Baillie Gifford swipes trust from Franklin Templeton boutique
European trust becomes latest fund to ‘capitulate’ on value approach
Growth
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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
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Darius McDermott: Value is not dead it’s just resting
Central banks have put value on the back foot again in 2019
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SJP results a ‘relief’ for investors expecting worse
Pace of fund flows moderated in a ‘challenging’ year
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James Anderson rubbishes prospects for value despite market hammering
Scottish Mortgage manager has been re-reading Benjamin Graham
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Nick Train: Value was a 20th-century phenomenon
Nick Train has played down stretched price-to-earnings ratios on companies like Hargreaves Lansdown as he warns digital disruption could mean value investing is consigned to the last century.
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LGIM targets 10% growth over medium term
Legal & General Investment Management (LGIM) is expecting to deliver operating profit growth of between 8% to 10% per annum over the medium term.
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Schroders added to buy list despite manager’s value warning
Schroder’s Global Recovery fund has been added to The Adviser Centre’s positive watch list, despite manager Kevin Murphy stating that value has underperformed at its worst rate since the Great Depression.
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Skerritts launches ‘careful’ growth fund
Skerritts has launched what it claims to be the first ‘careful’ growth fund available to UK investors under the Esprit brand name.
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UK GDP beats expectations, but growth is lacklustre
The UK economy exceeded forecasts as the gross domestic product (GDP) grew 0.5% in the last quarter of 2017, up from 0.4% in the third quarter.
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Terry Smith blasts style critics; disputes equity bubble
Star fund manager Terry Smith has hit back at critics who believe the defensive growth stocks he invests in are overvalued and that equities are in a bubble.
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ONS reports more sluggish growth for UK
The UK economy grew 0.4% between July and September this year according to the latest figures from the Office for National Statistics, but year-on-year quarterly GDP growth fell to its lowest rate in four years.