152. What investors are missing with BP and Shell
Anthony Cross has managed the Liontrust Special Situations fund since its launch in 2005. In this...
Posts by James Yardley
Investment committee conversations
China and India were the topic of conversation in one of our investment committee meetings this...
An insight to global markets with JP Morgan Asset Management
Jai Malhi, global market strategist at JP Morgan Asset Management, gives us an update on global...
146. Why a small population can help a company grow
David Walton, manager of Marlborough European Multi-Cap fund, tells us why so many European...
Investing in Asia: inflation, supply chains and dividends
In this interview we catch up with Edmund Harriss, co-manager of Guinness Asian Equity Income, to...
143. How mother nature helps and hinders insurance
“Insurance is a get rich slow kind of an industry” says Nick Martin, manager of Polar Capital Global...
Intangible assets: the basis of a sustainable competitive advantage
Anthony Cross, manager of Liontrust Special Situations, talks to us about intangible assets, a key...
Liontrust’s ‘Economic Advantage’ process explained
In 1997, fund manager Anthony Cross published the ‘Cross Report’ which evolved into the...
Active funds double returns of passives
In the chaotic sell-off of the global pandemic, and subsequent rebound, active managers outperformed...
119. Why the average Indian consumes 3.5 times as much data as the average Brit
There are a number of long-term structural growth themes in India. From a base of almost zero, the...
Pan-European Investments: from Russia to Germany
Ben Griffiths, manager of T. Rowe Price European Smaller Companies Equity talks us through the...
Fund Management Equity Index 2021
Baillie Gifford knocks Morgan Stanley off the top spot Having been there or thereabouts for the past...
115. UK small caps: making money from toilet rolls, spectacles and Hollywood films
Paul Marriage, co-manager of TM Tellworth UK Smaller Companies, talks to us about how the UK’s small...
108. How to make money when everyone else is losing it
Mike Riddell and Kacper Brezniak tell us why they believe most strategic bond funds behave like...
102. Americans: repairing, remodelling and ready to vote
Hugh Grieves, co-manager of LF Miton US Opportunities, tells us about the stocks that have...