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Jones: would be playing cricket if not managing a real estate fund |
Double opportunity
With a decade of experience in real estate investments, Ben Jones now combines property with fixed income to offer long-term investors security as well as growth. He talks to Nick Reeve
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Stewart: any economic growth in 2010 is likely to be muted |
Time to take stock
Iain Stewart tells Nick Reeve that his investment approach is clearly focused on the now, but that a long-term outlook is also required when selecting the highest quality global equities available
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Harker: recommends buying large cap stocks over small caps |
Manufacturing good results
Nick Reeve speaks to GLG fund manager Stephen Harker about the merits of the Japanese markets, turning a profit from technology, and the prospects for the UK economy
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Turnill: the budgets of western economies is a cause for concern |
If the price is right
BlackRock’s head of global equity Richard Turnill reveals where he stands on the economic recovery, the undervaluation of the equity markets and retiring to windsurf in Cornwall
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Hindle: rates alternative assets as a short-term investment |
Offering assurance
Mark Hindle discusses the benefits of starting up an investment fund, the impact of the financial downturn on the market, and the dream of working on a boat – even if he doesn’t get paid
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Fishwick: interesting times ahead |
Chaos management
Although Ian Fishwick was thrust into managing funds at Fidelity at the start of the credit crunch, he has faced the most exciting challenges of his career so far, he tells Nick Reeve
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Nickols: policymakers must be careful not to choke off a recovery |
Small cap fund with big ideas
Old Mutual Asset Managers’ Dan Nickols tells Nick Reeve about bypassing the lows of the recession, the possible dawn of a new bull market and opportunities in emerging markets
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Wythe: The UK could be the first property market to begin a recovery |
Building real returns
John Wythe discusses the ups and downs of commercial property, explains the appeal of regional shopping centres and offers his views on the likely recovery of the domestic market
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MacDonald: potential growth makes it an exciting time for global equities |
Beating the benchmark
RCM’s Lucy MacDonald tells Owen Walker about the eventual upturn in equities markets, mentoring the next generation of investors and the potential returns to be had from the Chinese insurance sector
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Rutherford: Investors must stay cautious and be healthily cynical |
Expect the unexpected
James Rutherford talks to Owen Walker about recognising growth companies, the need for rationalism over optimism and the inevitable increase of regulation in the financial sector
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Zimmermann: ecological stocks will flourish when credit markets normalise |
Ecologically economical
Christian Zimmermann, manager of Pioneer’s global ecology fund, explains to Owen Walker why there’s much more to investing in positive ESG companies than solar panels and wind turbines
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Smith: having a definitive valuation in mind when investing is crucial |
Rising to the tasks ahead
Jeremy Smith, UK equity fund manager at Neptune, discusses the joys of working for a smaller firm, the importance of locking in performance and new opportunities in the structural growth sector
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