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Patrick Collinson

Ride on Japan’s discounted cycle

30 August 2010 | By Patrick Collinson, Personal finance editor, The Guardian

Martin Currie’s Claire Marwick reckons Japanese stocks are ripe for the picking as the sector hits the bottom of the performance tables and multinationals are on cheap valuations.

Cheap but durable? Suits him, sir!

23 August 2010 | By Patrick Collinson, Personal finance editor, The Guardian

A rummage among the stocks in Rathbone Global Opportunities bears out its manager’s claim that it is an aggressively managed, high-conviction portfolio of undiscovered growth stories.

Is Britain really turning Japanese?

16 August 2010 | By Patrick Collinson, Personal finance editor, The Guardian

Debt markets tell us more about the world than equity markets, and M&G’s Mike Riddell says they reveal a grim picture. Are America, Britain and Europe going the way of Japan, he wonders.

World homes in on ‘Treasure Island’

9 August 2010 | By Patrick Collinson, Personal finance editor, The Guardian

If London is the prime place on the planet to own a home, why, wondered Naomi Heaton, do advisers give residential property so little attention? She founded London Central Portfolio.

Peak time on Russia’s rollercoaster

2 August 2010 | By Patrick Collinson, Personal finance editor, The Guardian

As perhaps the most volatile of the major emerging markets nears full recovery from its 80% plunge, stocks are cheap and JP Morgan Russian Securities is backing domestic consumers.

Boldness keeps the barbell swinging

26 July 2010 | By Patrick Collinson, Personal finance editor, The Guardian

BlackRock UK Income has so far avoided the pitfalls that afflict many so-called barbell funds after its manager, Nick McLeod-Clarke, took a decision last year to move out of defensives.

‘Farmer’ has an F word for growth

19 July 2010 | By Patrick Collinson, Personal finance editor, The Guardian

With another 2.7 billion mouths to feed in the world by 2050, the manager of Baring Global Agriculture is fairly sure price pressure on farming-related products will be only one way - up.

Betting on a bearish view of banks

12 July 2010 | By Tony Levene

A minority of people in the bond market say that a few banks will be allowed to go to the wall “to encourage the others”. If they are right, it will be good news for M&G Optimal Income investors.

Playing off little against large

5 July 2010 | By Patrick Collinson, Personal finance editor, The Guardian

While some big income managers are ignoring small caps, the manager of Chelverton UK Equity Income is expecting a 6% yield from the 65 small and mid caps in his portfolio.

Scientist seeks overseas chemistry

28 June 2010 | By Patrick Collinson, Personal finance editor, The Guardian

The manager of Fidelity UK Aggressive, a chemistry graduate, applies a methodical approach to investing, preferring stocks with overseas exposure, especially in Asia and eastern Europe.

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