Investment Week www.investmentweek.co.uk Redwheel Global Horizon undergoes overhaul after $2.7bn outflows <img alt="Redwheel Global Horizon undergoes overhaul after $2.7bn outflows" src="https://www.investmentweek.co.uk/api/v1/wps/260b493/512c3622-187f-4404-a17b-3b720d1f2332/28/Improving-value-185x114.jpg" /> <p><!--summary start--> Redwheel has overhauled its Global Horizon fund following $2.7bn outflows, which followed the retirement announcement of founding portfolio manager Louise Keeling. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/260b493/512c3622-187f-4404-a17b-3b720d1f2332/28/Improving-value-185x114.jpg https://www.investmentweek.co.uk/news/4190358/redwheel-global-horizon-undergoes-overhaul-usd-7bn-outflows https://www.investmentweek.co.uk/news/4190358/redwheel-global-horizon-undergoes-overhaul-usd-7bn-outflows https://www.investmentweek.co.uk/news/4190358/redwheel-global-horizon-undergoes-overhaul-usd-7bn-outflows Wed, 27 Mar 2024 15:03:09 +0000 FundCalibre's Schooling Latter: The shifting sentiment in Europe <img alt="FundCalibre&#39;s Schooling Latter: The shifting sentiment in Europe " src="https://www.investmentweek.co.uk/api/v1/wps/cf2bf20/91ddaa95-93e6-436c-819a-f79eb393c454/19/Juliet-Schooling-backround-185x114.jpg" /> <p><!--summary start--> This month’s Investment Association statistics reflected some familiar themes: the popularity of the US, the unpopularity of the UK and a general shrug towards Asia. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/cf2bf20/91ddaa95-93e6-436c-819a-f79eb393c454/19/Juliet-Schooling-backround-185x114.jpg https://www.investmentweek.co.uk/opinion/4189330/fundcalibres-schooling-shifting-sentiment-europe https://www.investmentweek.co.uk/opinion/4189330/fundcalibres-schooling-shifting-sentiment-europe https://www.investmentweek.co.uk/opinion/4189330/fundcalibres-schooling-shifting-sentiment-europe Wed, 27 Mar 2024 11:15:59 +0000 Robeco expands emerging markets equity range with ex-China strategy <img alt="Robeco expands emerging markets equity range with ex-China strategy" src="https://www.investmentweek.co.uk/api/v1/wps/9988bd7/8d19a4a2-90ef-49a4-8572-829b7e121c2a/9/emerging-markets-185x114.jpg" /> <p><!--summary start--> Robeco has become the latest asset manager to launch an emerging markets ex-China equities fund, which allows investors to calibrate their China exposure separately. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9988bd7/8d19a4a2-90ef-49a4-8572-829b7e121c2a/9/emerging-markets-185x114.jpg https://www.investmentweek.co.uk/news/4189771/robeco-expands-emerging-markets-equity-range-china-strategy https://www.investmentweek.co.uk/news/4189771/robeco-expands-emerging-markets-equity-range-china-strategy https://www.investmentweek.co.uk/news/4189771/robeco-expands-emerging-markets-equity-range-china-strategy Tue, 26 Mar 2024 11:13:15 +0000 JPM AM's Hugh Gimber: Thinking more broadly about EM stocks <img alt="JPM AM&#39;s Hugh Gimber: Thinking more broadly about EM stocks" src="https://www.investmentweek.co.uk/api/v1/wps/8bb8fd9/33f69b32-d9d0-4099-997f-bf5449aff935/19/GIMBER-Hugh-JP-Morgan-2022-edited-185x114.jpg" /> <p><!--summary start--> If client conversations over recent months are anything to go by, it seems that many investors are losing faith in the emerging markets. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/8bb8fd9/33f69b32-d9d0-4099-997f-bf5449aff935/19/GIMBER-Hugh-JP-Morgan-2022-edited-185x114.jpg https://www.investmentweek.co.uk/opinion/4184041/jpm-ams-hugh-gimber-thinking-broadly-about-em-stocks https://www.investmentweek.co.uk/opinion/4184041/jpm-ams-hugh-gimber-thinking-broadly-about-em-stocks https://www.investmentweek.co.uk/opinion/4184041/jpm-ams-hugh-gimber-thinking-broadly-about-em-stocks Tue, 26 Mar 2024 10:53:51 +0000 Morningstar downgrades Fundsmith Equity due to 'wrongly timed' exits <img alt="Morningstar downgrades Fundsmith Equity due to &#39;wrongly timed&#39; exits" src="https://www.investmentweek.co.uk/api/v1/wps/bd9e073/6822d707-c286-45e3-b957-80ebc5fa9fa2/35/SMITH-Terry-Fundsmith-2023-185x114.jpg" /> <p><!--summary start--> Morningstar has downgraded Fundsmith Equity from 'Gold' to 'Silver' after a “number of missteps” on four recent stock sales "hurt performance". <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/bd9e073/6822d707-c286-45e3-b957-80ebc5fa9fa2/35/SMITH-Terry-Fundsmith-2023-185x114.jpg https://www.investmentweek.co.uk/news/4189393/morningstar-downgrades-fundsmith-equity-wrongly-timed-exits https://www.investmentweek.co.uk/news/4189393/morningstar-downgrades-fundsmith-equity-wrongly-timed-exits https://www.investmentweek.co.uk/news/4189393/morningstar-downgrades-fundsmith-equity-wrongly-timed-exits Mon, 25 Mar 2024 16:12:02 +0000 BNP Paribas AM unveils net zero-aligned global equity fund <img alt="BNP Paribas AM unveils net zero-aligned global equity fund" src="https://www.investmentweek.co.uk/api/v1/wps/5d97632/3db2e4de-37eb-4cb0-b719-84f39e8d7e53/14/Green-investment-iStock-1530465981-185x114.jpg" /> <p><!