Calastone: January 2024 sees most bullish investor sentiment in almost three years
Investors added £2bn to equity funds in January in one of the best months on record, but Calastone warns that returning confidence ‘should be treated with caution’
global equities
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Royal London closes top-performing Global Equity Select fund
The $360m fund gained much interest from investors since launch, but seeks to ‘maintain the integrity of its investment process’ by closing off new inflows
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Brown Advisory launches World Value Ucits fund
To be sub-advised by Toronto-based investment manager Beutel Goodman
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Morgan Stanley rolls out three Article 8 strategies
Global equity, US equity, and high yield bond strategies to be run by Calvert Research and Management
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‘The perfect moment doesn’t exist’: Rathbones’ Thomson on imposter syndrome, his three best investments and keeping calm
The manager of the £3.6bn Rathbone Global Opportunities fund reflects over his 20 years of running the portfolio
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Fidelity makes double global equities hire from Liontrust and Ninety One to succeed Podger
Tom Record and Christine Baalham join to co-manage the retiring Jeremy Podger’s funds
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GSAM launches Article 8 global environmental fund
To focus on companies with ‘heavy’ environmental footprint looking to transition
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AJ Bell advised customers reach 161,000 as assets jump to £76.2bn
Total customers rose 12% in the year to reach 484,000
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Artemis’s Saacke to exit fund management at the end of June
Long-time global equity manager to exit fund management at the end of June to train as a maths teacher
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The funds that made and lost the most money in 2023
Some funds were flooded with fresh cash last year, while the likes of Fundsmith Equity and Liontrust Special Situations lost billions
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Liontrust head of global equities Tom Record exits
Tom Hosking to manage range of global equity funds
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Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency