Nick Train: UK market is ‘pregnant with value and opportunity’
Finsbury Growth & Income manager says the ‘breaks are running’ against his portfolio currently
Equities
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Will ‘value up’ governance reforms address the ‘Korea discount’?
Korea is following in Japan’s footsteps in implementing governance reform
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Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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Barings: Glimmers of optimism in EM debt, but risks remain
Opportunities are plentiful in emerging markets this year, but investors should exercise caution, writes Dr Ricardo Adrogue
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(Another) new dawn in Japan?
With Japanese equities performing well over the past decade, managers argue it is unfair to suggest the country’s previous ‘new dawns’ didn’t play out
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Graniteshares: European short sellers target consumer discretionary sector
A quarter of the 100 most shorted European companies came from the sector
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Beneath the bonnet: The case for Rollins, JOHCM and Gym Group
Three fund managers share stocks that are making a difference
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Calastone: Record ISA season boosts equity fund inflows in April
Inflows were up five times compared to last year’s ISA season
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Morningstar downgrades Trojan Income fund rating
Manager research team has revised the strategy’s rating to ‘neutral’ from ‘positive’
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Newton IM’s John Bailer: The market’s new regime
Newton IM’s John Bailer on the ‘last gasp’ of growth stocks and where the market heads in a new regime
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Five myths investors must overcome in emerging markets
Investors fail to acknowledge the scale of emerging markets, writes Chris Kushlis
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What should investors expect ahead of India’s marathon election?
Voting period takes place over six weeks starting 19 April