Scottish Mortgage investors nudged to lock in gains after coronavirus outperformance
James Anderson’s investment trust has nearly doubled in price since its Q1 lows
Investment
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How are European equity fund managers navigating the dividend bonfire
Oils, retail, travel and financials likely to struggle in the medium term
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Lindsell Train trust lags benchmark after mixed bag of Q2 results
Nintendo sees profits increase fivefold while booze makers Diageo and Heineken fumble
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DFMs had already shunned UK ahead of record GDP plummet
‘We haven’t been adding to UK risk asset exposure either before the crisis broke out or during it’
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Uncertainty over ESG definition amplifies risk of greenwashing
If professional funds buyers can’t define the term then what hope is there for the rest of us?
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Lindsell Train trims Rathbones stake after touting strong performance
Nick Train had only last week highlighted the Covid-19 opportunity in his investment industry holdings
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Liontrust’s Phil Milburn: Vaccine will be here by yearend but don’t expect a V-shaped recovery
Strategic Bond manager favours ‘quality’ high yield and TIPS as he braces for more ‘bond negative’ news from the Fed
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Nick Train highlights stellar returns from Rathbones as savings ratio soars
Finsbury Growth & Income manager spots a coronavirus opportunity for investment industry stocks
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Coronavirus weekly round-up: UK suffers worst ever economic slump while Joe Biden names Kamala Harris as VP pick
Four investors mull the events shaping portfolios over the past week
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Robin Geffen reclaims top spot in income rankings as Covid prompts dramatic shake-up
Slater and Premier Miton among dramatic downward fallers while Liontrust Income climbs to the top
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Funds-of-funds benchmarks face scrutiny for confusing investors
Morningstar report shines a light on vast array of ways to judge mixed asset performance
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Record 20% slump in GDP ‘shows just how badly the UK has handled the crisis’
UK economy fares far worse than the G7 and eurozone during coronavirus outbreak
