Is there any value left in old economy emerging market stocks?
‘We see no fundamental justification for value stocks to be quite so unloved’
Investment
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Baillie Gifford gives Blackrock and passive giants a run for their money in 2020 sales chart
Scottish manager raked in a record £5.2bn of net sales last year, latest Pridham report finds
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Simon Jaffé: Don’t expect the US to keep dominating in the next decade
Whitechurch Securities prefers contrarian plays in UK and emerging markets as global vaccine rollout gets underway
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The three big themes dominating markets this year
Vaccine rollout, Joe Biden’s US and Brexit deal will be front of investors’ minds
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FE Investment’s Ahmed Mohamoud: Why did Aim outperform its peers during 2020?
FTSE Aim All-Share returned 21.8% last year, beating more established indices like the S&P 500 and MSCI EM
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Annabel Brodie-Smith: What does 2021 have in store for investment trusts?
Investment companies showed resilience in the face of the pandemic, with assets smashing a record £229bn
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Interactive Investor dumps L&G Ethical Trust from buy list after mandate change
Fund has also changed its name to better suit its new global SRI focus
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Janus Henderson pledges to keep 15% cash weighting as it reopens property fund
UK Property Paif set to commence trading on 24 February but is cash target high enough?
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Is the value bump just a few weeks of solid performance or a true comeback?
‘If you buy the cheapest stocks, they do go up eventually’
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Schroders trust receives muted reception as it offloads ex-Woodford holdings at 20% discount
Sale is expected to knock an additional 3.2% off NAV
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River and Mercantile’s planned infrastructure ESG launch ‘hitting the right buttons’
‘The combination of ESG and infrastructure is a potentially powerful one’
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Hargreaves funds recoup a further £65m from Woodford payments in 2020
Multi-manager funds had already received over £300m from first payout last January
