Rising yields prompt investors to re-think bond allocations
But still questions over whether inflation will continue to surprise
Investment
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Which Baillie Gifford funds slumped furthest in ‘dismal’ April?
Whereas UK stocks gave ‘creditable’ performance in a poor month for markets across the board
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Abhinav Mehra & Andy Draycott: The case for India as a ‘buy and hold’
Was 2021 a flash in the pan for India’s stockmarket or the consequence of powerful structural shifts?
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Amati nabs ex-Gresham House manager to build out new global equity strategy
Graeme Bencke also worked at AIG Investments, F&C Asset Management and Columbus Investments
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Fundsmith to undergo FCA-mandated review
A section 166 notice was reportedly issued by the watchdog in the first quarter of 2022
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Peter Hargreaves defends Blue Whale as losses mount
Stephen Yiu’s £907m fund has fallen over 22% year-to-date, nearly triple the IA Global’s losses
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Janus Henderson sells £1bn property fund above book value
‘As the fund will bear the costs of the sale, there is a risk that a small margin could still erode shareholder value’
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Neuberger Berman cautious on equities but not bearish yet
As long as earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’
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Obe Ejikeme: ‘Anti-growth rotations are often short and value companies tend to come unstuck’
Investors in debt-laden companies with low growth prospects should also be worried, says the Carmignac fund manager
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Investors return to European equities despite Ukraine crisis uncertainty
Asset class sees biggest month-on-month improvement in sentiment in April, according to Hargreaves Lansdown
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Supermarket Income Reit nearly doubles fundraise to £300m
Chair says omnichannel stores ‘present a safe haven for investors’ amid rising inflation
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Schroders trust shares pep up as former Woodford holding merges with Spac
Value of SUPP’s holding in Benevolent AI written up by a further 40%
