Mark Dampier in The Independent
Each Saturday, Mark Dampier, our Head of Research, writes a fund or sector report for The Independent. These articles will provide a valuable insight into Mark's favourite funds and the outlook for some of the key investment sectors. View Mark's latest articles below.
Lazard Emerging Markets
Jun 6, 2009
This week I’m going to start by beating you over the head with some facts. Emerging markets represent approximately 75% of the global land mass and over 80% of its population. One in every five people in the world is…
Trojan Income
May 16, 2009
I always find it interesting to meet promising fund management houses that probably aren’t on the radar of the average investor. A good recent example is Troy Asset Management, which has quietly been building a good reputation with their fund…
Artemis Strategic Assets
May 2, 2009
These days I doubt many investors will recognise the name of William Littlewood, but in the UK he was the star fund manager of the 1990s. He’s also probably the best fund manager I have ever met. To give you…
Standard Life UK Equity High Income
Apr 25, 2009
Equity income funds have traditionally been among the most popular areas for UK investors. The best known managers such as Neil Woodford at Invesco Perpetual and Adrian Frost at Artemis tend to hog all the press coverage (indeed I’ve mentioned…
SVM UK Absolute Alpha
Apr 11, 2009
I hardly need to say what a dire decade this has been for the UK stock market. We have now had two falls of 50% in the stock markets and many investors have become disillusioned. That said, the further the…
Standard Life UK Equity Recovery
Apr 4, 2009
I think it is fair to say that Standard Life Investments’ UK equity team generally had a poor year in 2008. This was due in no small part to their exposure to banking shares. However, rather than cower in their…