Aurora: we don’t get out of bed for less than 15% a year
Aurora investment trust director Tristan Chapple explains why the deep value fund has taken profits on builders, is issuing more shares and the return it seeks on investors’ money.
Beware dividend dangers, warns BB Healthcare
BB Healthcare manager Paul Major warns of the pitfalls of investing in pharmaceutical companies with an income focus, particularly in the UK stock market.
Tom Walker: we’ll gear up if markets crash
Markets have shrugged off the threat of nuclear war with North Korea, says manager of Martin Currie Global Portfolio, but if bull rally expires he is ready to take advantage.
Bruce Stout: why I de-geared out of ‘parabolic’ markets
Ten years after the financial crisis, Murray International’s manager is glad to be positioned away from the bubble in Western stock markets.
Picking the pockets of value in Europe
Valuations are high in Europe but at least company profits are growing, says Sam Morse of Fidelity European Values investment trust.
It’s time to think about Japan’s future, not its past
JPMorgan Japan fund manager Nicholas Weindling says there are many more reasons to be positive than negative about the country.
British Empire: trust discounts could narrow further
With stock markets looking fully valued, Joe Bauernfreund, manager of British Empire, says investors are seeking out the undervalued situations in which his investment trust specialises.
Surprise, surprise! Asia earnings have really improved
After several years in the doldrums analysts are upgrading their forecasts for corporate profits, says Ayaz Ebrahim of JPMorgan Asian.
Impax: even Trump can’t stop the march of renewables
Impax Environmental Markets manager Bruce Jenkyn-Jones says even Donald Trump’s policies can’t stop the economics driving renewable energy take-up.
Invesco's Mustoe: Europe is the standout opportunity
Invesco Perpetual Select Global Equity Income manager Nick Mustoe explains why European cyclicals look attractive.