Being highly selective in backing new issues
Portfolio picks
Why active funds are down but not out at half time
Tilting my portfolio to trusts with a value style
Why America is still the land of investment opportunity
Why we're topping up our allocation to alternatives
The oil stock which made it into our portfolio
Investing and the value for money conundrum
Rotating out of German residential into UK commercial property
Mobius' retirement spurs emerging market rethink
Why low turnover is not manager hubris
Husselbee: Why all eyes are on the dollar
Why managers are erring on the side of caution
Why Morningstar is using cheaper valuations to counter volatility
Portfolio picks: positive on risk assets in Asia and emerging markets
Husselbee: Time to re-board the value train