Insights
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Active fund managers outperforming passive funds as COVID reverses their fortunes
Last six months sees UK large-cap active funds return 8.3%, passive funds just 5.1% FTSE 100 rose 6.2% over same period UK…
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Week ahead: Chinese CPI, UK GDP in the spotlight
Investors’ focus over the coming week will shift towards readings on consumer price inflation due out around the world, including in China…
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Analysis: Invesco’s Justin Leverenz on separating the gems in China
Justin Leverenz, CIO Developing Markets Equities and Senior Portfolio Manager at Invesco The continued rise of China is reflected in the growing…
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Misinformation is just one contributor to increased stock volatility, says SVM’s Margaret Lawson
Margaret Lawson, fund manager, SVM UK Growth fund, comments on the current volatility and unbalanced share prices and how portfolios can benefit…
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What is the Comprehensive Agreement Act on Investment?
What is the Comprehensive Agreement Act on Investment? After nearly seven years in the making, China and the EU recently announced that…
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Investment Association: £5.2BN inflows to active funds in December in 2nd highest inflows on record
Net retail sales reached £6.2bn in December 2020, in the second largest monthly net retail sales figure on record after November 2020,…
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Check out the winners and losers in Square Mile’s January 2021 funds rating round-up
Three new ratings awarded One rating reintroduced Three ratings retained Two ratings suspended Two ratings removed Analysts at Square Mile Investment Consulting…
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Allianz Technology Trust surpasses £1bn assets, driven by strong outperformance and investor demand
The Trust provides exposure to both established technology firms, and emerging sectors, such as cybersecurity firm CrowdStrike, Zscaler and Zoom Over 2020,…
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Japanese equities; Nikko Asset Management looks at the potential economic impact of Japan’s attempt to become carbon neutral
As well as looking at the potential impact of Japan’s attempt to become carbon neutral, Naoki Kamiyama also analyses why Japan’s fiscal…
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The case against jumping on the GameStop wagon
Before 12th January, very few people would have been aware of the Texas-based video games retailer, GameStop. Like many bricks and mortar…
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