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Intelligence Spotlight


Equities 13 Nov 19

Nick Train outflows blamed more on concentration risk than style concerns

Lindsell Train UK Equity fund has more conviction in some stocks than any other manager

Equities 13 Nov 19

Woodford wind-down questioned as investors set to lose 33%

Link defends its decision as report it commissioned reveals investors face more losses

Equities 13 Nov 19

JPMAM focuses on governance with sustainable EM launch

Governance issues will make up the bulk of JPMAM’s risk-profile checklist

Equities 13 Nov 19

Link seeks to avoid Woodford Income Focus wind-up as it interviews managers

Schroders, Blackrock and Jupiter have been floated as possible replacements

Equities | 13 Nov 19

James Bateman unveils boutique with swipe at large asset managers

New Value Investment set to launch two funds in 2020

Fixed Income | 12 Nov 19

Woolnough keeps duration short on recession complacency

Stance puts him in ‘a very different place’ to other managers expecting slowdown in 2020

Opinion | 12 Nov 19

Chris Hutchinson: Setting appropriate time horizons with VCTs

The restrictive nature of VCT rules means their managers have to be very careful about the amount of money they raise

Fixed Income | 12 Nov 19

JPMAM nabs Amundi man to head up global aggregate bond team

Fixed income hire comes as Iain Stealey gets promoted

Profiles & Comment | 12 Nov 19

Janus Henderson duo: Active management has rightly taken a lot of flak

Nick Watson and Dean Cheeseman anticipate period of lower returns after QE-fuelled rally

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