Fidelity’s James Bateman contemplates the potential end of the decade-long bull market and explains why he still considers equities to be more attractive than fixed income, despite the challenging landscape.
Warren Buffett has one, Keynes said they were best for returns, but what can be gained from a concentrated portfolio?
Seneca Investment Managers has cut the allocation to equities across its portfolios after calling the end of the equity bull market in 2019.
Felix Wintle rises to the challenging complexities of the US market and never tires of the sector he believes offers the most exciting investments in the world.
Neil Woodford has added media giant ITV to his income focus fund claiming its current value is an “attractive entry point”.
The European economic recovery is not just a blip, fund buyers believe.
Julie Dickson explains how the Capital Group New Perspective Fund is benefiting from multinationals changing from being traditional goods and services companies to knowledge and information-based businesses.
It has been almost two years since equity or credit markets fell by more than 5%, but investors remain sanguine that markets will continue their relentless rally for the time being.
Royal London Asset Management (RLAM) has launched two global equity funds to be run by the team it poached from Waverton Investment Management earlier this year.
Pacific Asset Management (PAM) is launching an emerging market Ucits fund in November.
Since the lows of the crisis, US equities have risen about 270%, with many other global markets witnessing similarly strong gains. But can the bull run continue? Four investors weigh in.
Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.
