Driverless cars, robots and artificial intelligence maybe exciting investors and non investors alike, but the real growth in tech stocks is coming from the slightly more mundane activities of these companies, such as share buybacks and management decisions, argues Walter Price, manager of IC Top 100 Fund Allianz Technology Trust (ATT). He tells deputy personal finance editor Kate Beioley why this is the case, how he has repositioned his portfolio to benefit from it and the tech companies he thinks will reap the rewards for investors.
OTHER STORIES IN THIS ISSUE
Brexit uncertainty maybe looming but a place investors can turn to for contrarian value is the Alternative Investment Market (Aim) – or so argues Paul Mumford, manager of Cavendish Aim Fund (GB00B0JX3Z52). He tells personal finance writer Emma Agyemang why he doesn't think Brexit will affect his shares "too much at all," the sectors and companies on Aim he thinks will deliver, and how he picks his winners.
This week's tip highlights a fund which invests in an area typically associated with high risk growth, but looks well placed to provide an attractive income with lower volatility than some of its peers. And although the fund is relatively new, its manager is not - he has already demonstrated his ability to deliver strong total returns.
We all know inflation means higher petrol prices and a more expensive supermarket shop, but do you know what it means for your investment portfolio? In our latest IC Questions podcast, Kate Beioley looks at the funds to hold and the assets to ditch to inflation-proof your portfolio, and asks whether now is the time to take action.
Trying to pick funds which consistently outperform is not the easiest task but consulting FundCalibre's annual Fund Management Equity Index, which ranks asset managers according to the outperformance of their funds, might help. Emma Agyemang finds out which asset managers top the tables and why this isn't the only thing you should consider when choosing a fund.
Multi-manager investment trust Witan (WTAN) is adding an eleventh underlying manager to run an emerging markets equities portfolio – one of the same managers that rival Alliance Trust (ATST) is proposing runs part of its portfolio. But Witan's chief executive explains why they are not following Alliance Trust, and explains their reasons for adding to emerging markets and how they have altered the trust's geographic allocation.
In our latest personal finance podcast the team discuss the risks and rewards of investing in European equities with Tim Stubbs, independent investment consultant at TS Investments. They also consider whether you should join the rush into commodities and highlight some funds with which to exploit value.
Our podcast is now available across five different distribution channels to allow you to access it in the most convenient way. Find us on Soundcloud, Acast, Audioboom, Stitcher and iTunes.
This week's Portfolio Clinic features an investor who wants his portfolio to cover retirement costs such as long-term care. Our experts explain why it would make sense to reduce his risk and emerging markets exposure if he wants to meet his aims.
Do you have a personal finance problem? Or want to know more about something in this week's personal finance pages? If so let us know by getting in touch with leonora.walters@ft.com, kate.beioley@ft.com or emma.agyemang@ft.com.
