Generation next with Sarasin & Partners’ Tom Kynge: People skills are key
The portfolio manager on why in a world of rising geopolitical tension, understanding human behaviour is more important than ever
Equities
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JP Morgan AM’s Witherow on a ‘golden era’ for dividend growth over the next five years
JPM Global Equity Income co-manager discusses why the firm expects 7.6% annual payouts growth over the next five years
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Beneath the bonnet: The case for building suppliers, TK Maxx and General Electric
Three fund managers share stocks that are making a difference
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Mind Money: Are emerging markets poised for a comeback?
Emerging markets have been long criticised by scorned investors, but a potential boom in commodity prices could change the playbook, writes Julia Khandoshko
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Global dividends hit fresh record high in Q2
The $606.1bn paid out in the quarter marked an 8.2% increase
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Calastone: Investors use August turbulence as buying opportunity
UK equity outflows doubled, while bond funds recorded its third worst ever month, according to Calastone’s Fund Flow Index
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Fundsmith Equity drops off interactive investor buylist for first time
Fundsmith had featured on every monthly most sold list since interactive investor began tracking the data in 2018
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Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
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Beneath the bonnet: The case for Nubank, Aggregated Micropower and Booking Holdings
Three fund managers share stocks that are making a difference
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Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
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Hidden gems: Six below-radar funds in the Japan sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Square Mile: Bond funds feature heavily in July ratings update
Seven of the 11 funds re-rated by Square Mile had a fixed income mandate