Active funds double returns of passives
In the chaotic sell-off of the global pandemic, and subsequent rebound, active managers outperformed...
Posts by James Yardley
119. Why the average Indian consumes 3.5 times as much data as the average Brit
There are a number of long-term structural growth themes in India. From a base of almost zero, the...
Fund Management Equity Index 2021
Baillie Gifford knocks Morgan Stanley off the top spot Having been there or thereabouts for the past...
115. UK small caps: making money from toilet rolls, spectacles and Hollywood films
Paul Marriage, co-manager of TM Tellworth UK Smaller Companies, talks to us about how the UK’s small...
108. How to make money when everyone else is losing it
Mike Riddell and Kacper Brezniak tell us why they believe most strategic bond funds behave like...
102. Americans: repairing, remodelling and ready to vote
Hugh Grieves, co-manager of LF Miton US Opportunities, tells us about the stocks that have...
Global stock markets: are we about to see a change of regime?
“Each stock market cycle has a regime – a prevailing system that is in power. Certain stocks or...
89. Ditching travel firms and buying ‘boring’ utilities
Ben Wallace, co-manager of Janus Henderson UK Absolute Return fund, tells us how ditching aerospace,...
The changing face of the UK stock market
In what could be one of the biggest shake-ups of the FTSE 100 in the past decade, Easyjet, Carnival,...
54. India: the fast-growing economy with plenty of potential
Mithran Sudhir, Vice President, client portfolio manager of Goldman Sachs India Equity Portfolio,...
Fund Management Equity Index 2020
Morgan Stanley has completed a hat trick by claiming the number one spot in the FundCalibre Fund...
43. Royals, cheese and home improvements
The Canadians haven’t just gained an (ex) Royal couple recently, they’ve also bought some of our...
36. What do politics, magnetic levitation and lights have in common?
From turning the lights on, to driving a car or catching a train, infrastructure is a fundamental...
A change of Lagarde
On 1 November 2019, Mario Draghi will step down as President of the European Central Bank (ECB) and...
25. Water: the bets are off in a dry Las Vegas
Luciano Diana, manager of Pictet Global Environmental Opportunities fund, talks to us about...