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Defence, railway stocks expensive; Tata fund manager says 'difficult to make money at these valuations'

Earnings are expected to turn out better for consumer companies this year as margins were impacted in the last one year over high commodity prices ....

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EdenTree's Clark: Investors are looking for authenticity

CEO of EdenTree Investment Management Andy Clark talks about growing the brand, the future of the boutique and the importance of "authenticity". ....

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Tyndall IM's Odd and Murphy: Fighting the homogenisation of asset management

Tyndall IM s Odd and Murphy: Fighting the homogenisation of asset management
Events
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Setting up a different approach to investing
Alex Odd and Simon Murphy of Tyndall Investment Management
CEO of Tyndall Investment Management Alex Odd and manager of the Tyndall Real Income fund Simon Murphy talk to Mike Sheen about their vision for taking on the established order of the UK asset management industry. ....

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Liontrust's Michaelis: Our sustainable investing should never be mainstream

Liontrust's Peter Michaelis talks about the themes for the future, how going green does not mean you need to sacrifice returns and why this. ....

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Artemis' Bonthron: Being different is good, being right is key

Artemis Bonthron: Being different is good, being right is key
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Creating transformational change with Positive Future fund
Craig Bonthron of the Artemis Positive Future fund
Portfolio manager of the Artemis Positive Future fund Craig Bonthron talks to Investment Week about the philosophy of the new launch, the importance of being different and the impact of Covid-19 on the drivers of innovation.
In the autumn of 2020, Craig Bonthron, Neil Goddin, Jonathan Parsons and Ryan Smith departed Kames Capital to join Artemis, with the intention of launching and co-managing global equity funds with a focus on positive impact. ....

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