Nick Train tells corporates to take inspiration from Elon Musk
Lindsell Train manager says Covid-19 has provided an opportunity for companies to rethink capital allocation
Equities
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Hargreaves highlights recent underperformance in Lindsell Train review
Global equity fund has been handicapped by tech underweight over the last 12 months
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Active advocate Baillie Gifford trounces Vanguard and Blackrock for UK fund flows
‘It has been monotonous reading about flows into passive over the last 10 years’
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Coronavirus sector review: Morgan Stanley and Baillie Gifford prove active funds’ worth in US
Best performing IA North America sector fund has returned 38% since sell-off, while S&P 500 produced -2%
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Smart city funds start to gain pace with small flurry of launches
Pictet Smartcity fund among the stalwarts of the space but had little competition until now
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Scottish Mortgage’s largest unlisted holding set for massive IPO
Ant Financial would be the largest company in the FTSE 100 if it listed in London
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Philip Rodrigs unveils first investments as he starts afresh with boutique firm
Former River & Mercantile manager is running money again after the launch of the Raynar Flagship fund in June
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Woodford investors endure ‘another kick in the teeth’ as Synairgen quintuples
Biotech holding soars 550% one month after Link sold it on the cheap to Acacia Research
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Darius McDermott: Do US equities really offer value?
The five largest stocks in the S&P 500 have driven the US market for the past 25 years
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Juno Capital distances itself from Neil Woodford
Family office investing syndicate has been eyeing up assets held by the former equities manager
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Crispin Odey points to ‘element of Madoff in the system’ at Wirecard
Odey Asset Management founder pocketed £100m on shorting Wirecard and Intu Properties
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Covid vaccine and rising inflation could provide a cure for flatlining value
‘These valuations for growth stocks are not normal during a recession’