Yarrow lures flows from Woodford with defensive fund
Almost a year since Jupiter Merlin and Architas swapped Neil Woodford for Hugh Yarrow the elder star fund manager has seen near continuous outflows, while his younger rival has enjoyed inflows to his more defensive fund.
Smith, Yarrow and Findlay on Chatfeild-Roberts ‘select’ list
There are few true stars in the active management industry, according to Jupiter Merlin’s John Chatfeild-Roberts, but the multi-manager head thinks Terry Smith, Hugh Yarrow and James Findlay make the grade.
‘Future starts here’ for UK fund favourite Unilever as Sky falls
Unilever turned out decent sales growth in the first quarter, while fellow takeover target Sky delivered lower profits.
Yarrow: Five non-tech sectors ahead of the digital curve
Evenlode Income manager Hugh Yarrow has identified companies from five non-traditional tech sectors that are making the digital analytics trend work for them and giving them a competitive edge.
PA ANALYSIS: Yarrow, Stick and co leading defensives revival
Much has been made of UK investors’ supposed rotation into cyclicals, but it has been noticeable how more defensively minded stockpickers have returned to form in 2017.
Unilever’s sales surge held back by currency crosscurrents
Unilever announced a 4.7% lift in underlying sales in the first half of the year, the consumer goods giant said on Thursday.
Currency risk remains, but headwinds turning tail – Yarrow
Global currency risk remains a concern for income investors, but its influence is likely to wane going forward, says Hugh Yarrow, manager of the Evenlode Income Fund.