Chelverton European Select assets spike on hitting three-year milestone
Fund has benefitted from small cap exposure rather than widespread ownership of traditional value
Investment
-
-
Value rally set to run further as economic bounce-back becomes consensus trade
Investors should expect the ‘vast chasm’ between value and growth to close further
-
Active funds under pressure to perform as IA adds 530 ETFs across sectors
Stock pickers will feel the heat as adding ETFs is likely to improve average performance across sectors
-
Nick Train braces for tough period as Finsbury Growth & Income hit by value rotation
‘Steady plodders’ such as Unilever dropped off at the end of 2020 on positive vaccine news
-
Which funds flopped with Ruffer and Blackrock gold funds in Q1?
Gold and precious metals and Brazillian equities focused funds dominate Q1’s laggards
-
Reflation trade has made corporate bonds a tough place to invest
Last year’s once-in-a-lifetime buying opportunity becomes a distant memory as credit and high yield now offer little value
-
Evenlode branches out from income stable with global equity fund launch
‘The concise investment style should provide a high degree of active share’
-
The bulls in China’s shop: the Asian economies taking a slice out of China
‘The policy environment is supportive of a recovery in corporate profitability across many parts of Asia that have lagged for a long time’
-
Former Nomura trader returns to the fold and joins Dickie Hodges’ £2.7bn global bond fund
Victoria Robinson joined Nomura in 2011 but left for RBC Wealth Management in 2019
-
Ex-Woodford holdings continue to knock Schroders trust as NAV plunges 20%
Writedowns highlight the challenges of the managers inheriting a portfolio comprised of illiquid investments not of their choosing
-
Coronavirus weekly round-up: England gears up for stage two of Boris Johnson’s ‘road map’ while IMF optimistic on global growth
Four investors mull the events shaping portfolios over the past week
-
Dan Mannix: Fund managers hate having their remuneration dictated to them
RWC Partners CEO on long-term thinking, ownership structure and normalising mental health conversations in the workplace
