Mix Fox has been a sustainable fund manager for the past 17 years, but according to him, sustainable investing was seen as a poor decision for most of that time. However, this has seen a radical change in the past three years. Fox initially noticed sustainable investments moving into the mainstream. More recently, however, it
According to Fund Manager of Lindsell Train UK Equity Fund, Nick Train, global investors’ aversion to the UK is becoming ridiculous and has reached a concerning level. In his recent funding commentary, one of the companies he highlights is Burberry, who is, at the moment, running a joint venture with Tencent. Despite this, Train notes
Lockdown might be easing throughout the country, but it has done significant damage to the global economy and our economic future looks bleak. As we come out of the coronavirus pandemic, a recession seems inevitable, but questions about how long it will last and how deep it will be remain. The global economic impact of
With bullish statements from the Beijing government about China’s economic outlook, the Far East has been showing signs of a sharp V-shaped recovery from the coronavirus crisis. As the first region to be hit by the virus, market watchers have taken a keen interest in how it fares for broader indications about the global economy.
Like many funds with a longterm approach, Liontrust’s UK Growth Fund has been cautious over recent months as they ride out the extraordinary volatile stockmarket conditions caused by the even more extraordinary global COVID-19 pandemic. But his fund has taken a position in IMI, taking advantage of the general market sell-off. IMI is a highly
Over a long career spanning almost 40 years, British fund manager Nick Train has seen more than one crisis come and go. But even a seasoned investor like Nick, who heads Finsbury Growth and Income, says that the challenges posed by the current COVID-19 crisis are as extraordinary as any he’s witnessed. His view of