JPM Europe Dynamic (ex-UK) fund portfolio manager Blake Crawford discusses how macroeconomic factors, including German fiscal spending, are boosting the investment case for European equities.
With the average investment trust trading at a double-digit discount, MIGO Opportunities Trust co-manager Charlotte Cuthbertson discusses how she weighs up whether a trust represents an opportunity or a value trap
Jupiter Asset Management’s head of equities Kiran Nandra on how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients.
Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.
The Chikara Indian Subcontinent Fund investment team discuss India’s evolving middle class consumer story, Modi’s impact on corporates and GDP doubling over the next decade.
Gravis managing director William Macleod discusses why he believes investment trusts should not fall under the new regime’s scope
With the deadline to respond to the FCA’s CCI consultation approaching on 20 March, Gravis managing director William Macleod discusses how the Cost Disclosure campaign group will respond, and why he believes investment trusts should not fall under the new regime’s scope.
In the first episode of this new series, the AIC’s Richard Stone discusses shareholder engagement and whether there are any lessons to be learned from shareholder activism in the investment trust sector.
Gresham House’s director of forestry, Olly Hughes, offers an update on the International Sustainable Forestry Coalition, discusses the EU Deforestation Regulation and considers how COP30 being hosted in Brazil could be the catalyst for high-level discussions on finding the balance between timber production and nature restoration.
In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.
In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.
Speaking at South West Congress, Anna Väänänen, head of listed impact equity at AXA Investment Managers, discusses the difference between impact investing in listed and private equity, how impact investing works within listed equities and what the next steps in impact are for the asset class.
