Landseer Asset Management absorbs Sanlam’s growth equities team
Boutique will run funds including the £786.3m Sanlam Global AI fund under a sub-investment agreement
Equities
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Evelyn Partners cuts equity and credit allocations in favour of cash and government bonds
Firm sees increased uncertainty for risk assets
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Liontrust’s Thompson: Why India is a ‘shining light’ in emerging markets
The fund manager is positive on India over the next decade
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Bestinvest: Investors favour passive equity funds in October
Only two of top 10 most purchased funds – Fundsmith Equity and Loomis Sayles US Equity Leaders – were actively managed
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Calastone: Equity funds shed most money since mini-Budget crisis
The sixth consecutive month of net selling saw £1.2bn of outflows
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Morgan Stanley launches American Resilience Equity fund
Open to UK investors following launch of Luxembourg vehicle last year
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Columbia Threadneedle: Volatility ahead as consumer resilience finally runs out
Investment manager Anthony Willis’ investment outlook
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Falling mining sector payouts see UK dividends drop 8.3%
While utility sector was strongest contributor to growth, according to Q3 dividend monitor
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Octopus highlights ‘double discount opportunity’ in UK equities
Earnings growth and valuations have become disconnected
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Evelyn Partners Sustainable MPS adds to Baillie Gifford and Federated Hermes global equity fund positions
Swaps out Impax Environmental Markets Investment Trust for open-ended sister fund
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How to benefit from the ‘misery’ created by technology
VT De Lisle America fund’s manager Richard de Lisle discusses opportunities arising from Generation X escapism
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Lipper: Bonds continue to dominate in September as active funds suffer again
Equities funds collectively shed a net £1.62bn