FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
Is the narrow performance of US tech giants desirable or sustainable?
Boutique will run funds including the £786.3m Sanlam Global AI fund under a sub-investment agreement
Firm sees increased uncertainty for risk assets
Only two of top 10 most purchased funds – Fundsmith Equity and Loomis Sayles US Equity Leaders – were actively managed
The sixth consecutive month of net selling saw £1.2bn of outflows
Open to UK investors following launch of Luxembourg vehicle last year
Investment manager Anthony Willis’ investment outlook
While utility sector was strongest contributor to growth, according to Q3 dividend monitor
Earnings growth and valuations have become disconnected
Swaps out Impax Environmental Markets Investment Trust for open-ended sister fund
VT De Lisle America fund’s manager Richard de Lisle discusses opportunities arising from Generation X escapism
Equities funds collectively shed a net £1.62bn