A good time to invest in small companies – Marlborough Funds’ Graham Bentley
Now is still a good time to invest in small cap companies, argues Graham Bentley, on behalf of Marlborough Funds.
Now is still a good time to invest in small cap companies, argues Graham Bentley, on behalf of Marlborough Funds.
Specialist credit investments with a low sensitivity to interest rate moves is key to matching longevity with low volatility, argues Matthew Lamb, head of institutional and fund distribution (UK and Middle East) at GAM.
Andrew discussed the changes that were made to the UK pensions and QROPS rules in 2014, as well as the planning opportunities the new rules present to advisers and their clients.
As investors the world over seek to mitigate downside risk while simultaneously generating growth, Philip explained how investing in a carefully targeted blend of UK value and UK smaller company stocks provides an attractive solution. He also showed why he believed we are at the beginning of multi-year period of small company outperformance.
Alfred provided an update of the residential property market in Australia and its current outlook. He analysed the issuance of RMBS and argued the case that investors should consider them as a superior method of access to the domestic Australian property market.
Drawing on Canaccord Genuity Wealth Management’s 15-year track-record of managing funds for international investors, Andy demonstrated the importance of adopting an active approach to asset allocation by reviewing what, if any, lessons we can learn from history, both recent and long-term.
Emerging markets have been disliked for many good reasons for the past few years and while they may still hold the greater equity risk, Ashburton’s head of asset allocation Tristan Hanson suggest this is where bargain hunters should focus their attention.
The UK care home market is undoubtedly a niche one but it still throws up plenty of opportunities for those investors looking for sustainable levels of income – and it is so much more than a play on property.
Financial advisers are the real winners in the wake of the UK’s Retail Distribution Review, according to Brooks Macdonald International’s Darren Zaman.
A property allocation should not be a straight shoot-out between real estate securities and bricks and mortar though any combination of the two still needs to consider their differences in liquidity and similarities in correlation.
Derek Chambers, chairman of Cornhill Management.
John Botham, global equities product director at Invesco Perpetual.