Is now the time to trim exposure to ‘overvalued’ tech stocks?
After a decade of extraordinary performance, questions are being asked about how much further the rally can go
After a decade of extraordinary performance, questions are being asked about how much further the rally can go
‘Most of the traditional yielders in the equity space are paying out dividends’
When it comes to England’s chances in a football tournament or a company in the stockmarket, human emotion really does not change – but at least, in the latter context, value investing can take advantage
Nick Train’s boutique owns 12% of FTSE 250 wealth manager though this is set to be diluted
In 15 years’ time, Brexit is likely to have been more damaging to domestic economy than Covid
Using data from II Portfolio Adviser examines the best and worst funds from 24 June 2016 to 11 June 2021
Gam UK Equity Income manager tilting portfolio away from Smid toward large cap stocks
Trojan Income manager doesn’t think cyclical rotation will last forever and sees a broadening of returns ahead
$9trn manager has bets against Morrisons, Sainsbury’s and M&S
Over 400 value style funds have been closed or merged away since 2015
Global equities heavy hitter joined boutique last year after two decades with Newton IM
‘These private equity bids and some corporate bids are literally on a daily basis for UK-listed shares’