Profile
Investment | profile 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 | profile 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.
European risk and the spectre of a post-Brexit domino effect
Smith & Williamson’s Philip Lawlor talks about how GDP, QE and Brexit have raised the risk profile of Europe and the spectre of a domino effect.
Investment | profile 19 Oct 16
Fidelity’s Dan Roberts on the global hunt for income
Dan Roberts runs Fidelity’s Global Dividend Fund with a steady eye on the long view, he aims to deliver a low-stress investment experience for unitholders.