PA Podcast: Earnings momentum and a case for conventional bonds
Ben Gutteridge, head of fund research at Brewin Dolphin discusses everything from caution on earnings momentum to geopolitics and makes a case for conventional bonds
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Latest Stories
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Finsbury Growth & Income weighs up ‘tactical opportunities’ in UK stockmarket
Manager Nick Train looks to deploy cash into ‘one or two’ new holdings
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‘More than we imagined’: Ark Invest Europe reflects on Rize deal
Ark Invest Europe head and co-founder of Rize ETF Stuart Forbes sat down with Portfolio Adviser to reflect on Ark’s first year in Europe
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Royal London revamps governed portfolio range
Simplifies options and adds a 100% equity offering to range
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Ouajnat Karim becomes new CEO of AXA IM UK
She was appointed COO and global head of oversight earlier this year, and now takes charge from outgoing CEO Marcello Arona
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Fidelity International to adopt FCA Sustainability Focus label for three funds
Label will apply to Fidelity’s sustainable UK, global and European Equity funds
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Rathbones hires analyst to multi-asset team
Emma Letheren joins from RBC Capital Markets