Fundsmith’s Terry Smith sold Amazon over ‘capital misallocation’ concerns
Will become ‘more active’ in selling companies investing outside a core franchise
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global equities
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Jennison’s Baribeau: Four global equity sectors for ‘powerful’ growth
Manager of the PGIM Jennison Global Equity Opportunities Fund discusses how last year’s valuation reset has created a more fertile hunting ground for equities
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Q&A with Brunner’s Bishop: Microsoft’s ‘extraordinary’ market position
Julian Bishop, senior portfolio manager for the Brunner Investment Trust portfolio, answers PA’s questions
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Calastone: Equity funds suffer one of worst months for outflows
ESG equity funds see largest outflows on record
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Redwheel global fund manager retires
Louise Keeling has been succeeded by portfolio manager Ben Hall
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Ask the experts: What next for the global banking sector?
After a turbulent period for the global banking sector, which saw UBS’s takeover of troubled Credit Suisse and the collapse of US lender Silicon Valley Bank, four experts offer their thoughts
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Q&A with Evenlode’s Chris Elliott and James Knoedler: Compounding cashflows and unmet needs
Portfolio Adviser quizzed the management duo on their stock picking strategy
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Titan AM launches equity growth fund
The new offering will hold at least 80% in global equities
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Investors shun UK equity funds at home and abroad in January
The sector has suffered 20 consecutive months of outflows as global equity funds prove more attractive
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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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Global equities haemorrhage cash in £4.5bn bloodbath for UK funds
Targeted Absolute Return redemptions hit £628m despite growing demand for alternatives to equities