In this AlphaSight video update, Gary Greenberg, head of Hermes Emerging Markets, talks about why he believes investors should stay the course in China despite the recent strong run for equity market.  Continue reading “Is there still value in Chinese equities?”

Mitesh Sheth, director of strategy at the London-based consultancy Redington, talks to IPE about the cult of personality in asset management, and what investors should do when key personnel leave for pastures new. Continue reading “What do you do when a guru leaves?”

In this AlphaSight video update, Jeremy Lang, founder and partner at Ardevora, discusses how global equity markets have been boosted by the dissipation of former fears. Continue reading “Markets enjoying ‘release of anxiety’ in 2015”

Fund managers have warned investors not to be complacent about their exposure to India after a remarkable run during president Narendra Modi’s first year in office. In this article, Jorry Rask Nøddekær, manager of the Nordea 1 – Emerging Stars Equity fund speaks to Investment Adviser about why further fall in the Indian stockmarket could “open up one of the world’s most compelling multi-year opportunities. Continue reading “The Modi effect starts to wear off as India falters”

Pension experts PwC and Redington recently announced a strategic alliance combining the two firms’ strengths to better help their clients deal with the challenges faced by the pensions industry. Consultancy.uk speaks to Redington’s co-CEO Robert Gardner and PwC’s head of UK pensions Consulting, Raj Mody.  Continue reading “PwC forms alliance with pensions experts Redington”

Investing in either growth or value stocks isn’t the only way to run a portfolio. In this article, Evenlode’s Hugh Yarrow & Ben Peters, Ardevora’s Gianluca Monaco and Argonaut Capital’s Barry Norris speak to Trustnet on what they look for in an attractive holding. Continue reading “Three fund managers looking beyond value and growth”

Greg Bennett of Argonaut Capital discusses with Investment Europe why the recent turmoil in the oil markets is to do with physical supply and a direct result of the first price war among energy-producing nations since 1986.

Continue reading “The imminent end of crude’s dead cat bounce”

Nicolas Walewski, founder of Alken Asset Management, discusses with AlphaSight why banks are in the sweet spot of a booming Spain.  Continue reading “Banks in sweet spot of a booming Spain”

Freddie Ewer, co-founder of RedSTART the Financial Education initiative, talks to Share Radio’s Sarah Pennells and the Telegraph’s Katie Morley on the issue of student loans.

Continue reading “Share Radio discusses the issue of Student loans”

Jamie Carter, manager of the SWMC Small Cap European Fund, speaks to Portfolio Adviser about playing oil through the transport sector, pointing out that the transport of oil from ever more remote places in very large crude carriers makes the sector rather interesting. Continue reading “Drilling for profit through oil price volatility”