Evenlode’s Elliott, Knoedler and Dyer: Why we don’t ‘buy low, sell high’ in our funds
Evenlode’s Global Equity team discusses launching during the pandemic, severing emotion from sell discipline, and why investing in brands is ‘high maintenance’
global equities
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Humans strike back in AJ Bell’s ‘Manager versus Machine’
Things have picked up for active managers after a ‘bleak 2022’
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Artemis appoints GAM portfolio manager for Global Select Fund
Swetha Ramachandran will co-manage the Artemis Global Select fund
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Global equity income funds show slow and sure progress
James Sullivan of Tyndall Investment Management and Sarasin’s Neil Denman discuss the role global equity income funds play in a portfolio and the opportunities on offer
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Branching Out: Polar Capital’s Donnigan on why ordering pizza is more reliable than getting biopsy results
Polar Capital’s Deane Donnigan tells Portfolio Adviser how she moved from clinical pharmacist to fund manager
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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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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