Surprisingly resilient emerging markets defy strong dollar
Even carving out a resurgent China, some EM economies delivered growth in Q1
Equities
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Two M&G funds rated ‘unsatisfactory’ in latest value assessment
While one offered ‘outstanding value’ largely on account of ‘exceptional investment performance’
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Blue Whale puts £120k on the line to disprove market timing myths
‘Bit of a marketing gimmick’ but lessons on pound-cost averaging are worthy
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Asset plunge sees Pimco UK income bond lose Square Mile rating
But Gam and Artemis funds given stays of execution despite looming fund manager departures
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Paltry 0.35% of UK funds deliver top-quartile performance
Dismal first quarter gave way to an even worse Q2
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Saudi conglomerate snaps up £224m stake in M&G
Kingdom Holding Company is controlled by prince and billionaire Alwaleed Bin Talal
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Liontrust reveals new global team as £500m walks out the door
£5.1bn AUMA boost from Majedie acquisition nearly offset by net outflows and challenging investment performance
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Blue Whale Growth buys defensive plays as tech-heavy fund tanks
Manager Stephen Yiu buys North American railroad stocks after dumping Meta and Paypal
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Fundsmith among global equity fund exits in latest Evelyn Partners rebalance
With proceeds used to bolster positions in Baillie Gifford, Stewart Investors and iShares
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SJP adds Wellington, Somerset Capital and Comgest/Nippon-run funds to watchlist
Twice in the past year, three funds have been merged in light of performance issues highlighted in its value assessments
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Will bidding adieu to Boris Johnson boost British investment?
His tenure has been marked by persistent sterling weakness and depressed asset prices
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Schroder UK Public Private Trust ditches Link as AIFM
Former Woodford investment trust will instead rely on Schroder’s in-house capabilities