--summary start--> BNP Paribas Asset Management has launched a Luxembourg-domiciled active equity fund focused on aligning with the global net zero transition. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/5d97632/3db2e4de-37eb-4cb0-b719-84f39e8d7e53/14/Green-investment-iStock-1530465981-185x114.jpg https://www.investmentweek.co.uk/news/4188040/bnp-paribas-unveils-net-zero-aligned-global-equity-fund https://www.investmentweek.co.uk/news/4188040/bnp-paribas-unveils-net-zero-aligned-global-equity-fund https://www.investmentweek.co.uk/news/4188040/bnp-paribas-unveils-net-zero-aligned-global-equity-fund Thu, 21 Mar 2024 11:52:41 +0000 Global growth expectations hit two-year high as managers diverge on potential AI bubble <img alt="Global growth expectations hit two-year high as managers diverge on potential AI bubble" src="https://www.investmentweek.co.uk/api/v1/wps/987fb06/e477f8a3-dcd7-4f65-8dca-33b63d169dae/13/Growth-Markets-185x114.jpg" /> <p><!--summary start--> Fund manager expectations for global growth have reached their highest level since January 2022, and have been “front-run by higher stock prices”, according to Bank of America. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/987fb06/e477f8a3-dcd7-4f65-8dca-33b63d169dae/13/Growth-Markets-185x114.jpg https://www.investmentweek.co.uk/news/4187185/global-growth-expectations-hit-managers-diverge-potential-ai-bubble https://www.investmentweek.co.uk/news/4187185/global-growth-expectations-hit-managers-diverge-potential-ai-bubble https://www.investmentweek.co.uk/news/4187185/global-growth-expectations-hit-managers-diverge-potential-ai-bubble Tue, 19 Mar 2024 15:11:38 +0000 Mediolanum International Funds launches two sustainable multi-manager vehicles <img alt="Mediolanum International Funds launches two sustainable multi-manager vehicles" src="https://www.investmentweek.co.uk/api/v1/wps/c2f0c3a/9a785390-7837-48c9-89c7-a596135ffb39/22/sustain-2-185x114.jpg" /> <p><!--summary start--> Mediolanum International Funds has launched two actively managed sustainable funds, with one vehicle managed by Schroders and Robeco, with the second delegated to Morgan Stanley subsidiary Calvert Research and Management. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c2f0c3a/9a785390-7837-48c9-89c7-a596135ffb39/22/sustain-2-185x114.jpg https://www.investmentweek.co.uk/news/4187106/mediolanum-international-funds-launches-sustainable-multi-manager-funds https://www.investmentweek.co.uk/news/4187106/mediolanum-international-funds-launches-sustainable-multi-manager-funds https://www.investmentweek.co.uk/news/4187106/mediolanum-international-funds-launches-sustainable-multi-manager-funds Tue, 19 Mar 2024 14:48:24 +0000 Lansdowne Partners renames CRUX Special Situations fund <img alt="Lansdowne Partners renames CRUX Special Situations fund" src="https://www.investmentweek.co.uk/api/v1/wps/11d6c95/bd96971a-10bc-476c-a254-28d272e34af3/21/europe-185x114.jpg" /> <p><!--summary start--> Lansdowne Partners has renamed the £431m TM CRUX European Special Situations fund to TM Lansdowne European Special Situations fund. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/11d6c95/bd96971a-10bc-476c-a254-28d272e34af3/21/europe-185x114.jpg https://www.investmentweek.co.uk/news/4186997/lansdowne-partners-renames-crux-special-situations-fund https://www.investmentweek.co.uk/news/4186997/lansdowne-partners-renames-crux-special-situations-fund https://www.investmentweek.co.uk/news/4186997/lansdowne-partners-renames-crux-special-situations-fund Tue, 19 Mar 2024 11:37:12 +0000 Deep Dive: Discounts are 'attractive' entry points but context is paramount <img alt="Deep Dive: Discounts are &#39;attractive&#39; entry points but context is paramount" src="https://www.investmentweek.co.uk/api/v1/wps/99262ef/cb8e12fb-32fe-421e-ab18-2940c5e8319e/12/Up-and-down-mixed-financial-performance-iStock-1617841736-185x114.jpg" /> <p><!--summary start--> In 2023, investment trusts traded at near record discounts – some of which continued into 2024 – providing “attractive” buying options for several managers and investors. But not all discounts, for either companies or trusts, should be considered investment opportunities. