Scottish Mortgage pushed over unquoteds limit after shares battered by cyclical rally
Private holdings now account for 30.4% of total assets, according to Jefferies
Investment
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Axa merges private market businesses
Unified group would manage circa €20bn in assets
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How investment trusts can help fight inflation
By opening up access to less plain vanilla strategies and illiquid assets
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Does 40-year high inflation mean more rate hikes or fewer?
Bank of England has turned up the dial at its last three meetings
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Oisin O’Leary: A tale of two deficits
When it comes to its financing, the UK continues to be reliant on the ‘kindness of strangers’
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Fund buyers reveal their go-to equity income funds
Sector is back in fashion as headwinds for long duration assets persist
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Tim Foster: Hawkish central banks make it tough for fixed income assets to perform
Fidelity’s Strategic Bond Fund manager says their current efforts are making a late 2022/early 2023 recession more likely
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AllianzGI and trio of ex-portfolio managers charged with ‘massive fraud’
Firm to pay more than $1bn to the US SEC and over $5bn in restitution to victims
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Baillie Gifford European Growth managers ‘optimistic’ despite 29% share price slump
£345m trust has matched Scottish Mortgage and Edinburgh Worldwide’s falls year-to-date
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SJP’s £2.4bn emerging market equity mandate pivots to multi-manager strategy
As £6.5bn Global Growth range shifts to invest directly rather than via fund of fund
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Fundsmith highlights 2bps fall in charges in latest value assessment
Fundsmith Equity OCF had been static since 2017 despite fund nearly doubling in size
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Grim headlines shake investor confidence in China
But Baillie Gifford’s Sophie Earnshaw believes there are still opportunities amid the risks
