The stuff themes are made of
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty
Smith & Williamson
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Brooks Macdonald risk head lands at Quilter
Priti Verma was one of several senior departures from the investment manager, including CFO and COO
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Smith & Williamson cuts global index-linked bonds exposure
As it slashes holding in Artemis fund to boost value slant and bring down costs
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Smith & Williamson ditches Henry Dixon fund for Monks trust as it tempers value slant
Man GLG Undervalued Assets among four equity positions trimmed or exited
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Smith & Williamson adds student accommodation Reit on depressed valuations
Reits trading on ‘hefty discounts’ to net asset value as the commercial property sector continues to look uncertain
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James Burns: We don’t regret ill-timed gold trade
Smith & Williamson MPS co-head says the precious metal ‘was never going to be a six-month trade’
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Smith & Williamson adds Blackrock gold fund to tackle inflation
‘We believe tail-risks of significant inflation may also be tilted to the upside’
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Sanlam to take on eight Smith & Williamson funds worth £1.2bn
Ten individuals, including six fund managers, will move over at the end of the month
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Liontrust’s Anthony Cross dropped from Smith & Williamson managed portfolios
Latest rebalance also sees Blackrock Corporate Bond fund removed due to costs
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Waverton taps Smith & Williamson to boost intermediary sales team
Julian Polnik was instrumental in launching discretionary portfolios at previous employers
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Kate Capocci: Using pragmatism, not idealism, to create real change
Divestment can play a part in solving climate change but it should be reserved for businesses that cannot or will not change
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‘Avoid work and home life merging’: WFH – with Smith & Williamson’s James Burns
Continuing our regular series of how investment experts are dealing with the coronavirus fallout
