Giles Hargreave: 20 years of small cap investing (July 2018)

Giles Hargreave: what I’ve learned in 20 years of small cap investing Citywire AAA-rated Giles Hargreave marked 20 years managing the Marlborough Special Situations fund on 1st July. Here he shares the key lessons he has learned about investing in small caps over the past two decades. The UK’s smaller companies market can provide a […]

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Giles Hargreave: what I’ve learned in 20 years of small cap investing (July 2018)

Giles Hargreave: what I’ve learned in 20 years of small cap investing Citywire AAA-rated Giles Hargreave marked 20 years managing the Marlborough Special Situations fund on 1st July and has achieved an annualised return of just over 19%. Here he shares the key lessons he has learned about investing in small caps over the past […]

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Q&A Marlborough Far East Growth (March 2018)

Why investors should look east for opportunities Sally Macdonald, Marlborough’s Head of Asian Equities, marks five years of managing the Marlborough Far East Growth Fund with an assessment of Asian equity markets and the opportunities they offer. How would you assess the outlook for Asian equities? “The outlook for Asian equities is pretty positive. Valuations […]

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Q&A Marlborough High Yield Fixed Interest – January 2018

Q&A Marlborough High Yield Fixed Interest: an income-focused bond fund managed by a large and experienced team Steven Logan, Co-Manager of the Marlborough High Yield Fixed Interest Fund, explains why he believes the macroeconomic backdrop is ideal for bonds and how in-depth research helps his team to manage risk and maintain an attractive income for […]

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Multi-Cap Growth – Four long-term growth trends to help defy UK uncertainty (December 2017)

Making the right calls on short-term macro-economic themes and their impact on asset prices is notoriously difficult. For those investing in UK equities, such calls have been made all the more difficult because of unpredictability around Brexit, a fragile government and the first moves to begin to normalise monetary policy. However, identifying secular growth trends […]

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