6+ day, 22+ min ago   (391+ words) Wise Investment’s Charles Younes examines what happens behind the scenes By Charles Younes, head of investment management at Wise Investment Sit across a boardroom table from a portfolio manager facing a multi-year performance drawdown, and you quickly realise that stockpicking…...

6+ day, 29+ min ago   (754+ words) 14 funds managed to double investors’ money while rallying back from a downturn Over the past five years, investors have had plenty of chances to lose money, with bear markets in 2022, political instability, geopolitical conflict, sticky inflation and market concentration. While…...

1+ week, 4+ day ago   (645+ words) Although enthusiasm for AI shows no sign of fading, attractive valuations and improving earnings in other parts of the market may offer more compelling opportunities By Ben Leyland, senior fund manager of the JOHCM Global Opportunities fund The latest earnings…...

1+ week, 5+ day ago   (732+ words) Ninety One’s Ben Needham discusses why he would buy capital-light businesses ‘all day long’ over HALO names Interest in HALO (heavy asset low obsolescence) businesses surged earlier this year as investors sought to diversify from tech-heavy portfolios; but this has…...

2+ week, 3+ day ago   (56+ words) Portfolio Adviser This is a modal window. Beginning of dialog window. Escape will cancel and close the window. End of dialog window. This is a modal window. This modal can be closed by pressing the Escape key or activating the…...

2+ week, 5+ day ago   (210+ words) The repositioned fund will focus on a more flexible approach to global fixed income markets Candriam has repositioned its Candriam Bonds Total Return fund into the Candriam Bonds Global Alpha fund. This reflects the evolution of the fund into a…...

2+ week, 6+ day ago   (714+ words) What’s happening in gold today echoes patterns seen more than four decades ago By Phil Wellington, portfolio manager at PortfolioMetrix The gold price rose significantly through the 1970s as economic growth stagnated and high inflation took hold. In January 1980 gold twice…...

3+ week, 5+ day ago   (521+ words) Newly listed companies often capture investors’ attention, but evidence suggests it pays to be patient By Thomas Meinke, investment director and vice president of Dimensional Fund Advisors When a new stock is listed on the market, it can cause great…...

3+ week, 5+ day ago   (178+ words) Merger will expand Canaccord’s presence in the Midlands Canaccord Wealth has agreed to acquire the client assets and front office team of fellow UK wealth management business EFG Harris Allday. Currently operating as a division of EFG Private Bank, Harris…...

3+ week, 5+ day ago   (225+ words) Global uncertainty and higher rates are driving interest More than half of fund selectors (53%) are tilting heavily to active managers while maintaining core holdings, according to research from Rathbones Asset Management. A further 57% of those questioned said they have become…...