trying to predict economic outcomes is pointless
George Renouf looks forward to taking advantage of cyclicals pushing ahead of defensives later this year, preferring quality companies that perform irrespective of the economic backdrop.
George Renouf looks forward to taking advantage of cyclicals pushing ahead of defensives later this year, preferring quality companies that perform irrespective of the economic backdrop.
Alliance Trust is to launch a Global Thematic Opportunities Fund for its new head of global equities.
George Renouf argues the case for fiscal unification as a solution to the European crisis though admits out this is more easily written and spoken about than delivered.
Investment trust buyers still show a clear preference for older, more traditional income portfolios.
George Renouf asks whether we are in a mid-cycle slowdown or anything more serious.
Ilario Di Bon, head of institutional global equities at Fidelity, has joined Alliance Trust.
Laxey has lost its bid to force changes at the UK’s largest investment trust.