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
Equities
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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
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UK equity income outlook brightens but tread carefully
The best opportunities are likely to sit outside the FTSE 100
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Equity income managers size up UK’s buyback bonanza
£33bn of FTSE 100 share buybacks in Q1 2022 has already surpassed figure for the whole of 2021
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How to pick the winners of the global supply chain crunch
‘Location is becoming just as important as manufacturing efficiency’