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Investment Notes

Read the latest updates from our fund managers, including market views, fund positioning and stock stories.

Manager UpdatesDateAuthorAsset ClassDownload
European View - Reasons to be CheerfulApril 2013Ian OrmistonEuropean EquitiesDownload PDF
European View - Europe 2013: The long and winding roadDecember 2012Ian OrmistonEuropean EquitiesDownload PDF
European View - Redemption SongSeptember 2012Ian OrmistonEuropean EquitiesDownload PDF
Absolute returns from fixed income – a pragmatic approachAugust 2012Chris FellinghamFixed IncomeDownload PDF
European ViewJuly 2012Ian OrmistonEuropean EquitiesDownload PDF
ArgonauticaJuly 2012Oliver RussArgonaut Capital PartnersDownload PDF
European ViewJune 2012Ian OrmistonEuropean EquitiesDownload PDF
ArgonauticaJune 2012Oliver RussArgonaut Capital PartnersDownload PDF
European ViewMay 2012Ian OrmistonEuropean EquitiesDownload PDF
ArgonauticaMay 2012Oliver RussArgonaut Capital PartnersDownload PDF
European ViewApril 2012Ian OrmistonEuropean EquitiesDownload PDF
ArgonauticaApril 2012Oliver RussArgonaut Capital PartnersDownload PDF
Ignis Absolute Return Government Bond Fund: a year in review April 2012Russ OxleyRates teamDownload PDF