Q&A with Antipodes’ Savas: Three factors that led to SVB collapse
And the areas of the banking sector that look attractive
Investment
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Are UK mid caps still a prime hunting ground for stock pickers?
Despite returning less than their large-cap peers in recent times, the scene may be set for mid caps to outperform
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Q&A with Evenlode’s Chris Elliott and James Knoedler: Compounding cashflows and unmet needs
Portfolio Adviser quizzed the management duo on their stock picking strategy
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Double hire bolsters Scottish Mortgage board experience
Sharon Flood and Vikram Kumaraswamy have backgrounds ‘relevant to the trust’s portfolio’
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Will global equity income funds be outshone by their tech-heavy counterparts again?
With a Fed pivot approaching, the sector may soon face strong headwinds
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A four-point checklist for investing in liquid alternatives
With bonds failing to protect portfolios last year, investors have been drawn to the asset class to provide diversification
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April not the cruellest month for UK companies
FTSE 100 outperformed both the MSCI World and the S&P 500 last month
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BlackRock’s Emily Fletcher: The (EM) roads less travelled
While most emerging markets funds are now largely fixated on China and India, Emily Fletcher and the BlackRock Frontiers team aim to dig out ‘nuggets of growth’ in complex yet fast-growing countries
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Aegon AM buys collateralised loans business
Deal brings in a UK-based team and three CLOs worth £1.06bn
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Titan AM launches equity growth fund
The new offering will hold at least 80% in global equities
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Short-dated bonds can solve the problem of capital preservation
‘Now is the time for investors to be flexible and pragmatic’
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Mark Northway: The subtle signs that ESG is coming of age
Recent developments across the sector suggest responsible investing has developed a new maturity