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/99262ef/cb8e12fb-32fe-421e-ab18-2940c5e8319e/12/Up-and-down-mixed-financial-performance-iStock-1617841736-185x114.jpg https://www.investmentweek.co.uk/analysis/4185577/deep-dive-discounts-attractive-entry-context-paramount https://www.investmentweek.co.uk/analysis/4185577/deep-dive-discounts-attractive-entry-context-paramount https://www.investmentweek.co.uk/analysis/4185577/deep-dive-discounts-attractive-entry-context-paramount Fri, 15 Mar 2024 12:31:24 +0000 Half of UK adults would consider opening a Great British ISA <img alt="Half of UK adults would consider opening a Great British ISA" src="https://www.investmentweek.co.uk/api/v1/wps/68ba234/b361d589-26a8-4cea-af8f-dfb2d5cbccd0/10/iStock-1169479391-185x114.jpg" /> <p><!--summary start--> Half of UK adults (48%) would consider opening a Great British ISA (GB ISA), according to Opinium’s latest polling. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/68ba234/b361d589-26a8-4cea-af8f-dfb2d5cbccd0/10/iStock-1169479391-185x114.jpg https://www.investmentweek.co.uk/news/4186089/half-uk-adults-consider-great-british-isa https://www.investmentweek.co.uk/news/4186089/half-uk-adults-consider-great-british-isa https://www.investmentweek.co.uk/news/4186089/half-uk-adults-consider-great-british-isa Fri, 15 Mar 2024 11:05:47 +0000 Less than a fifth of European active equity funds beat passive peers over a decade <img alt="Less than a fifth of European active equity funds beat passive peers over a decade" src="https://www.investmentweek.co.uk/api/v1/wps/ef70fdb/77ced73e-b1d9-420a-979e-6036b3470c4e/12/active-passive-invest-185x114.jpg" /> <p><!--summary start--> Just 17% of European active equity funds have managed to beat their average passive peer over the last decade, research by Morningstar has found. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ef70fdb/77ced73e-b1d9-420a-979e-6036b3470c4e/12/active-passive-invest-185x114.jpg https://www.investmentweek.co.uk/news/4185483/fifth-european-active-equity-funds-beat-passive-peers-decade https://www.investmentweek.co.uk/news/4185483/fifth-european-active-equity-funds-beat-passive-peers-decade https://www.investmentweek.co.uk/news/4185483/fifth-european-active-equity-funds-beat-passive-peers-decade Thu, 14 Mar 2024 15:01:39 +0000 Aviva Investors' Wakefield: Is Japan's stock-market sugar rush sustainable? <img alt="Aviva Investors&#39; Wakefield: Is Japan&#39;s stock-market sugar rush sustainable?" src="https://www.investmentweek.co.uk/api/v1/wps/9a367f7/57a3f64a-9a3f-44c8-b879-953b4c166b67/22/wakefield-baylee-roi-1-185x114.jpg" /> <p><!--summary start--> Despite previous unsuccessful attempts, the Japanese government’s structural reforms now seem to be bearing fruit. This has contributed to a 34-year high on the Japanese stock market, but is it sustainable? <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9a367f7/57a3f64a-9a3f-44c8-b879-953b4c166b67/22/wakefield-baylee-roi-1-185x114.jpg https://www.investmentweek.co.uk/opinion/4184006/aviva-investors-wakefield-japans-stock-market-sugar-rush-sustainable https://www.investmentweek.co.uk/opinion/4184006/aviva-investors-wakefield-japans-stock-market-sugar-rush-sustainable https://www.investmentweek.co.uk/opinion/4184006/aviva-investors-wakefield-japans-stock-market-sugar-rush-sustainable Thu, 14 Mar 2024 11:35:37 +0000 JP Morgan AM's Karen Ward: Investors should not 'trade' the US election <img alt="JP Morgan AM&#39;s Karen Ward: Investors should not &#39;trade&#39; the US election" src="https://www.investmentweek.co.uk/api/v1/wps/c4785bb/015cea2f-848b-4e22-a800-5b5bfa01b151/21/WARD-Karen-JPMAM-Funds-To-Watch-2020-185x114.jpg" /> <p><!--summary start--> Investors should not be ‘trading’ based on the potential outcomes of the upcoming US election, JP Morgan Asset Management’s EMEA chief market strategist Karen Ward has warned. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c4785bb/015cea2f-848b-4e22-a800-5b5bfa01b151/21/WARD-Karen-JPMAM-Funds-To-Watch-2020-185x114.jpg https://www.investmentweek.co.uk/news/4185176/jp-morgan-ams-karen-ward-investors-trade-us-election https://www.investmentweek.co.uk/news/4185176/jp-morgan-ams-karen-ward-investors-trade-us-election https://www.investmentweek.co.uk/news/4185176/jp-morgan-ams-karen-ward-investors-trade-us-election Thu, 14 Mar 2024 11:26:29 +0000 Royal London AM launches Irish-domiciled US Equity fund <img alt="Royal London AM launches Irish-domiciled US Equity fund" src="https://www.investmentweek.co.uk/api/v1/wps/9428385/8357f24f-c498-44d1-8e3f-ee548144c024/25/US-dollar-graph-185x114.jpg" /> <p><!--summary start--> Royal London Asset Management has launched an Irish-domiciled US Equity fund, part of the range managed by the firm's global equity team. