Are tech valuations at an inflection point?
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
Investment
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Gresham House Strategic shares skid as board responds to Richard Staveley resignation
Board argues River and Mercantile founding partner was the driver behind trust’s recent ‘significant NAV growth’
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Allianz GI bolsters Mike Riddell’s unconstrained bond team with two hires
Gaurav Saroliya and Joe Pak will join the Macro Unconstrained Fixed Income team in the summer
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Green light for bond investors
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
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Charles Plowden: ‘We were in the right place at the right time’
Baillie Gifford’s outgoing senior partner reflects on almost four decades in asset management
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Improving dividend picture fails to revitalise lagging global equity income sector
The long-term underperformance of global equity income funds is significant
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Former Woodford trust initiates first holding since Schroders takeover
Schroder UK Public Private Trust has invested ‘milestone’ stake in cybersecurity company Tessian
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Fund buyers grow weary of European equities over patchy vaccine rollout
Last Word Research shows UK fund selectors are flip-flopping on European stocks while showing renewed appetite for US equities
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Gresham House served notice on UK smaller companies trust
Gresham House Strategic has struggled to attract assets despite seeing its share price double in the last five years
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Mark Barnett’s former Invesco funds continue to bleed cash
UK Equity High Income hit by outflows of £536m despite new management, according to Morningstar estimates
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Aubrey Capital makes GEM fund available to UK investors
‘Significant number of enquiries from retail, institutional investors and investment platforms’
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Industry wary of opening Pandora’s box with AIFMD tinkering
Regulators risk denting a regime that has been working successfully
