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Fund and manager news

All the latest news on funds, ITs and ETFs

French small caps will be big winners from Macron

by Dalvinder Kular on Jun 20, 2017 at 08:46

Citywire AAA-rated fund manager Caroline Gauthier believes business-friendly agenda of president Macron will be good for France's smaller companies.

Mark Barnett: UK politics ‘in a mess’ but I’m OK

by Gavin Lumsden on Jun 15, 2017 at 15:38

Invesco Perpetual equity income fund manager loses his Citywire rating after a difficult year but remains positive on post-election markets.

Stealey: US rate rise will highlight bond risks

by Michelle McGagh on Jun 14, 2017 at 13:23

UK interest rates may be stuck at all-time lows but the US is raising rates, a trend bond investors need to beware, says JPMorgan’s Iain Stealey.

Fund managers warn of tech bubble 2.0

by Danielle Levy on Jun 14, 2017 at 07:25

Bank of America Merrill Lynch survey reveals fund managers had grown fearful of lofty technology stock valuations before recent sell-off.

The Accumulator: tough week for pound as polls tighten

by Gavin Lumsden on Jun 02, 2017 at 15:47

The prospect of a hung Parliament saw sterling retreat while FTSE 100 modestly extended its impressive 12-month gains.

Neptune China manager Turnbull exits

by Joshua Thurston on May 24, 2017 at 07:14

Neptune Investment Management gives Ewan Thompson reins of its China fund after departure of Douglas Turnbull.

Chelsea launches four funds for busy investors

by Gavin Lumsden on May 23, 2017 at 07:01

Fund supermarket Chelsea Financial Services offers ready-made portfolios for people who don’t want to choose their own investments.

Burford Capital raises £175m in sell-out bond

by Gavin Lumsden on May 22, 2017 at 08:08

Litigation finance firm backed by fund managers Neil Woodford and Mark Barnett closes 5% bond offer after just a week.

Accumulator: Temer tape throws Brazil into turmoil

by Gavin Lumsden on May 19, 2017 at 11:37

Our exclusive stock market data table shows the impact of Brazil's latest corruption scandal in a week the global mood darkened.

Burford Capital offers 5% bond to fight more legal cases

by Gavin Lumsden on May 12, 2017 at 09:44

Litigation finance provider liked by star fund managers Neil Woodford and Mark Barnett launches third bond at retail investors.

Rich List: Terry Smith surges in post-Brexit boom

by Dylan Lobo on May 08, 2017 at 10:00

Star fund manager Terry Smith has jumped up the Sunday Times' Rich List during a post-Brexit boom for UK's super wealthy.

Ruffer named as mystery '50 Cent' buyer of 'fear' options

by David Campbell on May 05, 2017 at 10:27

Traders believe they have identified Ruffer as the big buyer of Vix volatility options designed to protect its funds from a market crash.

Value left in US small and mid caps, says Janvier

by Michelle McGagh on May 04, 2017 at 08:43

US smaller companies are not as expensive as investors think and stand to benefit from president Trump cutting back on regulation, says Nicolas Janvier of Columbia Threadneedle.

Think like a bond investor and unearth 'quality' stocks

by Daniel Grote on May 04, 2017 at 07:39

BlackRock Global Income managers Stuart Reeve and Andrew Wheatley-Hubbard are searching for 'investment grade' shares.

Littlewood gets co-manager on Artemis Strategic Assets

by Yoosof Farah on May 02, 2017 at 11:37

Artemis has promoted analyst Kartik Kumar co-manage its £800 million Strategic Assets fund alongside former star manager William Littlewood.

Rathbones’ Coombs: why I’m holding so much cash

by Selin Bucak on Apr 24, 2017 at 07:00

Citywire AAA-rated David Coombs, manager of the Rathbone Multi-Asset Portfolio funds, is worried about inflation in the UK and Europe.

Snap Election: what May's move means for investors

by Jack Gilbert, Gavin Lumsden on Apr 18, 2017 at 14:34

Whether the prospect of another election excites or alarms you, the prime minister's move underlines the need for balanced investments.

Make fund charges simple, Morningstar urges FCA

by Danielle Levy on Apr 12, 2017 at 07:00

Investment analyst weighs in on watchdog's review of fund charging and claims more detailed analysis shows worth of its ratings system.

Rotation into value stocks could last for a decade

by Michelle McGagh on Mar 30, 2017 at 10:01

Investors shouldn't worry about missing the 'big rotation' out of defensive growth stocks, says Nick Kirrage of Schroders. 