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9428385/8357f24f-c498-44d1-8e3f-ee548144c024/25/US-dollar-graph-185x114.jpg https://www.investmentweek.co.uk/news/4184964/royal-london-launches-irish-domiciled-us-equity-fund https://www.investmentweek.co.uk/news/4184964/royal-london-launches-irish-domiciled-us-equity-fund https://www.investmentweek.co.uk/news/4184964/royal-london-launches-irish-domiciled-us-equity-fund Wed, 13 Mar 2024 15:25:49 +0000 Liontrust shutters UK-domiciled Tortoise fund amid asset decline <img alt="Liontrust shutters UK-domiciled Tortoise fund amid asset decline" src="https://www.investmentweek.co.uk/api/v1/wps/fc1be55/9f8b8ad0-5e47-44a6-9a68-00b8947f7a5f/24/closed-sign-red-580-358-185x114.jpg" /> <p><!--summary start--> Liontrust has closed the UK-domiciled version of its Tortoise fund due to its shrunken size. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/fc1be55/9f8b8ad0-5e47-44a6-9a68-00b8947f7a5f/24/closed-sign-red-580-358-185x114.jpg https://www.investmentweek.co.uk/news/4184408/liontrust-shutters-uk-domiciled-tortoise-fund-amid-asset-decline https://www.investmentweek.co.uk/news/4184408/liontrust-shutters-uk-domiciled-tortoise-fund-amid-asset-decline https://www.investmentweek.co.uk/news/4184408/liontrust-shutters-uk-domiciled-tortoise-fund-amid-asset-decline Tue, 12 Mar 2024 10:54:02 +0000 LGIM CIO Laud: Magnificent Seven could be reaching bubble territory <img alt="LGIM CIO Laud: Magnificent Seven could be reaching bubble territory" src="https://www.investmentweek.co.uk/api/v1/wps/6605362/3976a8b8-99fb-42e7-8105-4efde205b6b2/36/laud-sonja-185x114.jpg" /> <p><!--summary start--> Legal & General Investment Management CIO Sonja Laud has suggested the Magnificent Seven could be reaching bubble territory, as she advised adopting a thematic approach to AI rather than betting on individual names. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/6605362/3976a8b8-99fb-42e7-8105-4efde205b6b2/36/laud-sonja-185x114.jpg https://www.investmentweek.co.uk/news/4183759/lgim-cio-laud-magnificent-seven-reaching-bubble-territory https://www.investmentweek.co.uk/news/4183759/lgim-cio-laud-magnificent-seven-reaching-bubble-territory https://www.investmentweek.co.uk/news/4183759/lgim-cio-laud-magnificent-seven-reaching-bubble-territory Mon, 11 Mar 2024 08:22:29 +0000 IWD 24: Is Meta's dividend a sign the FAANGs are becoming mature companies? <img alt="IWD 24: Is Meta&#39;s dividend a sign the FAANGs are becoming mature companies?" src="https://www.investmentweek.co.uk/api/v1/wps/c359008/1b44fc63-f09c-460a-84dd-563335c480ec/34/FRAANGs-cover-image-185x114.png" /> <p><!--summary start--> To mark International Women's Day 2024 Investment Week spoke to eleven female-identifying fund managers, analysts and CIOs about whether Meta's inaugural dividend is a sign that the company, along with its FAANG cohort, is entering a more mature phase. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c359008/1b44fc63-f09c-460a-84dd-563335c480ec/34/FRAANGs-cover-image-185x114.png https://www.investmentweek.co.uk/news-analysis/4183176/iwd-metas-dividend-sign-faangs-mature-companies https://www.investmentweek.co.uk/news-analysis/4183176/iwd-metas-dividend-sign-faangs-mature-companies https://www.investmentweek.co.uk/news-analysis/4183176/iwd-metas-dividend-sign-faangs-mature-companies Fri, 8 Mar 2024 12:09:29 +0000 Investors pulled £38.1bn from active funds in 2023 as cost of living pressure bites <img alt="Investors pulled £38.1bn from active funds in 2023 as cost of living pressure bites" src="https://www.investmentweek.co.uk/api/v1/wps/bbdf5e6/4453a192-077e-4730-99ba-facb76a6e320/9/fund-flows-192-158-185x114.jpg" /> <p><!--summary start--> Active funds suffered outflows totalling £38.1bn in 2023, as investors continued to favour tracker funds, according to data from the Investment Association (IA). <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/bbdf5e6/4453a192-077e-4730-99ba-facb76a6e320/9/fund-flows-192-158-185x114.jpg https://www.investmentweek.co.uk/news/4182996/investors-pulled-gbp-1bn-active-funds-2023-cost-living-pressure-bites https://www.investmentweek.co.uk/news/4182996/investors-pulled-gbp-1bn-active-funds-2023-cost-living-pressure-bites https://www.investmentweek.co.uk/news/4182996/investors-pulled-gbp-1bn-active-funds-2023-cost-living-pressure-bites Thu, 7 Mar 2024 11:26:01 +0000 'Helpful change' or 'political stunt'?: The debate on the Great British ISA and what investments should qualify <img alt="&#39;Helpful change&#39; or &#39;political stunt&#39;?: The debate on the Great British ISA and what investments should qualify" src="https://www.investmentweek.co.uk/api/v1/wps/169c367/1e5f916d-d74e-49b5-993a-7656227496aa/18/chess-conflict-185x114.jpg" /> <p><!