News by: Matthew Goodburn
Tesco profit warning shows vulnerability of defensives, Steve Cordell says
Steve Cordell, manager of the Cazenove Absolute Target Return fund, says Tesco's shock profits warning has shaken confidence in defensives.
Jan Luthman: why I'm backing miners and pharma giants
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.
Cazenove UK Absolute Target
Steve Cordell's Cazenove Absolute Target Return fund added 1.5% in January, lagging the broader index's 2.7% rise.
Liontrust Special Situations
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.
CF Walker Crips UK Growth
Well diversified across sectors with the managers taking global...
Standard Life Investments UK Smaller Companies
This fund has outperformed the smaller companies index in five of the last six calendar years...
Investing in 2012: Asante on the best opportunities in emerging markets
The 'Brics' may be fully valued but there are big opportunities in countries like Nigeria, explains First State's Jonathan Asante.
Jupiter Absolute Return
The UK's top fund manager takes a view on global economies...
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