The UK needs patient capital but Neil Woodford is not the man to deliver it
Other fund managers are starting to reap the rewards of this much-needed area of domestic investment
Other fund managers are starting to reap the rewards of this much-needed area of domestic investment
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New mutual funds launched in China attracted $389bn in 2020, up 90% on 2019
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‘If you buy the cheapest stocks, they do go up eventually’
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Even after a rewrite the Sustainable Finance Disclosure Requirements may prove excessively prescriptive
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The funds industry ended the year with €10trn in assets
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Value investing isn’t all about banking, basic materials and traditional retailing
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Investment trusts can save up to 15% of dividends received in any given year for a rainy day
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Just this week ASI, JPMAM and MSIM have announced sustainable fund launches
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Real yields may fall further as inflation expectations rise on the back of economic recovery
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It’s not just structurally illiquid property funds that are causing headaches
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Asset class was touted as ‘the bargain of the century’ shortly after Covid sell-off but spreads have narrowed significantly
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‘This should provide more fuel to the reflation rally, with small caps, value and cyclicals clear beneficiaries’
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