Tesco profit warning shows vulnerability of defensives, Steve Cordell says

by Matthew Goodburn on Feb 10, 2012 at 16:38

Steve Cordell, manager of the Cazenove Absolute Target Return fund, says Tesco's shock profits warning has shaken confidence in defensives.

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Jan Luthman: why I'm backing miners and pharma giants

by Matthew Goodburn on Feb 10, 2012 at 05:10

Jan Luthman, manager of the CF Walker Crips UK Growth fund, says miners and pharma companies are best placed to grow in today's market.

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Cazenove UK Absolute Target

by Matthew Goodburn on Feb 09, 2012 at 12:45

Steve Cordell's Cazenove Absolute Target Return fund added 1.5% in January, lagging the broader index's 2.7% rise.

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Liontrust Special Situations

by Matthew Goodburn on Feb 09, 2012 at 11:00

Liontrust Special Situations duo Anthony Cross and Julian Fosh have warned that paying too much attention to the macro backdrop at the expense of treating individual stocks on their own merits can be a 'dangerous' game.

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CF Walker Crips UK Growth

by Matthew Goodburn on Feb 08, 2012 at 16:20

Well diversified across sectors with the managers taking global...

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Standard Life Investments UK Smaller Companies

by Matthew Goodburn on Feb 08, 2012 at 00:01

This fund has outperformed the smaller companies index in five of the last six calendar years...

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Investing in 2012: Asante on the best opportunities in emerging markets

by Matthew Goodburn on Feb 06, 2012 at 09:22

The 'Brics' may be fully valued but there are big opportunities in countries like Nigeria, explains First State's Jonathan Asante.

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Jupiter Absolute Return

by Matthew Goodburn on Feb 02, 2012 at 12:01

The UK's top fund manager takes a view on global economies...

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• January 2012