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1 天前 · Speaking at Northern Congress, Bill Hench, head of the small-cap team and portfolio manager at First Eagle Investments, discusses why US small-cap value is a compelling investment opportunity, what he looks for in an attractive stock and why investors should consider the First Eagle US Small Cap Opportunity fund.
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2 天之前 · Latest Stories Analysis Multi-Asset Industry Best Practice
The best performing funds of 2024 | Portfolio Adviser
6 小时之前 · North America was the place to invest in 2024, with the Alger Focus Equity fund making the highest return of any other portfolio throughout the year. It climbed a whopping 54.5% last year by investing in US equities – more than doubling the 22% made by its peers in the IA North America sector and ...
Kepler reveals rated investment trusts for 2025 | Portfolio Adviser
1 天前 · Kepler has released its rated investment trusts for 2025 across growth, income, and alternative income categories, adding AVI Japan Opportunity and Vietnam Enterprise Investments to the growth winners. The ratings from Kepler Trust Intelligence factor in a span of five years with an analysis of risk ...
Analysis: Is fixed income too expensive? | PA Adviser
2024年10月14日 · The scars of 2022 run deep for many investors. While there were warnings, few had expected 20%+ drawdowns in high quality fixed income portfolios
PA Adviser
7IM has hired Matteo Ruozzo as a senior quantitative investment strategist. He joins the investment management team and will report into Matthew Yeates, deputy chief investment officer.
Portfolio Adviser - Investment news for UK wealth managers
2 天之前 · Detailed analysis of asset allocation, fund selection and portfolio construction for wealth managers and advisers specialising in investments across the UK and Channel Islands.
The undervalued markets where managers are diversifying away …
2024年12月19日 · The US equity market went from strength to strength in 2024 as investors’ hungry appetite for growthy technology stocks sent the S&P 500 soaring 28.4% throughout the year (as of 18 December). But as US equites leap to new heights, some asset managers grow concerned that a bubble is forming and ...
What should wealth firms expect in 2025? | PA Adviser
2024年11月25日 · 2024 has been a year full of geopolitical shocks and changes around the world. 2025 could well be more tumultuous; we have a new Labour government implementing its agenda in the UK (an agenda that is already facing significant scrutiny), a Trump administration in the US which will focus its efforts on US economic growth and conflicts around the world that seemingly continue without sign of ...
Funds - Portfolio Adviser
In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets