Search results
Concentrated markets are making outperformance difficult, warns Terry Smith | Trustnet
TrustNet· 1 hour agoConcentrated global markets are a “problem” for active managers, according to veteran stock picker Terry Smith, making outperformance relative to an index tracker “difficult to attain”. The ...
M&G bond guru Jim Leaviss to step down | Trustnet
TrustNet· 1 hour agoM&G fund manager and chief investment officer of fixed income, Jim Leaviss is stepping down to pursue a career in academia, with Andrew Chorlton, head of fixed income at Schroders, replacing ...
How much dry powder should retired investors keep in cash? | Trustnet
TrustNet· 4 hours agoFinancial advisers often recommend investors of working age keep six months’ worth of their salaries in cash to avoid having to liquidate investments in case of redundancy or emergencies. For ...
Fundswire article | Trustnet
TrustNet· 8 hours agoFundswire article | Trustnet
French election fallout: How markets may react to a hung parliament | Trustnet
TrustNet· 1 hour agoFund managers are split on whether the chaotic result of the French elections over the weekend is good or bad for the French market. Alex Everett, investment manager at abrdn, said there was ...
The funds with the perfect blend of styles to harness value in the UK | Trustnet
TrustNet· 6 days agoThere is a broad opportunity set across all sections of the UK equity market, with stocks in most sectors trading cheaply compared to their history, according to Ben Mackie, portfolio manager ...
BlackRock: European shares could overtake the US | Trustnet
TrustNet· 7 days agoSeveral industries are set to flourish as we enter the third quarter of 2024, with Europe and the UK being the key beneficiaries, according to Helen Jewell, chief investment officer at BlackRock ...
Market concentration keeps getting worse, warns Evenlode manager | Trustnet
TrustNet· 7 days agoThe US and global equity markets became even more concentrated in the second quarter of this year, with a handful of companies delivering the bulk of returns. Apple, Microsoft and Nvidia – the ...
What could disrupt ASML’s dominant position in the semiconductor market? | Trustnet
TrustNet· 7 days agoThe availability of semiconductors has been a primary force in markets over the past few years and so far, just a handful of companies have been able to benefit from this trend. While Nvidia ...
India, tech, equity income and SJP Polaris: The funds that grabbed investors’ attention in 2024’s...
TrustNet· 4 days agoInvestors have shown growing interest in funds investing in Indian equities and tech stocks over 2024 so far, as well as researching the Polaris range from St James’s Place. Stock markets rose ...