Ark Invest’s Cathie Wood: August’s key volatility drivers and which stocks will benefit
‘Disruptive innovation’ stocks will be turbulent but are set to outperform, according to the CIO
Investment
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AXA IM’s Nicolas Trindade: Why short duration makes sense for rate cuts
‘It’s going to be a very interesting second half of this year, the market had it easy over the first half’, says the bond fund manager
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Quilter: Fund groups expect Labour’s policies to enhance economic growth
Investors expect economy to grow 1.22% in 2025, up from 0.98%, according to Quilter’s Investor Trends Survey
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Premier Miton’s Rayner: Focus on short-term volatility factors is unhelpful
Premier Miton multi-asset manager says investors should focus on broader shift to diverging policies
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Investment trusts: What’s the deal with IPOs?
Many private companies could benefit from going public – but not when markets are hostile towards new entrants. And none have been more scrutinous than the UK
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Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
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Is a bitcoin allocation a diversification ‘cheat code’?
A 1% bitcoin allocation in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years
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bfinance: Less than 30% of global managers beat the market in Q2
They lagged the global index by 4.5 percentage points despite taking markedly more risk
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Home Reit tenant surrenders leases on 68 properties
Mansit Housing CIC is tenant on 4% of the trust’s portfolio
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Dynamic Planner’s Ben Goss: Waiting for crypto
The US regulator’s approval of the first ETFs to track the spot price of bitcoin suggests change is in the air, writes Ben Goss, CEO of Dynamic Planner
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Janus Henderson acquires global private credit firm
Victory Park Capital manages $6bn assets
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CSC: 34% of special private vehicle executives leave planning to just before regulation
76% see SPV markets improving in next two to five years