Making the sense of the rotation from growth to value
The intense style rotation from ‘Growth’ to ‘Value’ that we witnessed in January 2022 was ferocious,...
AXA Framlington UK Mid Cap
The UK pet industry and how to invest
Yesterday, my husband told his primary school class about our latest foster dog. Bunty is a...
adviser only
The outlook for equities and bonds around the world in 2022
As we begin a new year, we’ve gathered the views of equity managers from around the world and fixed...
The UK equity funds beating the US stock market
The US made a late comeback to finish top of the medal table at the Tokyo Olympics. It may not have...
Overlooked opportunities in mid-caps
I’m sure most people have heard of middle child syndrome – some have no doubt experienced it...
The funds benefiting from Morrisons’ takeover bid
Morrisons made the headlines last week – not for queues of people buying toilet rolls, but because a...
FTSE 100 reshuffle: who’s in and who’s out
The FTSE 100 will have a reshuffle over the weekend, as its quarterly review sees Renishaw relegated...
How to invest through rising inflation
US inflation rose more than expected in April with the Consumer Price Index coming in at 4.2%...
Thematic investing for 2030
2030 may seem a long way away, but investing is all about the future – finding the companies that...
The power of good marketing
I admit it. I’m a huge nerd. I love random (and generally useless) pieces of information, especially...
One year working from home and the companies that made it possible
One year working from home. 365 days that have been unlike any others. We were forced to change not...
122. What hotel choices can tell you about company CEOs
Chris St John has managed the AXA Framlington UK Mid Cap fund since launch in 2011. In this podcast...
What we can learn from investing through the decades
In a world of constant change, stability can be comforting thing – especially when it comes to our...
2021: time to be ‘risk-on’ with equities and bonds
After a year like 2020, it seems almost foolish trying to predict what 2021 could hold in store. But...
Investing in some early Christmas cheer
What if I told you I put up my Christmas decorations two weeks ago..? November might seem a little...