News by: Matthew Goodburn
Marlborough's Giles Hargreave: my micro share tips
Manager of the Marlborough UK Micro Cap Growth fund explains why he's still hanging onto his 13% cash holding.
Evy Hambro 'thoroughly disappointed' by gold mining stocks
BlackRock Gold & General manager saw gold gain nearly 10% last year, while gold miners lost 15%, bucking the historical trend.
BlackRock Gold & General
BlackRock Gold & General manager Evy Hambro admitted to being has been 'thoroughly disappointed' by the poor performance of listed gold equities over the past few months but still believes the catalysts for positive reratings are in place.
Marlborough UK Micro Cap Growth
Marlborough UK Micro Cap Growth fund manager Giles Hargreave is sitting out the current volatility as he believes the market may have further to fall.
Threadneedle's Harrison: defence and growth in my 'all-weather' portfolio
Leigh Harrison, manager of the Threadneedle UK Equity Income fund, explains how he's balancing defensive stalwarts with some growth picks.
Chart of the Day: 4 views on the US economy
A look at the relative health of four of the key US economic indicators.
Gold's poor showing perplexed us, says Newton's Stewart
Iain Stewart, manager of the Newton Real Return fund, a pick of Citywire Selection, admits: 'Our gold exposure was awful in 2011 and it is perplexing.'
Newton Real Return
Newton Real Return manager Iain Stewart has been disappointed by the performance of corporate bonds and gold positions within the £5.5 billion fund over the past 12 months that saw the fund produce flat performance.
iShares S&P 500
We run the rule over our passive pick to access the US stock market, the iShares S&P 500.
Citywire Selection: our fund tips that fought back
We review the performance of the 20 worst performers from our Citywire Selection fund recommendations last year and see which have bounced back.
Russian firms slowly embracing dividends, say JPM managers
'It is slow progress, but we think there will be further opportunities to see a better dividend yield,' say Oleg Biryulyov and Sonal Pandit, managers of the JPM New Europe fund.
HgCapital Trust
HgCapital Trust has remained cautious on new investments over the past 18 months but took the opportunity to add German stock Qundis to the portfolio in recent days.
Fidelity's Liu reveals how he's tapping Chinese growth
Chinese social media and leisure stocks will gain as China's economy becomes more domestically oriented, says Fidelity South East Asia manager Allan Liu.
Martin Currie fined £8.6 million for China failings
The investment manager has been fined £3.5 million and $8.3 million respectively by UK and US regulators over failings relating to three unlisted investments the firm made in China back in 2007.
First State Global Resources
First State Global Resources fund manager Joanna Warner is wary that geopolitical risks, particularly in the Middle East , will sustain high oil prices and put further pressure on global growth and the margins of mining companies.
JPM New Europe
JPM New Europe managers Oleg Biryulyov and Sonal Pandit believe a dividend culture is slowly starting to take root in Russia as a focus on stronger corporate governance gains traction.
Citywire Selection Watchlist: Jupiter Japan Income
Jupiter Japan Income fund manager Simon Somerville has been increasing his exposure to Japan's exporters and housebuilders as he looks to take advantage of a weakening yen and the post tsunami rebuilding programme.
Fidelity South East Asia
Fidelity South East Asia manager Allan Liu has been increasing his exposure to domestic facing companies in China, as the country continues its gradual shift away from an export-focused business model to a domestic one.
Ignis Argonaut European Alpha
Ignis Argonaut European Alpha fund manager Barry Norris thinks the European Central Bank will have to instigate further monetary stimulus as global growth slows, despite deeming its liquidity initiative a success.
Premium on US stocks 'unsustainable', says Robin Hepworth
'We think we can find better, cheap stocks elsewhere', argues the manager of the Ecclesiastical Amity International fund.