Coronavirus weekly round-up: Boris Johnson retires ‘stay at home’ slogan while UK GDP contracts 2%
Three investors mull the events shaping portfolios over the past week
Investment
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Fred Mahon: I do not like green eggs and ham …
If the coronavirus crisis has shown us anything it is that investing in innovation is essential
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Mark Barnett leaves Invesco as CIO reshuffles UK equity range
Woodford protege’s funds handed over to James Goldstone and Ciaran Mallon
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Cheerful fund buyers caught off guard by March sell-off
Last Word Research found a bullish attitude towards UK equities just before the lockdown kicked in
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Fundsmith assessment deems 0.95% charges value for money
Advised investor share class will be monitored by board of Terry Smith’s funds
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Schroders trust warns former Woodford holdings it will not be an ‘endless source of capital’
Over a quarter of the portfolio is expected to need further financing within the next two years
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Allianz GI admits to ‘unfortunate’ timing of Lucy Macdonald podcast launch
Brunner Investment Trust podcast featuring Lucy Macdonald was promoted days before she stood down as manager
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Marlborough reveals plans for Giles Hargreave to step back on trio of funds
Boutique reveals upcoming fund manager changes on the UK small-cap funds
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What does the oil demand shock mean for the low-carbon energy transition?
‘This whole situation may well be the catalyst to a faster transition’
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Coronavirus sector review: Matthews Asia reigns supreme as China funds best developed market rivals
The average IA China fund is down 0.6% compared with North America (-9.7%) and UK All Companies (-22.0%)
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Allianz GI global equities boss makes surprise exit in management reshuffle
Allianz GI management team has taken over the Brunner Investment Trust but for how long?
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Is the equity income model broken?
Covid-19 crisis has exposed concentration issues in sectors such as oil and energy
