Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
Equities
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Hidden gems: Six below-radar funds in the Japan sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Square Mile: Bond funds feature heavily in July ratings update
Seven of the 11 funds re-rated by Square Mile had a fixed income mandate
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What has caused the global equity market sell-off?
Equity markets are down following US recession fears
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Small caps: FTSE 100 stars of the future
Five industry experts identify small and mid-cap companies they expect to enter the UK’s biggest index over the next few years
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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