 domestic champions
SWMC UK fund manager Brian Cullen speaks to Citywire Wealth Manager on five domestic-facing stocks he is backing to outperform.
Continue reading “Best of British: SW Mitchell’s 5 domestic champions”
Hard hit hardware stocks will bounce back, says Walewski
The difficulties faced by hardware stocks will blow over and the investment case for European IT stocks remains robust, Citywire AA-rated Nicolas Walewski tells Citywire Global. Continue reading “Hard hit hardware stocks will bounce back, says Walewski”
T. Rowe’s Yule: Our plans for the intermediary market
T. Rowe Price has operations in 16 countries and $725.5bn in assets under management globally. However, it is predominantly known in the US. T. Rowe Price’s John Yule speaks to Fund Strategy on the firm’s plans for the intermediary market, with communication a priority.
Continue reading “T. Rowe’s Yule: Our plans for the intermediary market”