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Kames' Roberts: how we're positioned for rising inflation

Kames Capital's head of fixed income David Roberts says inflation remains robust, leading the firm to build protection into its portfolios.

A-rated Devlin: why we love European tech

Citywire A-rated Vincent Devlin reveals where he sees opportunities in Scandinavia.

Chelverton's Baker: why housebuilders are safe as houses

The UK smaller companies manager says he's recognised several growth prospects within the home repair market.

Citywire South West: video highlights

Guest were left with plenty to ponder after our annual Chepstow event.

JP Morgan's Negyal's emerging market bargain hunt

Omar Negyal, manager of the JP Morgan Emerging Markets Income fund, sees plenty of opportunities in financials.

David Smith: inflation will not surge from here

The surprise jump in inflation announced this week will not mark the onset of an inflationary spiral, according to The Sunday Times economics editor David Smith.

JP Morgan's Anderson: the challenges of a £2bn trust

Anderson, who manages the Mercantile Investment trust, says he is also looking to maintain a low exposure to energy related names.

A-rated James Thomson: value discount widest it's ever been

The manager of the Rathbones Global Opportunity fund explains how the recent equity dislocation is a providing rich fishing

JPM's Brittain: how I'm exploiting serious pockets of value

Georgina Brittain says house builders and challenger banks are presenting serious value for her.

North West round-up