Brummell magazine announces the results of the third annual Ones to Watch: a celebration of bright young talent in London’s financial-services sector and related fields. This year’s results feature Redington’s Mitesh Sheth, Freddie Ewer  and Jonny Letham.  Continue reading “Ones to Watch 2015: Rising stars of the City”

Greg Bennett, fund manager at Argonaut Capital Partners, warns that the price of Brent can only fall over the short term from its current level of $62 per barrel. In this Trustnet article, Greg highlights the reasons why. Continue reading “Bennett: Why the oil price can only fall further from here”

As part of Morningstar’s series “Why Should I Invest with You?”, Emma Wall interviews Hermes Global Equity fund manager Lewis Grant. Grant discusses how he invests systematically to identify where the most expensive stock markets are – and where the bargains are to be found. Continue reading “Where are the cheap stocks?”

High yield credit has appeared increasingly attractive in recent months. As investors look towards the asset class, Tim Beck, manager of the Stenham Credit Opportunities Fund, outlines five key reasons to avoid going long on high yield. Continue reading “Avoid the ‘deteriorating’ high yield credit market: Stenham”

Unprecedented stimulus in the eurozone is having a positive effect on asset prices and underlying economic growth. Barry Norris of Argonaut Capital Partners suggests ECB will, if necessary, monetise the debt of all eurozone sovereigns, thereby undermining its unique vulnerability to a sovereign debt crisis. In turn, he argues, it is increasingly likely that Greece is ejected from the eurozone.  Continue reading “Does Eurozone QE now make “Grexit” more likely?”

Despite the headwinds facing the European economy, there are some positive factors to consider in the region this year. Morningstar profiles three best-performing funds, including the T. Rowe Price European ex-UK Equity, suited to investors seeking to gain exposure to Continental Europe. Continue reading “Best Performing Europe Funds”

Chi Chan, portfolio manager at Hermes Sourcecap, talks to AlphaSight about some of the longer term themes the team is playing in a recovering European market. Continue reading “Patience is pivotal in an improving Europe”

In this AlphaSight update, Dan Mikulskis, co-head of asset and liability modelling at Redington, highlights three key factors investors must focus on in 2015. Continue reading “The 3 key factors for fund performance in 2015”

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.

Continue reading “Essex latest pension fund to commit to direct lending”

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.

Continue reading “Ardevora’s stock unpicking pays off”