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Our latest MI Report is now live! . Find out who ranked in Q1 2024.

With the 'Magnificent 7' driving a large portion of the US stock market's return in 2023, the focus has been on capital growth. In all the excitement, have we forgotten that there are other ways of making money?. New episode out now:

🎙️Benjamin Moore, portfolio manager of the CT European Select fund shares his approach to finding quality European companies, the opportunities they are finding in healthcare and luxury goods and how the team split their day. Listen now:

Thank you @EvenlodeIM @RiverMercantile @AmatiGlobal for joining this panel discussion, looking at the recent budget announcements, expectations for the general election and areas concerns over valuations:

The Aegon Diversified Monthly Income fund has just turned 10🎂. Managed by Jacob Vijverberg and Vincent McEntegart, this is a multi asset fund seeking to provide a steady and rising level of income with the potential for some capital growth:

Thank you to @EdenTreeIM's David Katimbo-Mugwanya for joining us to discuss the 'Performance with Principles' ethos, their bond issuance process and how they have been working with water companies to tackle the environmental standards of the UK's rivers:

How can you become a better ally? . @Jakemoeller1 shares his views on what makes a good ally, the importance of amplifying marginalised voices and the impact diversity and inclusion can have on business objectives. Read the @PAdviserFuture article:

Co-manager of the Stewart Investors Asia Pacific Sustainability fund, Doug Ledingham, joined us to discuss:. 🌱 How does your sustainability approach differ?.📈 Where are the opportunities in Asia today?.🇮🇳 And what about India?. Listen here:

Open-ended vs. closed ended. While the research process is ultimately the same, there are additional elements to the #InvestmentTrust structure that need to be considered. Here are 8 differences which we assess throughout our analysis: #FundResearch.

The UK entered a recession in the second half of 2023. but what does this mean and how impactful will it actually be? . Here are the need-to-knows:

The #PFSXCHANGE kicks off today and we're thrilled to be sponsoring this year's events to discuss 'The Income Generation'. If you're attending, be sure to say hello! If not, hopefully we will see you at the next stop: #InvestmentInsights #IncomeGeneration

Manager of the @AegonUK Diversified Monthly Income fund joined us to discuss what he has learned over the last decade, how the shift in the bond markets is reflected in the portfolio, and why this has opened the door to some interesting equity exposure:

"We have a high regard for this focused and stable team.". Find out more about the Premier Liberation Fund Range, which has been awarded a 'Recommended' rating by our team, here:

"Some companies are going find it very difficult to issue debt this year.". Nicolas Trindade, Senior Portfolio Manager at @axaim_uk joined us to discuss what he expects from the market, why we have seen record levels of issuance so far in 2024 and more:

We have just launched our new events page 📆. Stay in the loop and take a look at the upcoming industry events:

RT @assettv: Can you create a proper framework for assessing exactly what a corporate culture is, where it's heading, whether that is in th….

"Individual stocks have performed well due to tech giants investing heavily in AI technologies.". Louis Selby, Investment Research Analyst, looks at the performance of sustainable funds in 2023 in this @ESGClarity article:

What do you fear the most in the markets at the moment? . Natalia Krol, Managing Director and Co-Manager at @Barings, joined us for the first #BehindTheScreens episode of 2024 to talk emerging markets, rate cuts and more. Listen here:

The WS Ruffer Diversified Return fund has achieved its outstanding track record through a dynamically managed mix of growth and defensive investments. Find out more about the fund: