The Asia question: Should investors stay or go?
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
Baillie Gifford
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Global equity investors back sustainable newcomers
Global equity category has fallen on hard times with even sector darlings Fundsmith Equity and Lindsell Train Global Equity down on their luck
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What do the experts think of inflation?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Pair of Jupiter funds dropped from Bestinvest buy list
As Finsbury Growth & Income and a Baillie Gifford strategy make the grade
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Baillie Gifford late stage growth trust enjoys sharp rebound in August
Emerging market funds, particularly Latam, dominate last month’s winners
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Baillie Gifford US Growth unquoteds more than double to 36%
Managers claim owning preference shares has resulted in private valuations falling more slowly than listed counterparts
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Baillie Gifford UK small cap fund not delivering value
British Smaller Companies lost investors 18.5% in the year to 31 March 2022, while its benchmark fell 1.1%
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Ewan Markson-Brown: ‘Long-term growth investing works better in Asia than most other markets’
Crux Asia ex-Japan strategy is less tech-heavy than his former Baillie Gifford fund, with punchier positions in materials and commodities
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Fundsmith among global equity fund exits in latest Evelyn Partners rebalance
With proceeds used to bolster positions in Baillie Gifford, Stewart Investors and iShares
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Baillie Gifford UK arm shed £7.2bn as growth sell-off ramped up
But profits in its last financial year were up 22%
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UK funds bleed £4.3bn in worst month since March 2020
Fundsmith Equity saw its largest ever monthly outflow of £622m, while Baillie Gifford lost nearly £1bn
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Plummeting share price pushes Baillie Gifford US Growth out of FTSE 250
Edinburgh fund group will have four trusts in the index, while Scottish Mortgage remains in the FTSE 100
