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Charles Hepworth, the Citywire A-rated investment director at GAM, tells Wealth Manager why he is sticking with Japan rather than taking profits yet.
Hepworth also shares the name of the little-known AA-rated manager through whom he is gaining exposure to Japan, and reveals what would lead him to sour on the market.
Over the past year, Hepworth has returned 9.3% compared with an average of 7.7% from his Citywire Mixed Assets Aggressive sector.
Small US hedge fund Kerrisdale Capital has been on the winning side of two high-profile clashes with Neil Woodford.
Post-Carillion Steve Waddington is still finding attractive plays in infrastructure.
Futurist Mark Stevenson says that investing in oil is not just a risk to the environment but also your investment.
In the final part of our four part series we discuss consolidation and whether it's getting tougher for boutiques to survive.
Few wealth managers would recommend day trading as an investment strategy
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