ARC: Positive gold sentiment not reflected in portfolio weightings
Three quarters of wealth managers have under 2.5% gold exposure
Investment
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Square Mile: Bond funds feature heavily in July ratings update
Seven of the 11 funds re-rated by Square Mile had a fixed income mandate
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Square Mile’s Fund Selector: IA mixed-asset funds to watch
Square Mile’s Alex Farlow checks out the top performers and compelling newcomers
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What has caused the global equity market sell-off?
Equity markets are down following US recession fears
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Four alternative trust sectors primed to benefit from rate cuts
Peel Hunt analysts highlight the investment trusts that could benefit from falling rates
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Crisis point: Concerns grow over mounting government debt levels
While global debt levels appear sustainable for the time being, they remain vulnerable to poor political management
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Small caps: FTSE 100 stars of the future
Five industry experts identify small and mid-cap companies they expect to enter the UK’s biggest index over the next few years
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Algebris: Banks remain profitable despite rate cuts
Banks that have thrived on high interest rates can continue to do so in a low-rate world, explains Sebastiano Pirro
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‘A tentative start’: Bank of England cuts interest rates to 5%
MPC voted 5-4 in favour of a 25bps cut
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July fund performance: Small caps rebound in marathon month of politics
While tech was the worst-performing IA sector over the month, according to FE fundInfo data
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Man Group’s Emily Badger: What positive interest rates means for Japan financials
Co-manager of the £2.3bn Man GLG Japan Core Alpha fund discusses the impact of the end of negative interest rates
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Track to the Future – with Nordea AM’s Jamie Hayes
The director of UK wholesale distribution discusses cost pressures, market unpredictability and paradigm shifts