Baillie Gifford American managers join James Anderson in slashing Tesla holding
Managers Tom Slater and Gary Robinson shunning the Faangs for the next gen of e-commerce and cloud services companies
Equities
-
-
Merian acquisition sends Jupiter to the dog house with £4.1bn of underperforming funds
Tight race for runner up in Bestinvest’s Spot the Dog report with SJP and Schroders also sporting £4bn of dog funds
-
Darius McDermott: Be ready to hedge your bets on undervalued UK
‘Trying to figure whether growth, value or income is the best horse to bet on is no easy task’
-
Hargreaves looks set to dodge a bullet as litigators home in on Link over Woodford collapse
London litigator Harcus Parker says it hopes to take Link to court before the summer
-
Peter Hargreaves continues trimming HL stake by ditching £300m shares
Platform giant co-founder reduces holding by one sixth to 19.8%
-
Blue Whale Growth and Evenlode Global Income bag top ratings after passing three year mark
Stephen Yiu’s fund has returned 78% over three years, while Ben Peters’ fund is up 38.6%
-
Felix Wintle on his ‘once in a lifetime’ Gamestop haul
And which stocks he thinks are the next big recovery plays
-
Robin Geffen knocked off top spot in Sanlam income study
Thomas Moore’s ASI UK Income Unconstrained Equity continues to struggle
-
Gamestop trading frenzy fuels fears of next equity bubble
Ruffer warns of ‘over-exuberant’ markets but other investors think stocks have further to climb
-
M&G and Jupiter languishing near the bottom of Fundcalibre’s index
M&G Recovery fund and Jupiter UK Growth have dragged the fund houses’ average performance down
-
Linden Thomson: It’s no surprise first vaccines came from biotech rather than large-cap pharma
Axa Framlington Biotech fund manager on vaccine makers thriving even after Covid
-
Martin Gilbert-backed Assetco doubles stake in River and Mercantile
Comes as company announces plans to reinvent itself as an asset manager