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.

5 days ago · Latest Stories Analysis Multi-Asset Industry Best Practice

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. It climbed a whopping 54.5% last year by investing in US equities – more than doubling the 22% made by its peers in the IA North America sector and ...

In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets

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.

Sep 16, 2024 · The S&P 500’s high returns have been immensely difficult to beat over the past decade – so much so that only 20 active funds outperformed the index.

Jan 14, 2025 · The investment landscape “looks as uncertain as it has for some time”, with growth, inflation, monetary and fiscal policy, politics and geopolitics all potential drivers of volatility.

3 days ago · At around £213bn, IA Global is the largest standalone Investment Association sector, representing some 30% of assets in equity funds, an increase of 25% from 12 months ago. The category is roughly split 75/25 between active and passive, respectively, with more than 550 funds for investors to choose ...

Feb 3, 2025 · In his end of year reflections for 2024, Sam Altman, the CEO of ChatGPT said: “We believe that, in 2025, we may see the first AI agents join the workforce”.

Jan 30, 2025 · Investors turned their backs on China funds in recent years as the sector made continual losses, falling 20.2% on average over the past three years. Some £776m was withdrawn from these funds over the period as having an allocation to China within portfolios became a liability. However, these funds ...