How Artemis is profiting from disruption in US equities
Stephanie Sutton, investment director, US equities at Artemis Investment Management, reveals how the manager is benefiting from shorting disruptors and which stocks and sectors the firm is targeting.
Barnett: Short-term pessimism clouding investors’ judgment
Stock markets have become overly sensitive to profit warnings from UK domestic companies and overseas earners, argues Invesco Perpetual’s Mark Barnett, but many of these firms are in much better shape than investors give them credit for.
Evenlode unveils first holdings of global income fund
Coinciding with the launch of the global income fund, Evenlode co-founder Ben Peters gives Portfolio Adviser a taster of the large and small “hidden champions” comprising the portfolio.
Woodford biggest casualty as tide turns for equity income
Neil Woodford’s flagship equity income fund has been the worst performing in its sector over the past year, data has shown, but is not alone in seeing performance falter.
Terry Smith launches ‘Comic Relief’ sustainable fund
Terry Smith has launched a sustainable fund for institutional investors after three years running a segregated mandate for UK charity, Comic Relief.
Adrian Gosden: The last equity income fund I’ll ever run
Adrian Gosden has outlined his commitment to employer GAM by saying his recently-launched equity income fund is the last such fund he will ever run.