Woodford backs two more banks
Neil Woodford has added to his position in UK banks, with both Barclays and RBS appearing in his portfolios he revealed on Thursday.
Equities
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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.
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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.
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BNY Mellon launches Ucits version of ‘dynamic’ US equity fund
BNY Mellon has launched a Ucits version of its existing US equity fund, offering an actively managed large cap portfolio for investors in the UK and Europe.
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Donald Trump drags on US ethical investments
US President Donald Trump has been a drag on corporate America and fund managers cleaning up their ESG act, Edentree’s David Osfield has said.
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Blackrock launches AI-driven Chinese fund
Blackrock has launched a China A-Share Opportunities Fund which uses machine learning, big data and artificial intelligence in its investment strategy.
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Investors deliver one-year verdict on Trump
Wednesday 8 November marks the one-year anniversary of the shock election of Donald Trump as president of the US. One-year on, and several thousand tweets later, we spoke to three investors to gauge their view on just what he has achieved since.
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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.
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UK investors bullish on returns over next five years
Despite adopting a cautious approach to risk, UK investors expect to generate an average 8.7% return on investments over the next five years, according to the Schroders Global Investor Study.
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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.
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Axa IM launches digital economy fund
Axa Investment Managers has launched an equity fund that invests in companies benefiting from the switch to a digital economy.
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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.