Q&A with Brunner’s Bishop: Microsoft’s ‘extraordinary’ market position
Julian Bishop, senior portfolio manager for the Brunner Investment Trust portfolio, answers PA’s questions
Investment
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The IA: Government bond and money market funds reign supreme among investors
Sectors saw combined inflows of £1bn in May
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Tech funds flying high in Quilter’s rankings as Chinese equities slump
Liontrust Global Technology was the best performer
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Tracker funds dominate AJ Bell retail investor portfolios in H1 2023
Fundsmith Equity was the only active fund in the top 10 list
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Calastone: Equity funds suffer one of worst months for outflows
ESG equity funds see largest outflows on record
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Dewi John: Spotting the growth rebound’s winners and losers
While the market can famously remain irrational longer than investors can remain solvent, analysis suggests this growth rally is thinly supported
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BlackRock ‘evolving the playbook’ due to a new macro regime
BII sees ‘different and abundant opportunities’
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Jupiter UK Alpha stripped of Square Mile rating following Buxton’s retirement
BlackRock, BNY Mellon and Waverton funds also saw rating changes
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Fundsmith Equity retains fund top spot for interactive investor users
While money markets continue to attract interest from investors
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Nasdaq ‘steals the show’ as tech dominates performance in first half of 2023
AI boom contributed to the sector returning 24.6% over six months to 30 June
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Edentree’s Chris Hiorns Q&A: The demand outlook isn’t as bad as markets are pricing in
‘This is the first time since the credit crisis that we really are back into the territory of a more conventional business and investment cycle’
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Man GLG’s Michael Scott: These parts of high yield can outperform equities
Aggressive monetary tightening has ushered in a late cycle environment for credit
