Alastair uses his distinctive contrarian equity investment process and combines it with primarily bonds, but also gold and cash, in the Elite Rated Investec Cautious Managed fund. His aim is for the equity portion to drive the fund’s long-term performance, while the fixed income portion reduces volatility.
Read more about Investec Cautious Managed and Investec UK Special Situations fund
Jonathan Platt, manager of Elite Rated Royal London Corporate Bond fund, explains why government bond yields reflect a degree of pessimism he doesn’t share, why unrated bonds are not necessarily risky, why central bankers are worried about recession and what advice he’d give the new governor of the Bank of England.
From the luxury of Louis Vuitton to the discomfort of Ryanair - voted the UK's worst brand for customer service – Niall Gallagher, manager of GAM Star Continental European Equity, talks us through his investments. Niall also tells us why he wouldn't want to be governor of the Bank of England, why talking to former employees gives to extra insight...
Tesco has been under pressure from competitors Aldi and Lidl for sometime. But Richard Hallett, manager of Marlborough UK Multi-Cap Growth fund, believes its outlook is more positive in the short term. With every little helping in investment terms, he tells us why he is willing to take the chance on the company and explains why he tends to avoid...