Building the case for infrastructure
What are the arguments for and against including infrastructure in a balanced portfolio?
BlackRock
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Ocado, Boohoo and Moonpig: Short sellers target UK retailers
Nine investment firms betting against Ocado as at 3 July
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BlackRock ‘evolving the playbook’ due to a new macro regime
BII sees ‘different and abundant opportunities’
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European equities offer more than a China play
Banks, semiconductors and ‘green capex’ offer some appealing opportunities on the Continent
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Deep dive. Searching for pearls when the world is no longer your oyster
Geopolitical risk factors are exerting a greater force on companies and sectors, but investors still have time to adapt
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BlackRock given FCA approval to launch LTAF
The fund will focus on private markets, such as infrastructure
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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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Fundsmith hit with outflows as active funds cede ground to passives
But Royal London was hit hardest as investors pulled over £4bn from active strategies in March
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US regulators appoint BlackRock to sell SVB and Signature Bank portfolios
Securities worth $87bn and $27bn respectively to be brought to market
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What lies ahead? The outlook remains uncertain
Energy, tech, ESG regulation and healthcare are some of the areas touched on by industry experts in March
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Scottish Widows unveils £1.4bn suite of sustainable funds
The four strategies are managed by Schroders, Abrdn and Blackrock
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Ninety One UK Alpha ejected from Square Mile Academy of Funds
While Blackrock Gold & General was downgraded due to underperformance
