Two thirds of professional investors think macro investing now ‘more relevant’
Fulcrum Asset Management quizzed 205 UK and US participants
Investment
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Abrdn set to fold New Dawn trust into Asia Dragon
Circular to shareholders expected to be published in September
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M&G gains six top ratings as FE Fundinfo Crown rebalance favours value investors
While Quilter and Schroders funds received the most five Crown ratings
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Evelyn Partners ousts Fidelity fund and Asia Dragon trust in MPS rebalance
Changes come as part of latest rebalance of its portfolios
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Church House’s Wharton Q&A: Goldilocks believers are in for a shock
‘We are thankful for levels of quite predictable returns that we haven’t been able to enjoy for a long time’
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Keith Ashworth-Lord: The myths and misconceptions about growth investing
Sandford DeLand’s Keith Ashworth-Lord on key caveats to spotting growth
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Branching Out: Polar Capital’s Donnigan on why ordering pizza is more reliable than getting biopsy results
Polar Capital’s Deane Donnigan tells Portfolio Adviser how she moved from clinical pharmacist to fund manager
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Jupiter to merge two more bond funds amid mass ‘streamlining’ operation
Jupiter Flexible Macro could be closed if unitholders do not approve merger with Merian Global Strategic Bond
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Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors
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Polar Capital tech trust eyes AI-powered resurgence after tough year
The trust’s closing share price was 4.9% down on the year before
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UK inflation: ‘Light at the end of the tunnel shines brighter’, but still some way to go
CPI fell to 7.9% in June, but some commentators still expect a 50bps rate rise in August
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Building the case for infrastructure
What are the arguments for and against including infrastructure in a balanced portfolio?
