Rosanna Burcheri: Why we dropped tourism stocks months before Covid
Artemis Global Select and Mid Wynd co-manager says portfolio themes have performed well amid the pandemic
Equities
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Standard Life Aberdeen follows Liontrust and initiates stake in Impax
SLA and Liontrust have raked in £14m between them since purchasing stakes last Wednesday
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Nick Train rues not holding big tech but is not about to change his mind
Lindsell Train Global Equity has fallen behind rival Fundsmith Equity year to date
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How will Joe Biden’s presidency impact UK assets as Brexit deadline looms?
Investment managers take a negative view of Boris Johnson’s approach to the Good Friday Agreement
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Interactive Investor dumps Kevin Murphy and Nick Kirrage from buy list
‘We are unable to endorse a strategy that has not been able to deliver due to stock selection’
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Stars align for Schroders £250m investment trust IPO after rivals failed to launch
UK equity investment trust discounts have narrowed on positive vaccine news and US election clarity
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Liontrust sustainable manager to reunite with Alliance Trust boss at boutique
Neil Brown will be tasked with launching equity strategies at GIB Asset Management
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Square Mile demotes trio of funds following high-profile stalwart departures
Man GLG Japan Alpha and Blackrock European Dynamic stripped of their AAA ratings
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Fresh Baillie Gifford investment trust slips into the FTSE 250
£711m trust has delivered over 40% outperformance in the year to date
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Covid and Brexit batter UK equity fund flows for fifth consecutive month
Investors voted with their feet in October pulling more than £350m
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Gam funds top performance tables as China outperforms in difficult month for markets
Gam Star Alpha Technology fund’s big bet on Alibaba pays off in October
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Premier Miton poaches from BNY Mellon IM to replace short-serving UK equities manager
Emma Mogford takes over management on a trio of income funds