July fund performance: Small caps rebound in marathon month of politics
While tech was the worst-performing IA sector over the month, according to FE fundInfo data
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Man Group’s Emily Badger: What positive interest rates means for Japan financials
Co-manager of the £2.3bn Man GLG Japan Core Alpha fund discusses the impact of the end of negative interest rates
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AllianzGI’s Maisonneuve: Why China still has a place in portfolios despite tariff threat
Global CIO equity discusses the outlook for EVs and Chinese equities amid ongoing volatility
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FE Fundinfo: Tech and value funds receive top ratings in July Crown rebalance
Royal London received the most ‘five crown’ ratings by fund group, while four M&G strategies were downgraded
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Invesco: Sovereign wealth funds explore EM as geopolitics becomes primary concern
67% of sovereign investors expect EM to match or beat DM performance over three years
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UK dividends reach all-time high in Q2
Dividends were up 11.2% to a record-breaking £36.7bn, with UK banks more than making up for miners’ shortfalls
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CT Fund Watch: Number of consistent top-performing IA funds falls to 1.9%
IA Japan housed the most funds achieving consistent top quartile returns
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What would a second Trump presidency mean for US equity allocations?
US small caps and defence tipped to see growth
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Morningstar downgrades Lindsell Train Global Equity process rating
Manager research team argues the fund’s competitive position has ‘diminished’
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M&G warns of bumpy path and turbulence ahead for investors
Mid-year CIO outlook points to political uncertainty and rate cuts
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Fiera Capital rolls out $6.1bn US Smid Cap Growth strategy in Europe
Due to strong demand for US equities