Professionally, Bruce Stout is not in a happy place. No fund manager whose charge bumbles along in the fourth quartile of its peer group could be otherwise, especially one, such as Stout, with an impressive record of past outperformance.
On Monday 25 June, when global stock markets took a sharp turn south, the declines were attributed to the ongoing tariff spats between president Trump, China and other countries crossing his line of fire.
While comparisons with China make India look sluggish, reforms should get India performing strongly and boost its stock market.
In the run-up to F&C’s 150th anniversary, manager Paul Niven explains why he prioritises asset allocation over stockpicking.
When it comes to extracting an investment’s value, British Empire Trust's Joe Bauernfreund prefers the carrot to the stick.
Meet the manager: Jonathan Brown, manager of Invesco Perpetual UK Smaller Companies investment trust, explains how to find small cap winners.
People ask me if there is any place like Silicon Valley,’ says Walter Price, 68, the US-based fund manager who has been a technology investor since those distant days of the Sony Walkman. ‘I tell them the only place is China.’
Up until now we have made money on our index-linked holdings but we have reached a critical juncture, says Ruffer's David Ballance
A bear market lies ahead, says Peter Spiller at CG Asset Management - here's why it could be a good thing for well-prepared investors.
After a hasty portfolio re-shuffle the day after the EU referendum, companies harnessing technological innovation are interesting Guy Anderson.