Artemis: Trump will target tax cuts after healthcare defeat

by Michelle McGagh on Mar 29, 2017 at 07:49

Republicans will be more determined to push through tax reform after failing to repeal Obamacare, says Cormac Weldon of Artemis. 

BlackRock cuts fund managers as trackers advance

by Alex Steger on Mar 29, 2017 at 07:13

Investment giant responds to threat from cheap, index-tracking funds by reducing reliance of its US business on human stock pickers.

Bond star Bill Gross gets $81m in Pimco peace deal

by Alex Steger on Mar 28, 2017 at 07:00

US investment group Pimco and Bill Gross have settled their long-running legal battle with former star manager receiving £64 million.

Hargreaves banks on Lloyds with new income fund

by Daniel Grote on Mar 27, 2017 at 13:15

Hargreaves Lansdown banks on rising dividends from Lloyds as online stockbroker unveils portfolio for new monthly income fund.

Buxton urges Unilever to be strong after 'near death' Kraft shock

by David Campbell on Mar 20, 2017 at 17:01

Old Mutual fund manager Richard Buxton warns Unilever not to return to bad old days with strategic review after Kraft/Heinz's failed bid approach. 

Woodford Equity Income hits £10bn

by Dylan Lobo on Mar 20, 2017 at 10:49

Neil Woodford may have pipped arch rival Terry Smith in getting his flagship equity income fund over £10 billion in assets for the first time.

Neptune to report dividend concentration risk on funds

by David Campbell on Mar 20, 2017 at 08:00

Neptune Investment Management to disclose the extent its equity income funds rely on dividends from top 10 biggest stocks.

'Trump gap' led Fed to scale back rate rises, says Jupiter

by Dalvinder Kular on Mar 20, 2017 at 07:00

Jupiter bond veteran Ariel Bezalel says Federal Reserve not worried about US over heating as president unlikely to get policies passed.

JOHCM UK Opportunities' John Wood to retire

by Yoosof Farah, Danielle Levy on Mar 16, 2017 at 07:57

Manager of JO Hambro Capital Management’s flagship UK Opportunities fund announces end of his 26-year investment career.

Miton launches 4% yielding infrastructure fund

by Michelle McGagh on Mar 15, 2017 at 07:52

Investment group best known for its smaller company expertise branches out with new fund investing in infrastructure and utility shares.

Equity income funds lower yield hurdle

by Joshua Thurston on Mar 09, 2017 at 12:24

UK equity income funds told they only have to match the yield on the FTSE All Share as previous 110% yield target is relaxed.

Standard Life and Aberdeen seal £11bn merger

by Gavin Lumsden on Mar 06, 2017 at 09:00

Standard Life and Aberdeen Asset Management unveil terms of ‘merger of equals’ to create UK and Scottish national investment champion.

Sanditon gambles on Just Eat investors' indigestion

by David Campbell on Mar 03, 2017 at 11:44

Sanditon managers Chris Rice and Tim Russell are having a difficult time shorting stocks during the recent stock market rally.

Ruffer warns 'inflation denouement' fast approaching

by Danielle Levy on Mar 02, 2017 at 07:00

Defensive Ruffer fund managers Hamish Baillie, Steve Russell and Duncan MacInnes say investors must prepare for consequences of fiscal stimulus.

Hugh Yarrow: what a relief 'Kraftilever' deal was axed

by Yoosof Farah on Mar 02, 2017 at 06:57

Citywire AAA-rated manager pleased Unilever was saved for income investors but looks forward to group becoming more efficient.

The day Terry Smith’s FEET stumbled

by Michelle McGagh on Mar 01, 2017 at 07:00

Last year took a decisive turn for the worst for Fundsmith Emerging Equities Trust on 8 November and not just because of Donald Trump.

The worst is over for BlackRock World Mining

by Michelle McGagh, Gavin Lumsden on Feb 28, 2017 at 11:13

A cut in the final dividend after a dramatic share price recovery signals a new phase for the UK’s biggest listed mining fund.

Brexit: UK plc never had it so good, says Nimmo

by Michelle McGagh on Feb 27, 2017 at 17:17

Star smaller companies fund manager Harry Nimmo continues to be a post-Brexit bull, impressed by the resilience of companies he invests in.

HICL share offer: 4.9% yield at a smaller premium

by Danielle Levy on Feb 27, 2017 at 07:48

HICL Infrastructure is on the road with its first retail share issue in nearly four years. Experts say it is a good opportunity for income investors.

How Brexit turned Neil Woodford bullish

by Daniel Grote on Feb 24, 2017 at 12:59

Less than a year ago star fund manager believed UK economy was 'awful' and markets 'highly valued'. He's changed his tune.

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