--summary start--> Jeremy Hunt’s introduction of the Great British ISA (GB ISA) in his Spring Budget yesterday (6 March) has sparked highly contentious debate, polarising industry professionals on the merits or otherwise of the move. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/169c367/1e5f916d-d74e-49b5-993a-7656227496aa/18/chess-conflict-185x114.jpg https://www.investmentweek.co.uk/news-analysis/4182675/helpful-change-political-stunt-debate-great-british-isa-investments-qualify https://www.investmentweek.co.uk/news-analysis/4182675/helpful-change-political-stunt-debate-great-british-isa-investments-qualify https://www.investmentweek.co.uk/news-analysis/4182675/helpful-change-political-stunt-debate-great-british-isa-investments-qualify Thu, 7 Mar 2024 09:03:17 +0000 Spring Budget 24: Chancellor unveils Great British ISA following calls from industry <img alt="Spring Budget 24: Chancellor unveils Great British ISA following calls from industry" src="https://www.investmentweek.co.uk/api/v1/wps/fe27fbf/760dd4e4-616a-4f37-a0ce-84fb154aff67/20/Jeremy-Hunt-with-case-185x114.jpg" /> <p><!--summary start--> Chancellor of the Exchequer Jeremy Hunt has confirmed the introduction of the widely predicted Great British ISA (GB ISA). <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/fe27fbf/760dd4e4-616a-4f37-a0ce-84fb154aff67/20/Jeremy-Hunt-with-case-185x114.jpg https://www.investmentweek.co.uk/news/4182373/spring-budget-chancellor-unveils-great-british-isa-following-calls-industry https://www.investmentweek.co.uk/news/4182373/spring-budget-chancellor-unveils-great-british-isa-following-calls-industry https://www.investmentweek.co.uk/news/4182373/spring-budget-chancellor-unveils-great-british-isa-following-calls-industry Wed, 6 Mar 2024 13:17:24 +0000 Equity fund flows hit three-year high at £2.6bn in February <img alt="Equity fund flows hit three-year high at £2.6bn in February" src="https://www.investmentweek.co.uk/api/v1/wps/215a7db/8deeb921-e3e7-4e97-a264-da827ce87c12/25/fund-flows-185x114.jpg" /> <p><!--summary start--> UK investors piled into equity funds at the fastest rate in almost three years, adding more than £2.6bn to their holdings in February. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/215a7db/8deeb921-e3e7-4e97-a264-da827ce87c12/25/fund-flows-185x114.jpg https://www.investmentweek.co.uk/news/4181383/equity-fund-flows-hit-gbp-6bn-february https://www.investmentweek.co.uk/news/4181383/equity-fund-flows-hit-gbp-6bn-february https://www.investmentweek.co.uk/news/4181383/equity-fund-flows-hit-gbp-6bn-february Tue, 5 Mar 2024 11:34:21 +0000 JOHCM UK Dynamic managers on Savvides' exit, continuity and the outlook for UK equities <img alt="JOHCM UK Dynamic managers on Savvides&#39; exit, continuity and the outlook for UK equities" src="https://www.investmentweek.co.uk/api/v1/wps/470084a/534d77d2-3b5b-4646-babf-14ba716e5b59/12/Tom-Matthews-2-750-750px-website-185x114.jpg" /> <p><!--summary start--> Anytime a lead manager leaves a fund house, there is always speculation from media, analysts and investors alike surrounding the reasons behind the move. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/470084a/534d77d2-3b5b-4646-babf-14ba716e5b59/12/Tom-Matthews-2-750-750px-website-185x114.jpg https://www.investmentweek.co.uk/interview/4179003/johcm-uk-dynamic-managers-savvides-exit-continuity-outlook-uk-equities https://www.investmentweek.co.uk/interview/4179003/johcm-uk-dynamic-managers-savvides-exit-continuity-outlook-uk-equities https://www.investmentweek.co.uk/interview/4179003/johcm-uk-dynamic-managers-savvides-exit-continuity-outlook-uk-equities Tue, 27 Feb 2024 15:17:26 +0000 Fidelity platform restricts new investments into Jupiter UK Mid Cap and UK Smaller Companies <img alt="Fidelity platform restricts new investments into Jupiter UK Mid Cap and UK Smaller Companies " src="https://www.investmentweek.co.uk/api/v1/wps/e6e09f0/5b14d90f-a6f5-4615-9100-4c10f127ae9f/24/investment-platform-185x114.jpg" /> <p><!--summary start--> Fidelity’s personal investing platform has restricted new investments into the £544.7m Jupiter UK Mid Cap and the £422.5m Jupiter UK Smaller Companies funds. