Jan 29, 2025 · 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.

6 days ago · The decision to hold interest rates at 4.25-4.5% comes one week after US President Trump demanded a rate cut

Equities in the US continued to defy gravity in 2024, rising 26% in sterling terms to back up a 19% increase in 2023. As we move into 2025, some of the economic tailwinds that propelled the market higher in 2024 are receding. The rate of monetary policy easing is slowing, inflation has become sticky ...

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Oct 14, 2024 · The scars of 2022 run deep for many investors. While there were warnings, few had expected 20%+ drawdowns in high quality fixed income portfolios

7IM has hired Matteo Ruozzo as a senior quantitative investment strategist. He joins the investment management team and will report into Matthew Yeates, deputy chief investment officer.

Jan 20, 2025 · Detailed analysis of asset allocation, fund selection and portfolio construction for wealth managers and advisers specialising in investments across the UK and Channel Islands.

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 ...

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 ...

About Portfolio Adviser. Portfolio Adviser is the leading brand for wealth managers, discretionary portfolio managers, private bankers and advisers specialising in investments across the UK and Channel Islands.. Its audience relies on Portfolio Adviser for regular news and analysis on asset allocation, fund selection, portfolio construction, the latest investment ideas and best practice ...