Is it time to bring fossil fuels in from the cold?
Argonaut’s Barry Norris on why he is investing in a fossil fuel future, while Blackrock’s Mark Hume explains why energy prices are likely to remain elevated
Argonaut
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Barry Norris: Bull market for renewable energy is ‘dead’
Rush to decarbonise has ‘culminated in a speculative bubble’
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Alexander Darwall trust falls 11% as chunky Wirecard weighting plummets
German payments business had once represented 17% of the European Opportunities Investment Trust
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UK funds industry slowly dials up exposure to the Zoom explosion
Small group of Investment Association funds have sizeable weightings in the video conferencing stock
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Argonaut launches European income fund for Bennett
Argonaut Capital is set to open a long-only, high-yield European income fund targeting companies yielding 30% above the index after its first year, subject to regulatory approval.
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Liontrust’s AUM swells to £5.7bn
Liontrust Asset Management has grown its assets under management by 19% in just six months, according to a latest trading statement by the firm.
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Europe: is your fund manager an optimist or a realist?
Europe is either a punt on the back of its economic recovery or a stock-picker’s playground so listen in to where Greg Bennett is making his bets.
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PA ANALYSIS: Why equity markets are oversold
October has seen equities rally somewhat, indicating that investors believe markets are oversold – but is this really the case?
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Risk-parity creates risks of its own kind, say fund managers at Expert Investor Monaco
Funds which aim to achieve positive returns regardless of market direction have enjoyed unprecedented inflows over the past year. While the main driver behind this trend is the increased investor need to dampen their losses when markets fall, risk-parity funds engender risks of their own kind.
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Jupiter European vs Argonaut European Alpha
For this week’s head-to-head challenge, the battle shifts to Europe where two very experienced managers face each other head on.
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Market volatility and the proverbial gift horse
Horses’ gums recede as they age making their teeth appear longer, hence the term, “long in the tooth. Inspecting the teeth of a horse given as a gift was therefore considered ungrateful.
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pellerito rejoins fidelity
Dennis Pellerito is one of two former employees rejoining Fidelity to bolster its sales presence among UK intermediaries.
