Darius McDermott: The bedrock of investing is back with a bang
UK equities are proving more resilient than other world markets
equities
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Aversion to equities pays off for Ruffer Investment Company
NAV total return hit 8% for the year as the firm turned its back on the asset class
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Terry Smith takes aim at Paypal after Fundsmith’s poor performance
Per usual, his annual letter to shareholders pulls few punches
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UK small cap fund tipped for success in 2023
Darius McDermott names a Unicorn strategy among his funds to watch this year
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Blackrock’s Sam Vecht steps down from Greater Europe trust
Stefan Gries, previously co-manager, in sole charge
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UK equity funds suffer second-worst month of outflows
While £1.09bn poured into bond funds in November, Calastone’s Fund Flow Index found
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Monks disappoints despite ditching Tencent and Peloton
Baillie Gifford trust ejected 20 firms from its portfolio in the past year
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Aggressive UK mid cap sell-off puts Schroders fund on the back foot
Managers lament lack of respite in the sector as NAV plummets 30%
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Struggling Columbia Threadneedle trust sells off Jupiter stake
Share price and net asset value of the CT UK High Income Trust lagged its benchmark in H1
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Nick Train admits his ‘native optimism’ is getting harder to maintain
As Lindsell Train Limited weighs on LTIT
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Pacific plots North American opportunities fund launch
After hiring Chris Fidyk who has been lined up to run the multi-cap strategy
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Is the 60/40 portfolio about to make a comeback?
After a chastening year, JP Morgan tips an old favourite to come roaring back
