News by: Matthew Goodburn
Defensive stocks 'monstrously overvalued', Clive Beagles warns
Clive Beagles, co-manager of the JOHCM UK Equity Income fund, is steering clear of many of the safety-net stocks favoured by his rivals.
British Empire
This global investment trust looks for opportunity in...
Investec's commodity picks: copper, oil and gold
Investec Enhanced Natural Resources fund managers say commodities remain in a long-term upwards trend despite recent volatility and a global slowdown.
Harry Nimmo on the launch of his global fund
Standard Life Investments head of smaller companies Harry Nimmo explains to Citywire Selection why the time is right for the launch of a global version of his top performing UK smaller companies fund.
UK bank bonds worth the risk, Fidelity's Spreadbury says
Ian Spreadbury, manager of the Fidelity Moneybuilder Income fund, a pick of Citywire Selection, believes the risk of default on RBS and Lloyds bonds has fallen to a level that makes them an attractive investment.
Fidelity Moneybuilder Income
For the more cautious bond investor, this fund...
Investing in 2012: views from the best in the business
Amid such market uncertainty, we turn to six of the best fund managers to see what investment decisions they're making.
'Zombie bank' threat haunts eurozone
Cazenove European fund manager Chris Rice says eurozone banks are in danger of emulating their Japanese counterparts.
Western banks a 'clear and present danger'
James Harries, manager of the Newton Global Higher Income fund, is avoiding exposure to the West's indebted banks.