Ashish Swarup: Why strategy trumps AUM growth for our fund
Video: Former First State manager on setting up his own boutique and how capacity constraint is vital for his EM fund
Equities
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M&G adds to private assets with £19m investment in self-driving tech start-up
Follows fund group’s investment in Oxford Nanopore pre-IPO and pair of early-stage carbon capture and storage companies
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II places Lindsell Train Japan fund under review for performance issues
Michael Lindsell’s fund has lost investors 9% in one year while the Topix has risen 25%
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Majedie slams deal to take Daily Mail owner private as ‘substantially below’ fair value
Manager Chris Field says DMGT is worth double what the Rothmere family are willing to pay
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Colin Morton’s UK equities team transfers to Martin Currie
Morton will continue to lead Franklin Templeton UK equities team
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Fundsmith EM trust sells stocks as it turns sour on Brazil and Turkey
Jair Bolsonaro and Recep Tayyip Erdogan are both taking a hit at the polls as inflation runs rampant
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Fundsmith changes its tune with new position in Amazon
Terry Smith has previously been critical of the tech giant’s ecommerce business
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Winterflood adds discounted Nick Train investment trust to recommended list
Finsbury Growth & Income Trust has this year delivered its weakest relative returns since 2007
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Why equity investors may miss out on a fourth quarter rally in 2021
Central banks and earnings could stall the customary post-summer strengthening of markets
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Darius McDermott: Are US equities a dangerous game?
‘I believe it only takes a small jolt to knock confidence from this point’
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Woodford scandal pushed advisers to act over liquidity
75% have changed their behaviour in some way as a result of the Woodford fund suspension
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The 11 funds delivering consistent top-quartile returns
Covid continues to blight active managers’ three-year track records