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
Is hospitality an ‘inducement’, or time spent profitably with clients?
Asset managers are split over FCA criticism of the corporate hospitality, with some saying the regulator is behind the curve.
Mifid II product governance rules ‘will hit boutiques hardest’
Vertically integrated companies may come out on top following the implementation of Mifid II’s product governance rules.
PwC: Just 2% of asset managers have 'robust' risk controls
PwC research has found evidence of confusion and disconnects between asset managers and their custodians.