David Baker’s Ruffer Baker Steel Gold fund reported a tough May, dropping 8.8 per cent.
Henderson Global Equity Income fund managers cut holding in fined bank.
Indexing creates exploitable opportunities, but profiting from them is not easy
Stockmarkets slump in early trading as investors remain wary following the Malaysian airliner crash and Israel conflict.
Montanaro suffers as value and recovery stocks beat quality growth companies.
Bargains have been snapped up and most scenarios are priced in, says global manager.
Analysis & Opinion
Manager Stuart Reeve aims for sustainable growth by ignoring benchmarks and focusing on quality.
Macroeconomics is the key for manager Paul Ehrlichman, who ‘tries not to predict the future’.
Manager Jacob de Tusch-Lec goes in search for unloved stocks that deliver the goods on the cheap.
Investors uncertain about the macroeconomic story could find a safe haven in global equity income.
More on Global Investments
It sounds like yet more marketing fluff, but the principle of assessing funds on the basis of their outcomes is a good one
Clients are upping risk after a long period of gains in markets meaning advice has a chance to prove its worth.
Markets appear to be rising in the face of political and economic upheaval, but the likelihood of a correction is growing.
Jul 25, 2014
Ellie Duncan talks to Guy de Blonay about investing a global mandate in such a diversified sector.
Jul 21, 2014
A four-step process keeps the benchmark at bay whatever the weather.
Jul 14, 2014
Nick Brind talks to Nyree Stewart about the financial focus of the income fund.
From Special Report: Investment Styles - July 2014| Jul 14, 2014
Value investing has performed well, but can the approach withstand a more challenging market environment?