Baillie Gifford’s Steven Hay: Inflation will remain a significant risk to returns
Multi Asset Income manager reveals what his experience at the BoE has taught him about the ‘inflation quandary’
Investment
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Problems mount for UK investors as global outlook darkens
Hopes that a Covid ‘war chest’ of savings will be opened to support the economy appear misplaced
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Artemis multi-asset fund fails to turn fortunes around after star manager quietly exits
William Littlewood’s departure in December 2020 has gone under the radar
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‘Short window’ to get Jupiter back on track, says ex-director
It needs to ‘focus on being a UK house that delivers what UK investors want’
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IA to help investors find £781m in lost assets
Free-to-use portal will help locate misplaced pensions, dormant savings accounts or lost investments
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Mystery holding for Nick Train’s global equity fund revealed
Data analytics company added to both Lindsell Train Global Equity and North American Equity funds
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What dynamics are driving Japanese equities this year?
Unlike other developed markets, inflation remains muted at 1.2%
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Hawkish Fed rises rates 50bps as Bank of England plays ball with 25bps
But one portfolio manager descibes the move as ‘shuffling deck chairs on the Titanic’
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UK equity funds haemorrhage record £836m despite performance pick-up
IA UK All Companies strategies sustained lower losses than global, US and European peers in April on average
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Jonathan Polin: Asset and wealth managers are losing touch with investors
Sanlam UK chief executive talks life with a private equity backer, ahead of unveiling new brand
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Staveley calls on ex-Majedie colleagues for Rockwood investment advisory group
They will join Harwood Capital founder Christopher Mills and two others
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Fundsmith adds Adobe as tech holdings continue to drag on performance
It was likely one of the two unnamed positions alluded to in the January factsheet
