Fund Focus

Six stocks and funds to play the big data theme

Six stocks and funds to play the big data theme

David Prosser outlines some of the top companies and funds to take advantage of the potential of big data, with the US leading the way.

Big data specialists are piling up the profits

Businesses that help firms interpret and gain competitive advantage from the mass of data being collected on consumers are attracting investors.

Fund profile: JPMorgan Europe Dynamic ex UK

Fund profile: JPMorgan Europe Dynamic ex UK

Marking its 10-year anniversary, manager John Baker reveals how he plans to steer JPM Europe Dynamic ex UK through turbulent European markets.

Five funds to invest in a low-carbon economy

Five funds to invest in a low-carbon economy

John Ditchford at Barchester Green picks five funds that seek out opportunities for long-term growth in successful companies that are tackling major social and environmental issues.

Fitful stockmarkets fail to impede progress in Growth Portfolio

Fitful stockmarkets fail to impede progress in Growth Portfolio

Mick Gilligan, manager of our Growth Portfolio, explains how the positive influence of the dollar on some holdings has outweighed the negatives.

Stockmarkets take a bath in Tactical Asset Allocator

Stockmarkets take a bath in Tactical Asset Allocator

Infrastructure could provide safe haven while investors hold on for recovery, suggests Ceri Jones, with 3i Infrastructure added to the portfolio.

Leaders and laggards - Model Portfolio October 14 update

Leaders and laggards - Model Portfolio October 14 update

Helen Pridham outlines the two best and worst-performing holdings in our income-oriented and growth-based Model Portfolios.

Outperforming the FTSE All-Share: Model Portfolio October 14 update

Outperforming the FTSE All-Share: Model Portfolio October 14 update

Helen Pridham explains why Money Observer's 12 Model Portfolios have all beaten the FTSE All-Share index over the third quarter.

Viewpoint: Small cap M&A set to take off

Viewpoint: Small cap M&A set to take off

Henry Lowson, manager of the Axa Framlington UK Smaller Companies fund, outlines why he believes the stage is set for small caps to flourish.

Weak data has Europe looking pricey

Weak data has Europe looking pricey

European funds have underperformed this year, as high valuations and weak growth have driven investors away. Do they still offer value?

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