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/e6e09f0/5b14d90f-a6f5-4615-9100-4c10f127ae9f/24/investment-platform-185x114.jpg https://www.investmentweek.co.uk/news/4178972/fidelity-platform-restricts-investments-jupiter-uk-mid-cap-uk-companies https://www.investmentweek.co.uk/news/4178972/fidelity-platform-restricts-investments-jupiter-uk-mid-cap-uk-companies https://www.investmentweek.co.uk/news/4178972/fidelity-platform-restricts-investments-jupiter-uk-mid-cap-uk-companies Tue, 27 Feb 2024 11:39:30 +0000 UK food prices fall for the first time in five months <img alt="UK food prices fall for the first time in five months" src="https://www.investmentweek.co.uk/api/v1/wps/5445f71/11352700-347e-4202-adb1-4f450bdf67fa/14/uk-equities-009-185x114.jpg" /> <p><!--summary start--> Food prices in the UK have fallen for the first time since September, with a month-on-month decline of 0.1% between January and February. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/5445f71/11352700-347e-4202-adb1-4f450bdf67fa/14/uk-equities-009-185x114.jpg https://www.investmentweek.co.uk/news/4178900/uk-food-prices-fall-months https://www.investmentweek.co.uk/news/4178900/uk-food-prices-fall-months https://www.investmentweek.co.uk/news/4178900/uk-food-prices-fall-months Tue, 27 Feb 2024 08:57:30 +0000 Update: Investment Association: 'There is clear alignment between pay and performance' <img alt="Update: Investment Association: &#39;There is clear alignment between pay and performance&#39;" src="https://www.investmentweek.co.uk/api/v1/wps/330aef2/073a03b7-9b11-4cb8-b631-a5db9b565a53/16/equal-pay-day-185x114.jpg" /> <p><!--summary start--> The Investment Association has argued there is “a clear alignment between pay and performance”, as it consults with members on the UK’s listings regime. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/330aef2/073a03b7-9b11-4cb8-b631-a5db9b565a53/16/equal-pay-day-185x114.jpg https://www.investmentweek.co.uk/news/4168763/update-investment-association-alignment-pay-performance https://www.investmentweek.co.uk/news/4168763/update-investment-association-alignment-pay-performance https://www.investmentweek.co.uk/news/4168763/update-investment-association-alignment-pay-performance Mon, 26 Feb 2024 08:42:00 +0000 Deep Dive: Uncertain economic outlook boosts case for blended portfolios <img alt="Deep Dive: Uncertain economic outlook boosts case for blended portfolios" src="https://www.investmentweek.co.uk/api/v1/wps/9bf07b9/795239af-301e-4513-88cc-4d3de661f8b2/18/portfolio-management-185x114.jpg" /> <p><!--summary start--> The uncertain economic outlook supports the case for constructing portfolios with a blend of value and growth stocks in a period of reduced style bias polarisation, experts have told Investment Week. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9bf07b9/795239af-301e-4513-88cc-4d3de661f8b2/18/portfolio-management-185x114.jpg https://www.investmentweek.co.uk/analysis/4178162/deep-dive-uncertain-economic-outlook-boosts-case-blended-portfolios https://www.investmentweek.co.uk/analysis/4178162/deep-dive-uncertain-economic-outlook-boosts-case-blended-portfolios https://www.investmentweek.co.uk/analysis/4178162/deep-dive-uncertain-economic-outlook-boosts-case-blended-portfolios Fri, 23 Feb 2024 13:38:49 +0000 Partner Content: Three Minutes With Federated Hermes Limited's Mark Sherlock <img alt="Partner Content: Three Minutes With Federated Hermes Limited&#39;s Mark Sherlock" src="https://www.investmentweek.co.uk/api/v1/wps/b130915/213790f5-c386-4954-9d4b-141f5b06c040/3/image-1-185x114.png" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/b130915/213790f5-c386-4954-9d4b-141f5b06c040/3/image-1-185x114.png https://www.investmentweek.co.uk/sponsored/4176150/partner-content-minutes-federated-hermes-limiteds-mark-sherlock https://www.investmentweek.co.uk/sponsored/4176150/partner-content-minutes-federated-hermes-limiteds-mark-sherlock https://www.investmentweek.co.uk/sponsored/4176150/partner-content-minutes-federated-hermes-limiteds-mark-sherlock Tue, 20 Feb 2024 11:40:42 +0000 'Big Short' Michael Burry boosts China tech investments amid downturn <img alt="&#39;Big Short&#39; Michael Burry boosts China tech investments amid downturn" src="https://www.investmentweek.co.uk/api/v1/wps/9597d5b/cf27f838-55c2-49fc-ab14-ba4e53c687fe/25/Michael-Burry-185x114.jpg" /> <p><!--summary start--> Michael Burry, the hedge fund investor made famous by The Big Short, has increased his investments in Chinese tech giants Alibaba and JD.com, despite the ongoing downturn in Chinese shares. