Diversification is best explained by eggs, baskets and mathematics.
BlackRock manager overturns roughly 60% of the holdings of his Income and Growth trust.
Scottish Mortage investment trust abandons three key themes from the past decade in favour of “emergent themes of the future”.
Hermes manager says high-quality stocks will start outperforming following US rate rise.
Bad weather and suspicious data conspire to make the US appear in poorer shape than it is.
Manager’s shock exit sees industry analysts question his fund’s recent poor performance.
Analysis & Opinion
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Charity trustees are becoming more aware of the relationship between risk and return when investing
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More on Equities
Retail investors do not understand structured products and, even worse, they usually overestimate returns.
Due diligence is not something you do to keep the regulator happy; it is what you do to protect your clients and your business.
May 26, 2015
Bank of America Merrill Lynch survey shows rise in number of investors with an underweight position to US equities.
UK| May 22, 2015
Interim statement for the group reports steady progress across its divisions in the quarter ending April 30 2015.
Investments| May 20, 2015
Group’s UK equities manager says he is avoiding bond proxies in favour of value opportunities including ‘significant’ increases in mining.