Equities
Fund manager profile: A partnership of equals
Liontrust manager Anthony Cross talks about his long-term working relationship with co-manager Julian Fosh, their investment process of economic advantage and the importance of intellectual property in an age of offshoring.
Nine UK Equity Income funds for all occasions
The presence of so many mega-cap stocks in the UK market introduces a risk for equity income investors, in the form of dividend concentration.
Fed rate hikes will drive down long-term returns – Credit Suisse
Credit Suisse has released a report which forecasts real equity returns will be limited to 4-6% over the next ten years and real bond returns will be close to zero.
Investment Quorum’s Robertson offers China warning
Investment Quorum’s Lee Robertson offers his take on how investors should view developments in China, and the prospects for UK equities
Crux AM’s Pease urges investors not to panic
Crux Asset Management’s Richard Pease offers some words of advice to European equity investors, and provides insight on how the recent oil slump and currency volatility has impacted his fund.