Equities
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April, 2013
Active on the equities front
Simon Brazier, Head of UK Equities, Threadneedle Investments. Simon Brazier of Threadneedle on how fluctuations in market conditions can provide growth opportunities for active investment managers. For the last 12 years equities have struggled to regain the peak seen at the height of the technology bubble in 2000, despite the steady growth in corporate ...
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April, 2013
Driven by dividends
Piers Hillier, Head of Overseas Equities, Kames Capital. Piers Hillier of Kames Capital explains why a global equity income approach is attractive for pension funds. I can think of few investments better suited to a pension fund than to profit from the powerful compounding effect of reinvested dividends. This can be achieved by investing in a portfolio ...
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April, 2013
Running the winners and cutting the losers
Gianmarco Mondani, Investment Director for Non-Directional Equity, GAM. Gianmarco Mondani, GAM’s investment director for non-directional equity, explains how earnings revisions can be used to generate sustainable alpha. Although the world’s global economic problems appear to have eased for the time being, long-term solutions remain evasive – ...
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April, 2013
Cherry picking season
Henry Boucher, Partner, Sarasin. Achieving good returns from equities may need more than a favourable economic tide. Henry Boucher of Sarasin discusses the benefits of using a thematic approach to find investment opportunities. Five years of zero interest rates, trillions in asset purchases, unlimited lending facilities for banks and a commitment to ...
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April, 2013
Equities – handle with care
Matthew Craig, LAPF Investments. Investing heavily in equities is a bit like driving a high performance sports car; when it’s good, it’s very good, but when things go wrong, they can go very wrong, very quickly indeed. This lesson was brought home to many pension fund investors, including local authority funds, in the last few years. The “Great ...
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