Energy and Japan funds top performance tables in ‘muted’ September
Guinness Global Energy and Blackrock World Energy come out on top as prices of natural gas and oil skyrocket in September
Investment
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Investment trusts raise record £8.7bn in 2021 so far
Demand for renewable energy, infrastructure and growth capital trusts sees secondary fundraising surpass 2019 and 2020
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Terry Smith ditches longstanding holding Becton Dickinson
$70bn US syringe maker was among Fundsmith Equity’s top 10 holdings after launching in November 2010
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Weekly outlook: Tesco results and Imperial Brands update; US non-farm payrolls
The key events for UK wealth managers for the week starting 4 October
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Ken Rayner: ‘If you base everything on data, you risk being thrown by unexpected events’
RSMR co-founder and CEO on why the firm favours a largely qualitative approach to fund ratings
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Vanguard scores own goal as report finds carbon-heavy holdings and $3trn climate risk
Think tank Universal Owner claims asset manager is doing harm to the market on which it depends
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Schroders trust offloads 10% of its Oxford Nanopore holding at biotech firm’s IPO
Oxford Nanopore debuted at a price of 425p per share, netting SUPP £11m
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Rob Perrone: Why the 60/40 portfolio’s days are numbered
Video: Orbis multi-asset team member breaks down what has gone wrong with asset allocators’ ‘magic formula’
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Liontrust’s Jen Causton warns investors relying on growth/value labels could be missing out
Value rally may have encouraged investors to jettison US equities even though performance has remained consistent
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DFMs ratchet up inflation protection to counter possible ‘winter of discontent’
Nine out of 10 wealth managers expect to increase inflation protection, a survey from Tabula IM shows
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SJP hands £1.7bn global investment grade credit mandate to Columbia Threadneedle
Fund group now runs £10.4bn of strategies for UK wealth manager
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Peter Hargreaves touts ‘young’ Blue Whale team against established rivals Fundsmith and Lindsell Train
Stephen Yiu’s Blue Whale Growth fund has £1bn in AUM four years after launching
