Latest from What Investment

Wrong calls on China, Australia and India damage returns for Henderson Far East Income Trust

Wrong calls on China, Australia and India damage returns for Henderson Far East Income Trust

News | Funds | 15 Apr 2014

Mike Kerley, manager of the Henderson Far East Income Fund (LON:HFEL), has acknowledged in his latest update to shareholders that the underperformance of the trust in March is the result of him making a number of incorrect asset allocation decisions.

JP Morgan: Emerging markets can deliver double-digit returns in the coming year

JP Morgan: Emerging markets can deliver double-digit returns in the coming year

News | Markets | 14 Apr 2014

Richard Titherington, chief investment officer for emerging markets at JP Morgan Asset Management, believes that based on historical precedents, emerging markets could deliver returns greater than 10 per cent within the next 12 months.

Property investors should remain focused on London, says F&C fund manager Richard Kirby

Property investors should remain focused on London, says F&C fund manager Richard Kirby

News | Funds | 14 Apr 2014

Richard Kirby, manager of the £1 billion F&C Commercial Property Trust (LON:FCPT), has urged commercial property investors to retain their primary focus on central London, despite signs that property market growth is beginning to spread to the UK regions.

Anthony Bolton's heir on Fidelity China Special Situations plans to invest in 'New China'

Anthony Bolton's heir on Fidelity China Special Situations plans to invest in 'New China'

News | Funds | 11 Apr 2014

Dale Nicholls, who succeeded veteran fund manager Anthony Bolton as manager of the Fidelity China Special Situations investment trust (LON:FCSS) at the start of April, has revealed that he intends to concentrate the investments of the trust on companies that are part of what he calls ‘the new China'.

Top fund manager Nick Train stocks up on Pearson despite negative outlook

Top fund manager Nick Train stocks up on Pearson despite negative outlook

News | Funds | 11 Apr 2014

Nick Train, the top-performing manager of the Lindsell Train investment trust, has revealed that he has added to his holdings in publishing company Pearson (LON:PSON) this year, despite the management of the company saying that they expect 2014 to be ‘difficult’.

Stephanie Flanders: Investors should avoid Chinese equities

Stephanie Flanders: Investors should avoid Chinese equities

News | Markets | 10 Apr 2014

Stephanie Flanders, chief market strategist for Europe, the Middle East and Africa at JP Morgan Asset Management, has outlined the key advice she believes emerging market investors should follow in 2014. 

BlackRock Special Situations fund manager: focus on industrial stocks to capture UK growth

BlackRock Special Situations fund manager: focus on industrial stocks to capture UK growth

News | Funds | 10 Apr 2014

Roland Arnold, co-manager of the high-performing BlackRock Special Situations Fund, has told What Investment that UK investors should look to industrial stocks to capture the next stage of the economic recovery. 

Witan Investment Trust still offers 'long-term value' despite narrowing discount

Witan Investment Trust still offers 'long-term value' despite narrowing discount

News | Funds | 9 Apr 2014

The £1.4 billion Witan Investment Trust (LON:WTAN) continues to offer value for long-term investors, despite the discount having narrowed significantly in the past six months, according to Monica Tepes, investment trust analyst at Cantor Fitzgerald.

More investment trusts scrap performance fees as they seek to compete with funds

More investment trusts scrap performance fees as they seek to compete with funds

News | Funds | 9 Apr 2014

An increasing number of high-profile investment trusts are abolishing their performance fees in order to sharpen their competitive edge over open-ended funds, according to the Association of Investment Companies (AIC).

Somel sticks to his guns despite poor performance of the M&G Global Basics fund 

Somel sticks to his guns despite poor performance of the M&G Global Basics fund 

News | Funds | 9 Apr 2014

Randeep Somel, who succeeded Graham French as manager of the £3 billion M&G Global Basics fund in November, has vowed to persist with the same long-standing strategy pursued by the fund, despite an extended period of underperformance. 

Premier: The best way to invest in the US 

Premier: The best way to invest in the US 

News | Markets | 8 Apr 2014

Simon Evan-Cook, multi-asset investment manager at Premier, has outlined for What Investment the best ways to invest in the US market, which he says in general is ‘overvalued’.

 

Richard Woolnough: I can't see a single short-term threat to global economic growth, and here is how to profit from it 

Richard Woolnough: I can't see a single short-term threat to global economic growth, and here is how to profit from it 

News | Funds | 8 Apr 2014

Richard Woolnough, manager of the top-performing M&G Optimal Income bond fund, told What Investment that he ‘can’t see a single headwind that could significantly impact on the global economy at this time’.

Invesco Perpetual: This is as good as it gets for UK economic growth

Invesco Perpetual: This is as good as it gets for UK economic growth

News | Markets | 7 Apr 2014

While UK economic growth is likely to be maintained in the coming years, 'it is unlikely to accelerate much from here’, according to John Greenwood, chief economist at Invesco Perpetual. 

Mercantile Investment Trust warns of 'greater volatility' to come after house builders drive returns

Mercantile Investment Trust warns of 'greater volatility' to come after house builders drive returns

News | Funds | 7 Apr 2014

Martin Hudson, manager of the £1.8 billion Mercantile Investment Trust (LON:MRC) which invests in UK mid and small caps, credited the performance of UK house builders for the company's 27.7 per cent total return in the year to 31 January.

Alternative investment opportunities in the UK

Alternative investment opportunities in the UK

Guides | Alternative investments | 4 Apr 2014

We take a look beyond shares and bonds at some more unusual and potentially lucrative investment opportunities.

Don't build your retirement plans on Osborne's pension reforms: Ian Lowes

Don't build your retirement plans on Osborne's pension reforms: Ian Lowes

News | Pensions | 4 Apr 2014

Government proposals to allow people free access to their pensions are highly likely to be reversed or watered down in the near future, according to the head of a financial advisory firm.