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9597d5b/cf27f838-55c2-49fc-ab14-ba4e53c687fe/25/Michael-Burry-185x114.jpg https://www.investmentweek.co.uk/news/4174732/big-short-michael-burry-boosts-china-tech-investments-amid-downturn https://www.investmentweek.co.uk/news/4174732/big-short-michael-burry-boosts-china-tech-investments-amid-downturn https://www.investmentweek.co.uk/news/4174732/big-short-michael-burry-boosts-china-tech-investments-amid-downturn Thu, 15 Feb 2024 14:59:59 +0000 Lindsell Train Global Equity swaps Japanese exchange for Universal Music Group <img alt="Lindsell Train Global Equity swaps Japanese exchange for Universal Music Group" src="https://www.investmentweek.co.uk/api/v1/wps/8346a5a/c35d9340-cd44-4e1c-b7bd-bbf80fbed63d/38/asia-financial-185x114.jpg" /> <p><!--summary start--> The £4.6bn Lindsell Train Global Equity fund has made its first portfolio change in almost two years, exiting the Japanese Exchange Group (JPX) due to its “extreme cyclicality”. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/8346a5a/c35d9340-cd44-4e1c-b7bd-bbf80fbed63d/38/asia-financial-185x114.jpg https://www.investmentweek.co.uk/news/4174211/lindsell-train-global-equity-swaps-japanese-exchange-universal-music-group https://www.investmentweek.co.uk/news/4174211/lindsell-train-global-equity-swaps-japanese-exchange-universal-music-group https://www.investmentweek.co.uk/news/4174211/lindsell-train-global-equity-swaps-japanese-exchange-universal-music-group Wed, 14 Feb 2024 15:30:45 +0000 Partner Insight: Attractive yields but narrow spreads - The credit dilemma <img alt="Partner Insight: Attractive yields but narrow spreads - The credit dilemma" src="https://www.investmentweek.co.uk/api/v1/wps/8804209/8bb47be3-527b-427a-a9d9-0c281a2c3127/13/events-tile-masthead-1-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/8804209/8bb47be3-527b-427a-a9d9-0c281a2c3127/13/events-tile-masthead-1-185x114.jpg https://www.investmentweek.co.uk/sponsored/4173180/trp-iw-24-attractive-yields-narrow-spreads-credit-dilemma https://www.investmentweek.co.uk/sponsored/4173180/trp-iw-24-attractive-yields-narrow-spreads-credit-dilemma https://www.investmentweek.co.uk/sponsored/4173180/trp-iw-24-attractive-yields-narrow-spreads-credit-dilemma Wed, 14 Feb 2024 06:34:00 +0000 Global fund managers most bullish in two years as growth expectations improve <img alt="Global fund managers most bullish in two years as growth expectations improve" src="https://www.investmentweek.co.uk/api/v1/wps/e68c2c8/7b5a8277-1f3b-495d-a5c8-c3759a07302e/12/Bull-Wall-Street-666589480-185x114.jpg" /> <p><!--summary start--> Global investors have expressed their “most bullish” sentiment since January 2022, according to the Bank of America’s latest Global Fund Manager survey. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/e68c2c8/7b5a8277-1f3b-495d-a5c8-c3759a07302e/12/Bull-Wall-Street-666589480-185x114.jpg https://www.investmentweek.co.uk/news/4173613/global-fund-managers-most-bullish-growth-expectations-improve https://www.investmentweek.co.uk/news/4173613/global-fund-managers-most-bullish-growth-expectations-improve https://www.investmentweek.co.uk/news/4173613/global-fund-managers-most-bullish-growth-expectations-improve Tue, 13 Feb 2024 14:52:11 +0000 Four Graphs explaining India <img alt="Four Graphs explaining India" src="https://www.investmentweek.co.uk/api/v1/wps/a785416/dae96cbe-9aad-4d89-8264-2b6f35387f54/3/Four-Graphs-India-cover-image-G-185x114.jpg" /> <p><!--summary start--> In the latest instalment of the ‘Four graphs explaining' series, experts consider Indian equities. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/a785416/dae96cbe-9aad-4d89-8264-2b6f35387f54/3/Four-Graphs-India-cover-image-G-185x114.jpg https://www.investmentweek.co.uk/analysis/4171248/graphs-explaining-india https://www.investmentweek.co.uk/analysis/4171248/graphs-explaining-india https://www.investmentweek.co.uk/analysis/4171248/graphs-explaining-india Mon, 12 Feb 2024 11:34:00 +0000 Partner Insight: US SMID - Seven questions answered <img alt="Partner Insight: US SMID - Seven questions answered" src="https://www.investmentweek.co.uk/api/v1/wps/dfc1fbd/f8060f6d-fffe-4823-acde-e2c879565d46/10/US-SMID-Q-A-Image-24th-Jan-2024-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/dfc1fbd/f8060f6d-fffe-4823-acde-e2c879565d46/10/US-SMID-Q-A-Image-24th-Jan-2024-185x114.jpg https://www.investmentweek.co.uk/sponsored/4170983/fed-hermes-iw24-us-smid-seven-questions-answered https://www.investmentweek.co.uk/sponsored/4170983/fed-hermes-iw24-us-smid-seven-questions-answered https://www.investmentweek.co.uk/sponsored/4170983/fed-hermes-iw24-us-smid-seven-questions-answered Mon, 12 Feb 2024 06:34:29 +0000 abrdn's Yeo and Kwik: Will the dragon soar in 2024 for China? <img alt=" abrdn&#39;s Yeo and Kwik: Will the dragon soar in 2024 for China?" src="https://www.investmentweek.co.uk/api/v1/wps/ffd93c6/fa82136c-bec0-4f85-8ee2-29dfcf736fe6/11/Elizabeth-Kwik-Nicholas-Yeo-185x114.jpg" /> <p><!