We’ve delved into our Fix the Future database to find the 10 Asian companies attracting the most interest from the world’s best fund managers.
Fund Managers
Why managers should only buy 5 stocks… and why they shouldn’t
The ‘best ideas’ approach to stock selection is rollicking for returns but ruinous for careers.
David Eiswert: The contrarian who is comfortable being uncomfortable
The T Rowe Price manager and member of our equities elite discusses puppies, Pelotons and boiled frogs.
A life in fund management: Richard Pease
‘In years to come, one will look back and wonder what all the fuss was about and what a great time to buy it was’: Crux’s Richard Pease looks back on his career and gives his assessment of current markets.
De-globalisation, ESG and money printing: investors’ inflation strategies
VIDEO: Key decision-makers from major private banks explain why structural inflation is here to stay and how they are adjusting their portfolios accordingly.
The ESG issue M&G feels is ‘under-appreciated’
‘Water is the one resource you can’t make’
Dos and don’ts for fund managers in pitch meetings
Follow the example of the UK’s Queen to make rapid connections in meetings, says our columnist, who lays out rules for fund managers hoping to impress consultants and clients.
Revealed: The 10 favourite shares of the world’s best fund managers
After some epic number-crunching, Fix the Future can reveal the 10 shares most popular with the world’s best fund managers.
How one elite growth manager dodged the blow-ups
JP Morgan’s Felise Agranoff has relied on a mixture of differentiation, pruning and knowing when to build positions to deliver consistency and avoid the worst of the value rotation.