How have GEM funds held up one month on from Russian invasion of Ukraine?
Handful of vehicles down over 10% from 24 February
Author: David Burrows
-
-
Should income seeking investors consider UK small caps?
‘I’d take better dividend growth over 10 years’ time at the expense of some growth in the short term’
-
Nuclear investment is the path out of Russian oil and gas reliance
It produces no greenhouse gases and Germany’s power plant shutdown following Fukushima saw a spike in use of coal, says Janus Henderson
-
Why agtech is the next big investment opportunity
Russia-Ukraine crisis and extreme weather events highlight need for better infrastructure to move crops and improve storage
-
Rising rates bolster European small caps
‘Indescriminate sell-off provides opportunity to buy into some high-quality growth companies at cheaper valuations than six months ago’
-
Dirt cheap UK companies lure activist investors
Unilever and Vodafone among UK plc that have been targeted by billion dollar hedge funds bent on reform
-
UK unicorns stuck in a finance and pharma rut
That said, ‘good investors are not seeking mythical creatures, they want to support the growth of thoroughbreds’
-
Why the big tech rout is not over yet
But ‘there is a big difference between growth-at-any price tech and growth tech at a reasonable price’
-
Fund managers dismiss stagnation fears as overblown
PMI measures showing very strong readings for global manufacturing activity
-
Will rising rates increase private credit’s appeal?
‘If anything, the Covid-19 pandemic has borne out the asset class’s resilience’
-
What has 2022 got in store for investors?
‘So far, indications are that Omicron is more contagious but less dangerous’
-
Uptick in social bonds during pandemic set to continue
Covid-19 has sped up the growth of social financing with $224bn of social bonds issued in 2021