Mystery holding for Nick Train’s global equity fund revealed
Data analytics company added to both Lindsell Train Global Equity and North American Equity funds
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Equities
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What dynamics are driving Japanese equities this year?
Unlike other developed markets, inflation remains muted at 1.2%
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UK equity funds haemorrhage record £836m despite performance pick-up
IA UK All Companies strategies sustained lower losses than global, US and European peers in April on average
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Fundsmith adds Adobe as tech holdings continue to drag on performance
It was likely one of the two unnamed positions alluded to in the January factsheet
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Rising yields prompt investors to re-think bond allocations
But still questions over whether inflation will continue to surprise
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Which Baillie Gifford funds slumped furthest in ‘dismal’ April?
Whereas UK stocks gave ‘creditable’ performance in a poor month for markets across the board
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Amati nabs ex-Gresham House manager to build out new global equity strategy
Graeme Bencke also worked at AIG Investments, F&C Asset Management and Columbus Investments
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Fundsmith to undergo FCA-mandated review
A section 166 notice was reportedly issued by the watchdog in the first quarter of 2022
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Peter Hargreaves defends Blue Whale as losses mount
Stephen Yiu’s £907m fund has fallen over 22% year-to-date, nearly triple the IA Global’s losses
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Neuberger Berman cautious on equities but not bearish yet
As long as earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’
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Obe Ejikeme: ‘Anti-growth rotations are often short and value companies tend to come unstuck’
Investors in debt-laden companies with low growth prospects should also be worried, says the Carmignac fund manager
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Investors return to European equities despite Ukraine crisis uncertainty
Asset class sees biggest month-on-month improvement in sentiment in April, according to Hargreaves Lansdown