by Matthew Goodburn on Jan 26, 2012 at 14:52
In the second of our Edinburgh Citywire Selection manager interviews, we speak to star pick Aberdeen Asset Management star pick Bruce Stout about why his Murray International portfolio can continue to thrive regardless of the macro environment.
by Jonathan Miller on Jan 26, 2012 at 13:51
After our fourth formal review, Citywire head of research Jonathan Miller talks through the latest ins and outs in Citywire Selection, the guide to our best investment ideas.
by Matthew Goodburn on Jan 25, 2012 at 17:11
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.
by Frank Talbot, Matthew Goodburn on Jan 19, 2012 at 14:42
Want to hear the views of six of the best from our Citywire Selection?
by Sarah Miloudi on Jan 19, 2012 at 11:43
The veteran Asia investor says the world's second largest economy might be going through a transition but it will avoid the much feared hard landing scenario.
by Matthew Goodburn on Dec 15, 2011 at 11:20
Citywire AA-rated Vanbrugh fund managers Richard Scott and Daniel Lockyer have been hit by short term underperformance as they gradually rotate out of relative safe havens and into more volatile positions in the search of strong long term value.
by Matthew Goodburn on Dec 15, 2011 at 00:01
Citywire Selection editor Matt Goodburn asks Fidelity Special Situations manager Sanjeev Shah how he expects to turn around recent underperformance on the £2.83 billion fund.
by Dylan Lobo on Dec 14, 2011 at 12:22
William Littlewood still says there is plenty of potential in Supergroup despite it taking a hit from problems at its warehouse.
by Matthew Goodburn on Dec 06, 2011 at 11:46
M&G Recovery fund manager Tom Dobell concedes the year has been tricky for long term investors, but expects his oil & gas overweight and M&A activity to correct short term underperformance.
by Matthew Goodburn on Dec 06, 2011 at 00:01
The Henderson UK Absolute Return fund, managed by Ben Wallace and Luke Newman, and the Newton American fund managed by Simon Laing, have been removed from the Citywire Selection fund list with immediate effect.
by Emma Dunkley on Nov 30, 2011 at 15:53
Forecasts for global growth next year are ‘tumbling faster than a sandcastle in an incoming tide,’ but prospects for UK companies are many and varied, according to Axa Framlington’s Nigel Thomas.
by Matthew Goodburn on Nov 28, 2011 at 14:28
First State Greater China Growth manager Martin Lau believes investors should brace themselves for higher structural inflation for years to come in China, as well as lower GDP growth for the next few years.
by Jonathan Miller on Nov 23, 2011 at 00:01
The Threadneedle Absolute Return Bond manager has made positive returns during a difficult third quarter and still sees troubles ahead.
by Dylan Lobo on Nov 18, 2011 at 12:38
Walker Crips duo Stephen Bailey and Jan Luthman, Artemis' Mark Niznik, Schroders' Andy Brough, OMAM's Dan Nickols and Charlie Thomas of Jupiter are set to benefit from the 20% surge in Hamworthy shares.
by John Chatfeild-Roberts on Nov 02, 2011 at 00:01
Jupiter's chief investment officer John Chatfeild-Roberts offers some crumbs of comfort after Greece threatened to blow Europe's grand rescue apart by saying it intends to hold a referendum on the plan.
by Dylan Lobo on Oct 26, 2011 at 08:40
JP Morgan has a lot riding on the appointment of Neil Gregson as the successor to Ian Henderson on its top performing Natural Resources fund.
by Dylan Lobo on Oct 07, 2011 at 11:52
The Ruffer Investment trust has moved to protect its 30% exposure to index linked bonds, which it admits is an increasingly dangerous play as its fears of burst in the conventional bubble grows.
by Dylan Lobo on Oct 06, 2011 at 15:29
Jacob Rothschild's RIT Capital Partners has confirmed it has invested nearly 25% into Renshaw Bay, a new investment firm set up by former JP Morgan co-chief executive Bill Winters.
by Emma Dunkley on Oct 05, 2011 at 10:57
Invesco Perpetual’s fixed income co-head admits
his portfolios would have fared better with a lower risk approach and less bank exposure, but he believes these positions will pay off long term.
by Alex Plough on Oct 04, 2011 at 10:59
Iain Stewart's Newton Real Return fund has stood up well in the dreadful conditions. We outline some of the major themes running through the £4.4 billion portfolio as he bids to cut out the noise.
