JPM’s Elliott: How are trusts facing up to current turmoil?
Markets have been rattled by global volatility following Trump’s tariffs, but investment trusts are evolving to face new challenges
Volatility
-
-
SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US
-
Gold passes $3,000 for first time – can it keep climbing?
Market uncertainty is pushing gold to new highs, with elevated investor demand ‘likely to persist’
-
Hidden gems: Five below-radar funds in the IA Volatility Managed sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
-
Knacke’s money maps: The age of deflation
The 2020s is not the 1970s, writes Ernst Knacke, head of research at Shard Capital, but more like the early 1900s
-
Ninety One Diversified Income promoted to Hargreaves Wealth List
The £845m fund is a good option for ‘cautious investors looking for an alternative to cash as rates fall’
-
Ark Invest’s Cathie Wood: August’s key volatility drivers and which stocks will benefit
‘Disruptive innovation’ stocks will be turbulent but are set to outperform, according to the CIO
-
Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election
-
Together in electric dreams: Three IT sectors capable of top returns
All three sectors have the best chance of producing top returns, month in, month out
-
Stephen Yiu: The biggest misconceptions about Blue Whale Growth
The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
-
Hidden gems: Three below-radar funds in the IA Global Equity Income sector
Spotlight on the tiny IA Global Equity Income funds that are flying above market returns but below investors’ radars
-
Generation Next with SJP’s Jenny Chae: An eye on the future
St James’s Place portfolio strategies manager shares what led her to a career in the investment sector