Fund manager profile: aberdeen’s Maclean on the enduring value of the Dunedin Income Growth trust
Investment director Rebecca Maclean talks about why the trust is measuring up in turbulent markets due to its quality approach setting a high bar
Author: Cherry Reynard
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Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
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Analysis: Are fortunes improving for multi-asset funds?
As interest in the magnificent seven and MPS wobbles, and tax changes are introduced, many believe now is the time for conventional multi-asset funds to shine again
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Fund manager profile: Barings’ Omotunde Lawal on busting myths on EM credit
Despite widespread misconceptions, the emerging corporate credit market is ‘more of a teenager than a baby’, and with that maturity has come more stability and more opportunity
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Fund manager profile: Man Group’s Jack Barrat on rewriting the script on value
Value investing has become a byword for underperformance, but the Man Group portfolio manager – through his ‘unobvious contrarianism’ approach – is determined to change that
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Analysis: Is the game up for active management?
Only 31% of active managers outperformed a passive alternative in 2024
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The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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Fund manager profile: Cohen & Steers’ Jason Yablon on the reit move
Following a period of ‘hunkering down’, the head of listed real estate explains why he is hopeful the commercial property sector is on the way up as we head into 2025
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Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
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Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
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Fund manager profile: Jupiter’s Adrian Gosden on why the tide is turning
A move to Jupiter in January to manage its UK equity team was fortuitous timing as investors start to reassess the value found in the UK market