Nick Train banks on luxury holdings benefitting from UK’s roaring 20s boom
Period of hyper-consumption would be driven by ‘extraordinary trend of wealth creation by new industries’ rather than Covid re-opening trade
Period of hyper-consumption would be driven by ‘extraordinary trend of wealth creation by new industries’ rather than Covid re-opening trade
Five investors mull the events shaping portfolios over the past week
Jeremy Lang and William Pattison’s UK equity income fund had seen assets shrivel by 92% since 2016
Video: JP Morgan Asset Management portfolio manager identifies three strong tailwinds for UK equities
Internet and clean tech bubbles of the late 90’s and 00’s show share prices can go sideways despite companies playing into attractive themes
Board argues River and Mercantile founding partner was the driver behind trust’s recent ‘significant NAV growth’
Gaurav Saroliya and Joe Pak will join the Macro Unconstrained Fixed Income team in the summer
So-called ‘green bonds’ offer a much-needed array of choice in an asset class that has, until recently, offered slim pickings for ESG-focused investors
Baillie Gifford’s outgoing senior partner reflects on almost four decades in asset management
The long-term underperformance of global equity income funds is significant
Schroder UK Public Private Trust has invested ‘milestone’ stake in cybersecurity company Tessian
Last Word Research shows UK fund selectors are flip-flopping on European stocks while showing renewed appetite for US equities