3 days ago · 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.

Jan 30, 2025 · Latest Stories Analysis Multi-Asset Industry Best Practice

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Jan 15, 2025 · 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.

Oct 14, 2024 · Looking at corporate bonds, Damir Bettini, fixed income portfolio manager at Capital Group, agreed that there are risks. He said: “There is an ongoing vigorous debate in the market as to whether global corporate bonds are expensive or offer good value. Those that are making the case that the asset class is expensive points out that credit spreads are at multi-decade tight levels.” He ...

Jan 6, 2025 · “I have come to the realisation that I am not good at what I am doing.” This was the conclusion of Richard Toh, chief executive of Singapore-based hedge fund Kenrich Partners, reported by The Wall Street Journal after a year of chronic underperformance. After another year in which passive investment has outpaced active management, is it time for more active managers to admit that the game ...

1 day ago · Net retail outflows for 2024 totalled £1.6bn, showing the withdrawals from funds dramatically slowing since 2023, when there were £24.3bn in outflows, according to the Investment Association (IA). Despite slightly negative retail flows, funds under management continued to grow throughout the year, increasing 6% to £1.5trn. Across the year, seven months ended in positive net flows, but were ...

Jan 13, 2025 · The wobbles in the gilt market last week may have brought back some unhappy memories for some. The 24% average drawdown for gilt funds in 2022 is still raw for many investors, who do not buy gilts expecting to be on the edge of their seats. So could this be another nerve-wracking year for fixed income markets and, if so, how are asset allocators positioning themselves? The problems in the gilt ...

In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.

Jan 17, 2024 · It has been an uncertain period for investors as rising inflation and the ensuing interest rate hikes by central banks shroud the future of markets in mystery. However, top fund managers and expert market analysts have shared their views on what investors can expect in the year ahead, and how their portfolios can benefit. Equities After a torrid couple of years plagued by tightening monetary ...