Equities

Twenty years of successes and failures for the junior market

Simon Cordery, head of investor relations and business development, investment trusts at F&C Investments, explores the extent to which market sentiment can affect trusts.

Emerging markets funds have been hit by the biggest level of outflows in seven years, as issues including MSCI stalling on adding Chinese A-shares to its benchmarks weighed on sentiment.

Investors should be turning their attention to small-cap stocks, instead of their larger counterparts, to play the export-led recovery in Europe, according to S.W. Mitchell Capital's Jamie Carter.

RLAM's UK equity income manager talks to Alice Rigby about a decade at the helm of his fund, capacity issues, and why he is still backing wealth management stocks.

Thesis Asset Management has launched a UK equity-only model portfolio that invests in direct securities rather than funds.

Schroders has expanded its range with the launch of an emerging markets multi-asset income fund.

Troy Trojan Income manager Francis Brooke has been reducing his fund's position in utilities to protect against the threat of rising bond yields.

Ian Warmerdam, manager of the Henderson Global Growth fund, has been cutting exposure to the US and shifting to emerging markets, as the runaway performance of the US market has caused elevated stock values.

It has been several weeks since Jason Pidcock announced he is leaving his post as manager of the Newton Asian Income fund, after a decade at the helm, to set up a similar strategy for Jupiter later this year.