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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1 week ago |
ft.com | David Stevenson
It was 25 years ago that the world of investment and funds in Europe experienced a revolution, with the arrival of the continent’s first...
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1 month ago |
citywire.com | David Stevenson
This will be David Stevenson’s final column for Investment Trust Insider. We would like to thank him for all the columns over the years. You can find his Substack here. For the last few months, I’ve been saying to anyone who cares to listen that active exchange-traded funds (ETFs) are a potent, long-term threat to the equity heartland of investment trusts. That said, I don’t want to over-dramatise the danger.
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1 month ago |
ft.com | David Stevenson
It feels like private assets are at a tipping point.
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2 months ago |
ft.com | David Stevenson
An extraordinary price war is going on in the world of investment platforms, with the interest paid on both uninvested cash and in cash...
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2 months 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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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