Morningstar

AVI Global sees 'fertile hunting ground' in UK investment trust sector

Investment Trusts

AVI Global sees 'fertile hunting ground' in UK investment trust sector

Driven by discounts at GFC levels

clock 10 November 2023 • 2 min read
Deep Dive: Higher cost of debt raises stakes for investment trusts employing gearing

Investment Trusts

Deep Dive: Higher cost of debt raises stakes for investment trusts employing gearing

'Part and parcel' of the sector

clock 10 November 2023 • 5 min read
UK dodges recession with surprise 0.2% September growth

UK

UK dodges recession with surprise 0.2% September growth

Flat growth for Q3

clock 10 November 2023 • 2 min read
Shareholder activism and M&A surge is a mixed blessing for investment trust sector

Investment Trusts

Shareholder activism and M&A surge is a mixed blessing for investment trust sector

Driven by discounts at GFC levels

clock 09 November 2023 • 5 min read
Stock Spotlight: General Motors struggles to shift gears as strike concludes

Companies

Stock Spotlight: General Motors struggles to shift gears as strike concludes

Six weeks of strikes

clock 06 November 2023 • 5 min read
Fundsmith Equity takes stake in cybersecurity firm Fortinet

Unit trusts/OEICs

Fundsmith Equity takes stake in cybersecurity firm Fortinet

Negative performance in October

clock 03 November 2023 • 1 min read
Deep Dive: 'Dark green' Article 9 funds set to blossom as climate threat grows

ESG

Deep Dive: 'Dark green' Article 9 funds set to blossom as climate threat grows

Just 3.7% of all funds

clock 27 October 2023 • 4 min read
Flows into global sustainable funds slow in Q3 as AUM drops 4.2%

ESG

Flows into global sustainable funds slow in Q3 as AUM drops 4.2%

Morningstar report

clock 25 October 2023 • 2 min read
Stock Spotlight: Political scrutiny likely to cast shadow over Exxon's $60bn merger with Pioneer

Companies

Stock Spotlight: Political scrutiny likely to cast shadow over Exxon's $60bn merger with Pioneer

Presidential election in 2024

clock 23 October 2023 • 4 min read
Allianz GI global equity growth CIO to exit alongside four portfolio managers

People moves

Allianz GI global equity growth CIO to exit alongside four portfolio managers

'A massive loss'

clock 13 October 2023 • 2 min read
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Fundsmith Equity's Terry Smith questions if there are any AI winners

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03

Jupiter suffers higher than anticipated outflows of £2.2bn

09 January 2024 • 2 min read
04

Four Graphs explaining sterling

09 January 2024 • 3 min read
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JO Hambro's Savvides to take on Jupiter UK special sits as Ben Whitmore departs to launch boutique

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