Two thirds of professional investors think macro investing now ‘more relevant’
Fulcrum Asset Management quizzed 205 UK and US participants
Equities
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M&G gains six top ratings as FE Fundinfo Crown rebalance favours value investors
While Quilter and Schroders funds received the most five Crown ratings
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Evelyn Partners ousts Fidelity fund and Asia Dragon trust in MPS rebalance
Changes come as part of latest rebalance of its portfolios
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Keith Ashworth-Lord: The myths and misconceptions about growth investing
Sandford DeLand’s Keith Ashworth-Lord on key caveats to spotting growth
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Branching Out: Polar Capital’s Donnigan on why ordering pizza is more reliable than getting biopsy results
Polar Capital’s Deane Donnigan tells Portfolio Adviser how she moved from clinical pharmacist to fund manager
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Building the case for infrastructure
What are the arguments for and against including infrastructure in a balanced portfolio?
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EdenTree CIO Thomas: Finding opportunities amid the ‘green revolution’
EdenTree’s Charlie Thomas discusses the resilience of EVs, solar power and heat pumps amid a tough economic backdrop
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Square Mile CIO: Blunt tool of rate hikes will cause corporate casualties
Harries said the ‘fairly blunt tool’ of base rate rises is to blame
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Value in Japan? Where investors can still find mispriced opportunities
Fund managers discuss where they are finding the most attractively-valued stocks
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Nikko AM’s Greaton: Nvidia and TSMC ‘best positioned to ride the AI boom’
Nikko Asset Management’s Timothy Greaton explains why AI is about to hit its ‘exponential growth’ phase
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Fundsmith’s Terry Smith sold Amazon over ‘capital misallocation’ concerns
Will become ‘more active’ in selling companies investing outside a core franchise
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Financials driving dividend growth as HSBC increases pay out
Index expected to pay out £83.8bn this year, according to AJ Bell’s Dividend Dashboard