Q&A with Evenlode’s Chris Elliott and James Knoedler: Compounding cashflows and unmet needs
Portfolio Adviser quizzed the management duo on their stock picking strategy
Equities
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Will global equity income funds be outshone by their tech-heavy counterparts again?
With a Fed pivot approaching, the sector may soon face strong headwinds
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April not the cruellest month for UK companies
FTSE 100 outperformed both the MSCI World and the S&P 500 last month
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Titan AM launches equity growth fund
The new offering will hold at least 80% in global equities
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Ninety One UK Alpha removed from Interactive Investor’s Super 60
Following fund manager Simon Brazier’s decision to leave the firm
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Investors have their work cut out in finding the real AI opportunities amid the hype
Research found investment in the technology has grown 150% since 2019 to nearly $180bn
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What are the drivers behind India’s ‘sizeable runway’ for growth?
‘In many ways, now should be India’s moment’
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Diversifying the diversifiers
The outlook for equities and bonds may appear considerably better than this time last year but recent market shocks would suggest carefully selected alternatives could merit a place in many portfolios
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Unloved UK offers good deals for smart bargain hunters
Is it time for a renaissance in domestic market interest?
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Banking turmoil may not shake Japanese equities, but bears are still plentiful
Economy boosted as pandemic fear eases
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Investors pull £1.2bn from UK equity funds in March
Estimated £4bn outflows in the first quarter of 2023, according to Numis
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Europe-focused strategies hit with ratings removal by Square Mile
Seven retentions and three upgrades in firm’s latest academy ratings roundup