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.

Jan 23, 2025 · Latest Stories Analysis Multi-Asset Industry Best Practice

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 ...

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 ...

16 hours ago · The Association of Investment Companies (AIC) has called for changes to company law to ensure platforms are required to exercise shareholders’ right to vote, following Herald Investment Trust’s recent vote on Saba Capital’s proposals to overthrow the trust’s board.. The AIC launched a campaign to ensure all investors are able to vote, called ‘My Share, My Vote’, in response to what ...

Nov 25, 2024 · 2024 has been a year full of geopolitical shocks and changes around the world. 2025 could well be more tumultuous; we have a new Labour government implementing its agenda in the UK (an agenda that is already facing significant scrutiny), a Trump administration in the US which will focus its efforts on US economic growth and conflicts around the world that seemingly continue without sign of ...

Fund managers offer some perspective on how to navigate a volatile new year

Sep 10, 2024 · Financial advisers and fund managers are making assumptions about investors’ attitudes to risk based on insubstantial evidence, according to a new white paper from Chancery Lane Research.

In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets

Jan 23, 2025 · News & Analysis Data Climate & Planet PA Future Committee