David Stevenson
Financial Journalist at Freelance
Company Director | Columnist, Financial Times, Citywire, MoneyWeek | Editor In Chief at Altfi and ETF Stream | Helping Beginners in Successful Investing
Articles
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3 weeks ago |
citywire.com | Michelle McGagh |David Stevenson
Experienced investment trust picker Peter Hewitt will retire this year, handing over CT Global Managed Portfolio to a new duo in October. Hewitt has managed the fund of investment trusts which is split into two parts – £87m CT Global Managed Portfolio Growth (CMPG) and £57m CT Global Managed Portfolio Income (CMPI) – since its launch in 2008. He first managed it under the BMO Global Asset Management brand and latterly under Columbia Threadneedle following an acquisition in 2022.
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1 month ago |
ft.com | David Stevenson
I’m one of the vanishingly small number of people who think inheritance tax is a cracking idea and very rational.
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2 months ago |
moneyweek.com | David Stevenson
The investment world loves to put stocks and bonds into nice, simple “boxes”. Sometimes, though, the labels are misleading, and so it is with frontier markets. The idea seems simple. These exotic investment destination countries represent the “frontier” and even have their benchmark indices, such as the MSCI Frontier Markets index. Dig a little deeper, though, and what constitutes frontiers seems haphazard.
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2 months ago |
knowledge.sharescope.co.uk | David Stevenson
Investing in small and micro-cap stocks can be a risky exercise at the best of times, which is probably why funds and especially actively managed investment trusts have proved so popular. But there’s been a weight of academic research into small-cap investing, and it’s increasingly suggesting that small caps, especially in the UK, might not be such a rewarding exercise. Our monthly fund’s article digs a bit deeper whilst also pointing to a small UK fund that might be worth looking more closely at.
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2 months ago |
citywire.com | Jeremy Gordon |Dylan Lobo |Himanshu Singh |David Stevenson
Brooks Macdonald has chosen LIFT co-founder Michael Holding to spearhead its push into financial planning. Holding’s appointment to the newly created posted of head of financial planning was announced in tandem with Brooks’ completion of its £45m deal to acquire LIFT. The acquisition of the Manchester-based advice firm, first announced last October, adds around £1.6bn in assets under management to Brooks’ coffers.
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Investment Ideas: BH Macro sags, real asset managers going cheap, and why LendInvest is cheap Plus, broker updates on the shipping funds and why there seems to be upside on the Arix share price Read More: https://t.co/n5PoUjAlS1 https://t.co/VSeeZ5WemT
Monday Macro – talk about variance of returns, the bulls case for US equities and why UK equities deserve their low rating Plus a link to an excellent interview between Charlie Morris and Capital Gearing. Read More: https://t.co/EBjtAyG0UN https://t.co/DxrYXn799L
Further reading for the weekend: French riots, the origins of genius, a Chinese ASML or a balance sheet recession. Ukraine's response to nuclear threats, American efforts to prevent Chinese manufacturing development... Read More: https://t.co/mMhJTdmCsQ https://t.co/kFURiHMsvZ