The importance of identifying ‘tomorrow’s sectors’
Technology must cut administrative burden
Long term, discounts have moved in tandem with FTSE All Share
Some years ago, I wrote about our team's preference for maximum analytical flexibility as opposed to sector specialisation.
Ross Teverson, Jupiter's global emerging markets (GEM) head of strategy, has introduced formal sector analysis responsibilities across the team for the first time and scaled back the number of holdings in his new portfolios.
Accessing three ‘closed’ strategies via investment trusts
Last week, Neptune announced an overhaul of its research and business operations following disappointing fund performance in recent years.