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Fund and manager news
All the latest news on funds, ITs and ETFs
Diary of a Dumb Investor: hit by emerging market sell-off
Lessons learnt: I need to diversify my portfolio more, and not put off selling decisions.
Arise Commander Woodford: Invesco manager awarded in Queen's honours
Neil Woodford, the Invesco Perpetual income fund manager who has urged more corporate engagement from investors, has been awarded a CBE.
No regrets but disappointment as Bolton prepares his final bow
Anthony Bolton says he's really retiring as he prepares to hand over the Fidelity China Special Situations investment trust to a new manager.
'Significant shock' risks remain, Newton bond chief warns
Paul Brain tells Citywire why there remains a risk of a 'significant deflationary shock'.
First State's Asante: QE-fuelled boom could turn to bust
Leading emerging markets fund manager Jonathan Asante explains why the central bank-led boom could blow up.
Worried by emerging markets? Your money's in the wrong place
Francis Seymour, one of the best fund managers in emerging markets, has a simple message for worried investors.
Mark Mobius seeks bargains in ‘emerging market’ Greece
Emerging markets investor eyes Greek assets after index provider MSCI removes Greece's 'developed market' status.
Woodford: why I'm not lagging the rally this time
Star income fund manager Neil Woodford says stock markets have finally come round to his way of thinking.
A property investment trust that outpaces the rest
TR Property stands ahead of the rest of the sector, writes James Carthew.
The two big value traps Jeremy Lang fears
Lang wary of pharmaceutical and mining shares, but buys into house builders on signs of improved management.
Bond sell-off may not be over yet, warns Spreadbury
Fidelity's Ian Spreadbury says recent volatility in core government bond markets shows how hard it has become to find genuine safe havens.
Potter's picks: 4 fund managers for income
Gary Potter, who runs a 'multi-manager' fund that invests in other funds, has picked out four fund managers with comparatively small assets but, he believes, a lot of potential.
'We don't want bonds & defensives are pricey'
A fund manager explains why he has a a third of his investors' money in cash. Also why emerging markets struggle to keep up with the US.
Ruffer: the possibility of a '1994 moment' is a real threat
The team behind the Ruffer Investment Company fear May may not be a one off and that investors could lose money in both shares and bonds as interest rates rise.
How to survive a bear bonds market
Bonds form an important part of people's pension savings. Last month's crash marks an end to the bull (rising) market the asset class has enjoyed. What should investors do?
Turkey: 'guns and firing in the street' draws investors
Jason Pidcock says 'guns and firing in the street' can present buying opportunities for investors, but other fund managers are more cautious.
Woolnough snaps up risky bonds and shares in sell-off
Proportion of £14.5 billion M&G Optimal Income fund invested in shares taken to record high as bond market hit by Fed fears.
Hiding in cash: Jupiter Second Split's self-inflicted wounds
Jupiter Second Split is one of my most disappointing investments - not because it is the worst performing, but because I cannot see any light at the end of the tunnel, writes James Carthew.
Shares the pros are buying and selling
A round-up of interesting trades by professional investors in Ncondezi Coal (NCCL.L), NCC Group (NCCG.L), Workspace Group (WKP.L), STV (STVG.L) and PV Crystalox (PVCS.L).
Bill Gross: five reasons why QE is failing
Donning his market stethoscope, PIMCO's bond star says zero-bound interest rates and QE are becoming as much of the problem as the solution and starving investors of oxygen.
Ignis’ A-rated Bowie slashes financials exposure to historic low
Ignis Asset Management’s bond fund manager Chris Bowie cut his financials exposure to its lowest level ever and warns of the dangers in the latest ‘Cocos.’
The case for putting Majedie Investments out of its misery
Why am I not a fan? Let us start with the investment trust's performance record, writes James Carthew.
Diary of a Dumb Investor: I’m investing in the North Sea
I'm an investment vulture and two of the City's top investors have brought down some juicy-looking prey.
Fund managers fear Japan will lose control
Bank of Japan governor Haruhilo Kuroda insists he will keep control of Japan's restive government bond market. Fund managers are sceptical.
Beagles buys miners for the first time since 2009
Clive Beagles, manager of the JOHCM UK Equity Income fund, explains why he has turned to Glencore and Polymetal after a four-year gap.
Woodford 'more cautious' as markets disconnect with reality
Neil Woodford, star fund manager of the Edinburgh investment trust, delivers another good year of performance but expresses concern at the state of stock markets and the economy.
GlaxoSmithKline (GSK): defensive has-been or income stalwart?
Fund managers are divided over the attractions of GlaxoSmithKline, which has underperformed a soaring FTSE 100, but offers a secure dividend yield of 4.4%.
Old Mutual UK Select Smaller Companies
Why private equity looks good after a strong run
Andrew Lebus of Pantheon International Participations, an investment trust that invests in private equity funds, argues why the sector deserves a place in investors' portfolios.
No fools here: April’s batch of the best fund managers
With the performance figures from April now in and analysed, we bring you our latest pick of the Citywire-rated fund managers.
Arigatou Japan! What happens next to the Nikkei?
After partying hard for the last few weeks, investors woke up to a splitting Japanese hangover this morning. Through the haze investors still see potential in the nation's stockmarket.
Shares the pros are buying and selling
We look at five share trades by professional investors in Weir, Fairpoint, Charles Taylor, Hummingbird Resources and Globo.
The Accumulator: 'Reduce bonds, buy Asia'
Helping you to make sense of markets, our weekly roundup of what the best fund managers are telling us.
Sipp Investor: where I'm investing my spare cash
Although still concerned about the strength of the market rally, Robert Kyprianou has used some cash on new investments.
Investors race to grab unregulated Jockey bond
Strong demand for the Jockey Club's 'mini' bond is raising concerns over whether the public understands the risks of such investments.
Small stock-picking trust generates big returns
A long-held conviction in Japan helped Edinburgh Partners Global Opportunities become the best-performing global generalist fund over the past year, writes James Carthew.
The Expert View: Dixons, 3i Group, AZ Electronic
A roundup of some of the best analyst commentary on shares, including Afren and Amlin.
North Sea oil & gas revival lures AXA’s Thomas
Citywire AAA-rated manager of AXA Framlington UK Select Opportunities fund advises investors to use their 'ears and eyes', not just spreadsheets.
A high risk investment trust for diverse frontier markets
Investment trust expert James Carthew analyses the high risk BlackRock Frontiers trust.
Investment trust videos
Why Glaxo and Vodafone will find themselves on O'Neill's sell list by Sarah Miloudi
Why private equity looks good after a strong run by Sarah Miloudi
Garrett Fish: what would be even better than the iBond by Sarah Miloudi
Scottish Mortgage: harness the disruptive power of technology by Gavin Lumsden
Henderson's Hermon backs Bramson's move on 3i by David Sandham, Gavin Lumsden