Profiles & Comment
Investment | 24 Jan 17
Talib Sheikh on the bespoke nature of JPM AM’s income fund
The co-managers behind JP Morgan Asset Management’s flagship Global Income Fund build customised, income-orientated ‘sleeves’ with the aim of delivering an attractive yield and capital appreciation to boot.
Investment | 5 Dec 16
Trump victory shines light on infrastructure
Donald Trump’s surprise victory in the US presidential election has moved infrastructure investment to the top of the agenda in Washington. But should investors follow suit?
Profiles & Comment | 17 Nov 16
Cerno Capital’s James Spence on his Asian adventure
With a mistrust of global macro managers and concerns over an economic cycle ‘de-fanged’ by central banks, Cerno’s co-founder is drawing on his ‘apprenticeship’ in Asia to inform his current investment choices.
Forth Capital’s Tracy on why it was time to leave Dubai
Forth Capital founder and chief executive Tom Tracy explains the firm’s departure from Dubai and its plans to pivot towards its most profitable and new markets.
Don’t underestimate the US growth engine – Slater
Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so