Brexit may seem like the be-all-and-end-all but Colin Morton, lead manager of the Franklin UK Equity Income fund, argues that Britain’s large caps are more adaptable than meets the eye.
High valuations are not an indication that equity markets will continue their upward trend in 2018 and investors should focus on trends instead, believes Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners.
Based in Leeds, Richard Bullas’s team goes its own way, and in the five years he has been running the Franklin UK Smaller Companies Fund, this investment strategy has gone from strength to strength.
Managers of investment trusts appear to be de-risking their portfolios, suggesting a hint of caution regarding global markets as we approach the end of the year.
Investec’s Blake Hutchins has upped his fund’s exposure to British American Tobacco (BAT) and Daily Mail and General Trust (DMGT) on the belief they are “undervalued and underappreciated”.
Nick Train has defended one of his top-held stocks, Unilever, from critics after its share price wobbled throughout October.
Budget airline EasyJet has bounced back from a troubled year in its industry, posting record passenger numbers and more than £5bn in revenue.
Stephanie Sutton, investment director, US equities at Artemis Investment Management, reveals how the manager is benefiting from shorting disruptors and which stocks and sectors the firm is targeting.
Jayesh Manek will be shutting his flagship growth fund after 20 years, following years of being one of the UK’s worst performing managers.
Neil Woodford has added to his position in UK banks, with both Barclays and RBS appearing in his portfolios he revealed on Thursday.
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.
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.
