equities hold sway co fundamentals to the fore
George Renouf has been bullish on equities relative to other asset classes for a while though he is also wise enough to know this view cannot hold true forever.
George Renouf has been bullish on equities relative to other asset classes for a while though he is also wise enough to know this view cannot hold true forever.
Alliance Trust revealed a 7.2% increase in its full-year dividend today and showed outperformance in its peer group despite a 7.6% drop in its NAV per share in the 11 months to 31 December.
George Renouf looks forward to taking advantage of cyclicals pushing ahead of defensives later this year, preferring quality companies that perform irrespective of the economic backdrop.
Alliance Trust is to launch a Global Thematic Opportunities Fund for its new head of global equities.
George Renouf argues the case for fiscal unification as a solution to the European crisis though admits out this is more easily written and spoken about than delivered.
Investment trust buyers still show a clear preference for older, more traditional income portfolios.
George Renouf asks whether we are in a mid-cycle slowdown or anything more serious.
Ilario Di Bon, head of institutional global equities at Fidelity, has joined Alliance Trust.
Laxey has lost its bid to force changes at the UK’s largest investment trust.