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.
Equities
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Fidelity’s Bateman: Investors must be ‘braver for longer’
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.
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PA ANALYSIS: The fashionable age of concentrated funds
Warren Buffett has one, Keynes said they were best for returns, but what can be gained from a concentrated portfolio?
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Seneca trims equities ahead of ‘2019 bull market end’
Seneca Investment Managers has cut the allocation to equities across its portfolios after calling the end of the equity bull market in 2019.
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Felix Wintle: why the US is the world’s most exciting market
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.
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Woodford buys media giant ITV
Neil Woodford has added media giant ITV to his income focus fund claiming its current value is an “attractive entry point”.
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European recovery ‘not a blip’
The European economic recovery is not just a blip, fund buyers believe.
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21st century globalisation – the new secular trend
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.
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PA ANALYSIS: When will the next market correction hit?
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.
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RLAM reveals global equity funds for ex-Waverton trio
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.
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Pacific AM launches emerging market fund
Pacific Asset Management (PAM) is launching an emerging market Ucits fund in November.
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Can the raging bull continue its charge?
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.