--summary start--> The dragon is one of the most auspicious symbols among the twelve animals in the Chinese zodiac calendar, embodying strength, wisdom, luck, and prosperity. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ffd93c6/fa82136c-bec0-4f85-8ee2-29dfcf736fe6/11/Elizabeth-Kwik-Nicholas-Yeo-185x114.jpg https://www.investmentweek.co.uk/opinion/4172176/abrdns-yeo-kwik-dragon-soar-2024-china https://www.investmentweek.co.uk/opinion/4172176/abrdns-yeo-kwik-dragon-soar-2024-china https://www.investmentweek.co.uk/opinion/4172176/abrdns-yeo-kwik-dragon-soar-2024-china Fri, 9 Feb 2024 11:20:28 +0000 Jeremy Hunt signals interest in potential British ISA launch - reports <img alt="Jeremy Hunt signals interest in potential British ISA launch - reports" src="https://www.investmentweek.co.uk/api/v1/wps/797d471/e3b913bf-7880-4286-9cf1-ca2b6197ad68/5/Jeremy-Hunt-Treasury-185x114.jpg" /> <p><!--summary start--> Chancellor of the Exchequer Jeremy Hunt has said he is “very attracted” by the idea of a British ISA. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/797d471/e3b913bf-7880-4286-9cf1-ca2b6197ad68/5/Jeremy-Hunt-Treasury-185x114.jpg https://www.investmentweek.co.uk/news/4172143/jeremy-hunt-signals-interest-potential-british-isa-launch-reports https://www.investmentweek.co.uk/news/4172143/jeremy-hunt-signals-interest-potential-british-isa-launch-reports https://www.investmentweek.co.uk/news/4172143/jeremy-hunt-signals-interest-potential-british-isa-launch-reports Fri, 9 Feb 2024 08:41:01 +0000 Investor demand meets 'relentless supply' of record-breaking US Treasury bond sales <img alt="Investor demand meets &#39;relentless supply&#39; of record-breaking US Treasury bond sales" src="https://www.investmentweek.co.uk/api/v1/wps/a908f9d/fd6077c8-1f0a-407f-b21d-8950a8ee5365/63/0108-us-finance-markets-bonds-stocks-generic-185x114.jpg" /> <p><!--summary start--> The US Treasury has embarked on some of its biggest ever sales of government debt, with investor demand meeting the 10-year note issuance on Wednesday (7 February). <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/a908f9d/fd6077c8-1f0a-407f-b21d-8950a8ee5365/63/0108-us-finance-markets-bonds-stocks-generic-185x114.jpg https://www.investmentweek.co.uk/news/4171879/investor-demand-meets-relentless-supply-record-breaking-us-treasury-bond-sales https://www.investmentweek.co.uk/news/4171879/investor-demand-meets-relentless-supply-record-breaking-us-treasury-bond-sales https://www.investmentweek.co.uk/news/4171879/investor-demand-meets-relentless-supply-record-breaking-us-treasury-bond-sales Thu, 8 Feb 2024 15:37:26 +0000 Schroders CIO Johanna Kyrklund: Investors should not get spooked by geopolitical turmoil <img alt="Schroders CIO Johanna Kyrklund: Investors should not get spooked by geopolitical turmoil" src="https://www.investmentweek.co.uk/api/v1/wps/6419601/901b3565-be98-4832-b623-150aff9136be/0/Johanna-Kyrklund-Social-Media-185x114.jpg" /> <p><!--summary start--> Johanna Kyrklund, group CIO and co-head of investment at Schroders, has urged investors to pay closer attention to macroeconomic factors such as GDP, inflation and interest rates, rather than geopolitical tensions. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/6419601/901b3565-be98-4832-b623-150aff9136be/0/Johanna-Kyrklund-Social-Media-185x114.jpg https://www.investmentweek.co.uk/feature/4171847/schroders-cio-johanna-kyrklund-investors-spooked-geopolitical-turmoil https://www.investmentweek.co.uk/feature/4171847/schroders-cio-johanna-kyrklund-investors-spooked-geopolitical-turmoil https://www.investmentweek.co.uk/feature/4171847/schroders-cio-johanna-kyrklund-investors-spooked-geopolitical-turmoil Thu, 8 Feb 2024 15:16:53 +0000 Equity funds gather highest inflows in three years as investor confidence returns <img alt="Equity funds gather highest inflows in three years as investor confidence returns " src="https://www.investmentweek.co.uk/api/v1/wps/fc7ea9d/b58a0959-381f-4a1b-a071-0340b2f26d77/34/stock-market-185x114.jpg" /> <p><!--summary start--> Inflows into equity funds surged to the highest level in three years last month, according to Calastone’s Fund Flow index. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/fc7ea9d/b58a0959-381f-4a1b-a071-0340b2f26d77/34/stock-market-185x114.jpg https://www.investmentweek.co.uk/news/4171225/equity-funds-gather-inflows-investor-confidence-returns https://www.investmentweek.co.uk/news/4171225/equity-funds-gather-inflows-investor-confidence-returns https://www.investmentweek.co.uk/news/4171225/equity-funds-gather-inflows-investor-confidence-returns Wed, 7 Feb 2024 11:42:59 +0000