Postcard from Japan: Stepping away from Tokyo to capture entrepreneurial spirit
Japan could be emerging from its post-bubble torpor, according to Zennor AM’s David Mitchinson
Growth
-
-
Keith Ashworth-Lord: The myths and misconceptions about growth investing
Sandford DeLand’s Keith Ashworth-Lord on key caveats to spotting growth
-
Dewi John: Spotting the growth rebound’s winners and losers
While the market can famously remain irrational longer than investors can remain solvent, analysis suggests this growth rally is thinly supported
-
BoE will damage economy if rates move higher again
Former Lloyds Bank chief economist shares his views on UK economy at Responsible Pathway
-
Are private assets fuelling growth?
How private markets might be replacing their public counterparts in shouldering the hard work of building businesses
-
‘Build your knowledge bank’
Mark Powell of JM Finn on the sector’s increasing professionalism, the impact of Consumer Duty and the perennial tussle between income generation and capital growth
-
Value investing and ESG make uneasy bedfellows
Rotation away from growth raises questions about how sustainable strategies will perform
-
Unquoteds stay high as Baillie Gifford trust struggles
BG US Growth Trust fully exited Peloton and Teladoc at a £9m loss
-
JP Morgan trust appoints portfolio manager
James Cook will co-manage the Global Growth and Income strategy
-
Investors rediscover charms of US equity income
JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
-
Growth stocks are still not cheap
Valuation gulf between growth and value stocks is still twice as wide as its average since 2003
-
Finsbury Growth & Income leaps 11% as growth favourites rebound
Train loads up on more Fevertree as shares tank another 12%
