Recession fears labelled most overhyped theme of 2019
Investors pulled £5.5bn from equities as stock markets delivered double digit returns
Analysis
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Bezalel and Woolnough clash over direction of rates
Billions of pounds in Jupiter and M&G bond funds are positioned very differently
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Are investment grade bonds the safe haven for 2020?
Negative yields on gilts prompts investors to look elsewhere in fixed income
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Could Jeremy Corbyn ‘sound the death knell’ for model portfolios?
Labour’s pledge to shake-up CGT and dividend taxes could give multi-asset funds an edge
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ESG managers see stars aligning for sector but acknowledge misselling risk
Shifting consumer perspective is a ‘massive game-changer’
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Labour party could ‘set investment industry back 50 years’
‘UK investment landscape will be time warped back to the dark days of the 1970s’
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Healthcare funds not quite what the ESG doctor ordered
Growing fund universe has £6bn in AUM
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Are fund selectors buying into the private assets hype?
Last Word Research gauges appetite for private equity, private debt and infrastructure
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What a downbeat forecast for 60/40 portfolios means for alternatives
JPMAM expects returns on the traditional US stock-bond portfolio to fall 10bps
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Invesco culture that ‘stifled’ Woodford reassures DFMs
But Mark Barnett’s positioning still draws parallels with his predecessor
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Nick Train outflows blamed more on concentration risk than style concerns
Lindsell Train UK Equity fund has more conviction in some stocks than any other manager
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Has SJP’s ‘cruise and cufflinks’ culture reached the end of the line?
Leaks might have been seen to benefit IFAs but many feel it has tarnished whole industry
