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Anthony Srom’s high conviction approach to investing
Anthony Srom’s high conviction approach to investing

Lockdown might be easing throughout the country, but it has done significant damage to the global economy and our economic future looks bleak. As we come out of the coronavirus pandemic, a recession seems inevitable, but questions about how long it will last and how deep it will be remain. The global economic impact of

Teera Chanpongsang finds future winners as Asia bounces back
Teera Chanpongsang finds future winners as Asia bounces back

With bullish statements from the Beijing government about China’s economic outlook, the Far East has been showing signs of a sharp V-shaped recovery from the coronavirus crisis. As the first region to be hit by the virus, market watchers have taken a keen interest in how it fares for broader indications about the global economy.

Why Julian Fosh backs engineering specialist IMI
Why Julian Fosh backs engineering specialist IMI

Like many funds with a longterm approach, Liontrust’s UK Growth Fund has been cautious over recent months as they ride out the extraordinary volatile stockmarket conditions caused by the even more extraordinary global COVID-19 pandemic. But his fund has taken a position in IMI, taking advantage of the general market sell-off. IMI is a highly

Resilience is key in riding out COVID volatility, says Nick Train
Resilience is key in riding out COVID volatility, says Nick Train

Over a long career spanning almost 40 years, British fund manager Nick Train has seen more than one crisis come and go. But even a seasoned investor like Nick, who heads Finsbury Growth and Income, says that the challenges posed by the current COVID-19 crisis are as extraordinary as any he’s witnessed. His view of

Aziz Hamzaogullari’s strategy of patience
Aziz Hamzaogullari’s strategy of patience

Aziz Hamzaogullari has been the manager of the Loomis Sayles Growth Fund (LSGRX) since 2010 and claims that he has made it one of the most profitable mutual funds of the year by sticking to his long-term strategy. Hamzaogullari has stated that he only looks for stocks with sustainable growth over a long period that

Gordon Fraser looks beyond China to new emerging markets
Gordon Fraser looks beyond China to new emerging markets

Many investors, particularly when just starting, can be nervous when it comes to emerging markets. Funds that invest in the potential future engines of global growth tend not to feature in most portfolios. There’s still a perception that emerging markets are only for the brave. This might have been the case 20 years ago, but