‘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
Growth
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Value investing and ESG make uneasy bedfellows
Rotation away from growth raises questions about how sustainable strategies will perform
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Unquoteds stay high as Baillie Gifford trust struggles
BG US Growth Trust fully exited Peloton and Teladoc at a £9m loss
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JP Morgan trust appoints portfolio manager
James Cook will co-manage the Global Growth and Income strategy
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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
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Growth stocks are still not cheap
Valuation gulf between growth and value stocks is still twice as wide as its average since 2003
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Finsbury Growth & Income leaps 11% as growth favourites rebound
Train loads up on more Fevertree as shares tank another 12%
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Dewi John: Value vs growth debate needs healthy dose of scepticism
Over the past 18 months, FTSE 100 investors have arguably benefitted as much from what the index lacks as it constitutes
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DFMs mull whether trendy tech stocks have lost their shine
Funds from Baillie Gifford, UBS, Janus Henderson and Axa Framlington have hefty exposure to companies clobbered in the tech sell-off
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In search of a catalyst: are value managers staging a comeback?
Perhaps quality growth’s slip-up in September was more than just a blip
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Baillie Gifford swipes trust from Franklin Templeton boutique
European trust becomes latest fund to ‘capitulate’ on value approach
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FE: The danger of underweighting value and absolute return
Louis Tambe argues a market rotation could come sooner than many expect