Hidden Gems: Five top-performing funds in the IA North America
A look at five funds in a tech-heavy sector that tends to shine when growth is in favour but struggle when value is the mode
A look at five funds in a tech-heavy sector that tends to shine when growth is in favour but struggle when value is the mode
The host of headwinds battering UK smaller companies has prompted a crisis of faith among investors. Is the sector down and out or on the cusp of a supercycle?
BNY Mellon IM’s global head of distribution discusses the constantly evolving relationship between adviser and asset manager, providing additional value and what success can look like
The manager of the £3.6bn Rathbone Global Opportunities fund reflects over his 20 years of running the portfolio
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
While the much-touted ‘year of the bond’ never materialised in 2023, Yoram Lustig of T Rowe Price and Liontrust’s Phil Milburn explain why investors are sticking with fixed income
Stonehage Fleming’s Gerrit Smit explains why the family office sits in the quality growth camp and how he is steering the Best Ideas fund towards the major themes of digitisation and healthcare
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
Janus Henderson Investors’ CEO Ali Dibadj discusses how a crowdsourced exercise to identify what makes the firm tick can benefit ‘clients and clients’ clients’
The manager discusses putting ESG concerns front and centre of investment and the ‘ongoing education piece’ on both sides of the client/adviser relationship
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
The head of Columbia Threadneedle’s multi-manager team discusses passive investing, the trend for short-termism and the importance of making industry connections