Latest News
Threadneedle head of UK small cap takes leave
Dan Vaughan takes “extended sabbatical” with UK equity colleagues taking over mandates.
Banks ‘poised to outperform’ in eurozone crisis rally
Banks set to overtake other financials as recovery from euro debacle continues
‘Lessons from credit crisis not been learnt’
Investors should should not be complacent about risk as the underlying problems with the global economy still remain, James Harries has warned.
Fund size cuts off small stock access for Franklin’s Spencer
Top-performing UK Mid Cap manager admits growing fund size has limited access to the smaller end of the market.
Rehlaender stands firm on Japan Reit call
Schroders manager says development companies are better value than Reits.
T Rowe Price poaches Husain for fixed income role
Arif Husain leaves AllianceBernstein to take on international fixed income position as Ian Kelson steps back.
Analysis & Opinion
Product review: JP Morgan Global Convertibles Income fund
New investment company managed by firm’s bond team to provide income as well as long-term capital growth
What is thematic investing?
What is thematic investing and why should advisers care about it?
Top 5/Bottom 5: Technology and Telecoms funds
How is one of the most niche sectors of the IMA faring?
“Out of adversity has come opportunity”
Nyree Stewart talks to Barings’ head of small and mid-cap equities about the market’s Darwinian turn and his ambitions as a writer.
More on Equities
Guide to Investing in Small Caps
Current market conditions would appeal to suit small cap investing.
1hr
Sovereign Rating Agencies - April 2013
It is little wonder that when these three institutions make a move investors take notice.
1hrMonkey see, monkey do: Outperforming simians and bitcoins
During the past week, my mind has been expanded by two things: a joke about monkeys and bitcoins.
Hunt for Income - March 2013
When looking for income should investors be turning to equities or sticking with bonds?
1hrHow many advisers have we lost exactly?
Week in Brief: Estimates of RDR attrition vary and one big departure takes the industry by surprise.
Spring Investment Monitor - March 2013
Are you invested with the next Neil Woodford? Investment Adviser reveals the next star managers.
1hrRecent Articles
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From Training| May 23, 2013
Guide to Investing in Small Caps
Current market conditions would appeal to suit small cap investing.
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North American| May 21, 2013Legg Mason’s Bill Miller: Why I have 35% in financials
Exclusive interview: US equity guru as bullish as he was in 1990; betting big on banks.
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UK| May 21, 2013Franklin’s Russon rings changes on UK Select Growth
Former Newton manager Ben Russon reduces holdings by a third ahead of taking on lead management of UK Select Growth fund.
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Emerging Markets| May 20, 2013First State inflow curbs ‘to benefit EM rivals’
Soft closure of Jonathan Asante’s funds throws spotlight on competitors
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May 20, 2013
Dickson cuts Korea over weakening yen
Korea’s export-focused economy could be hit by Japan’s monetary easing, fears manager
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UK| May 20, 2013Close Brothers to shut two funds on size concerns
Close Brothers to shut down two underperforming funds because they are too small to manage effectively.
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FTAdviser Blog| May 20, 2013
Adviser Rant: Sort out your existing funds first
Why aren’t managers putting their ‘new ideas’ into running their existing funds?
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May 20, 2013
End this free lunch on fees
Performance fees should work both ways, not just reward a manager for doing his job
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From Special Report: | May 20, 2013
Thematic comparisons highlight blurred area
It can be difficult to make a comparison between ‘thematic’ funds and other financial products
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From Special Report: | May 20, 2013
Separating the fads from true themes
As market cycles get shorter it is becoming increasingly difficult to separate the fashion fads from the long term themes