Banks, semiconductors and ‘green capex’ offer some appealing opportunities in Europe.
Author Archives: Portfolio Adviser
Fidelity China trust cuts fees after solid year
Performance was boosted by ‘robust’ stock picking in the consumer space.
Abrdn Japan trust to merge assets with Nippon Active Value Fund
The merger is expected to be completed in the third quarter of 2023.
What lies ahead? Predictions for the coming months
Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April.
Absolute return funds are having a resurgence
In choppy and uncertain markets, absolute return funds offer potential for positive returns.
Are UK mid caps still a prime hunting ground for stock pickers?
Despite returning less than their large-cap peers in recent times, the scene may be set for mid caps to outperform.
Liontrust agrees to buy GAM for an ‘extraordinarily cheap’ £96m
The proposed takeover will create a business with £53bn AUMA.
Frontier markets’ inefficiency raises risk levels but big rewards are available to smart investors
A lack of overseas awareness and analyst coverage can play into the hands of specialist fund managers and their underlying investors.
Guinness GI launches China RMB income fund
EPIC Investment Partners will manage the portfolio day-to-day.
What are the drivers behind India’s ‘sizeable runway’ for growth?
‘In many ways, now should be India’s moment.’
