Capital Group: Finding growth beyond big tech
Attractive growth opportunities are emerging beyond the tech giants that have hogged investors’ attention, writes Chris Miles
growth investing
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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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Pacific Horizon’s Durrant: Why the US and Europe are the new emerging markets
Balance sheets across the Asia Pacific region are ‘three times’ stronger than they were during the Asian financial crisis, according to the manager
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Landseer Asset Management absorbs Sanlam’s growth equities team
Boutique will run funds including the £786.3m Sanlam Global AI fund under a sub-investment agreement
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J Stern’s Rossbach: Why growth investors shouldn’t fear higher interest rates
The manager of the top-quartile World Stars Global Equity strategy discusses the current ‘goldilocks environment’ for quality growth stocks
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Federated Hermes launches second private equity innovation fund
Follows the original fund launched in 2020
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Mid Wynd chair Russell Napier on switching trust management to Lazard
Lazard set to take over as trust managers in October
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St James’s Place tops Bestinvest ‘Spot the Dog’ report for underperforming AUM
Largest underperforming fund was Baillie Gifford Global Discovery
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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’