Last week marked five years since we launched the UK Equity Plus strategy. In that time we’ve delivered top quartile performance (compared to the IA UK All Companies peer group), with lower than average volatility. All this despite one of the most volatile macro...
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, giving investors access to some of the highest quality management teams with businesses operating around the world – while also...
UK equities remain important for income seekers, but which strategies are fund selectors favouring to weather the dividend drought? Citywire canvassed opinion. Despite widespread dividend cuts, wealth managers and advisers see attractions in UK equities for income....
Blackfinch Asset Management has launched four environmental, social and governance (ESG) approved multi-asset unit trusts, as it makes its move into the retail investment space. The trusts, which will be known as the Adaptation Funds, will blend both active and...
Jupiter has committed to a significant shake-up of its product range following its merger with Merian, with seven managers exiting and a number of sales staff being made redundant. From Merian, managers Ian Ormiston, Rob James, Mark Greenwood, Citywire...
2020 is shaping up to be a difficult year for income-seekers, but advisers and wealth managers are finding myriad ways to protect investors’ income stream. Citywire reports. Central banks have cut interest rates to close to zero – Britain’s to a historic low of 0.1% –...
What extraordinary times we are living in! Away from the heroes on the front line who are bravely battling this pandemic, fund managers around the world are spending their time trying to absorb and analyse the data, trying to second guess what the next stage of the...
Citywire conducted these interviews on March 5th, two weeks into the extreme market volatility that continues to surround us. To help give some perspective, we’ve gone back to our wealth managers to see how they view the markets now. You can see what they say...
An investment strategy that focuses on high-quality companies and is well diversified across investment styles and sectors should stand UK equity investors in good stead when the ‘skies clear’, according to JP Morgan fund manager James Illsley. ‘Don’t ask me about...
When fund managers have a positive view on a stock, they can buy it and build a position as large as their liquidity and risk parameters allow. In many cases, this can be many times the weight of the stock in the index, significantly increasing the potential to...
Value has experienced its longest period in the doldrums since the great depression of the 1930s and is now cheaper rel...
It has been great to have test cricket being played again. A sport I am utterly useless at (and one I found pretty dull...
This year has been brimming with opportunity and rife with risk for value managers like Ian Butler. The stock market se...
