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4 days ago | 
citywire.com | Michelle McGagh |Himanshu Singh |Simon Evan-Cook |Sophie Downes
Our daily roundup of analyst and fund manager commentary on shares. Twitter Facebook Linkedin WhatsApp >print Already have an account? Do you personally advise on or manage investments for clients?
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5 days ago | 
citywire.com | Sophie Downes |Algy Hall |Himanshu Singh |Dylan Lobo
United Airlines experienced the biggest rise in Citywire’s Elite Companies rankings out of all AAA-rated stocks in June. It has proved a turbulent year so far for the world’s biggest airline by available seat miles, United Airlines (US:UAL). Such is the economic uncertainty created by Trump’s tariffs that when the company’s forthright chief executive Scott Kirby released earnings guidance earlier this year, he made the unusual decision to present two scenarios.
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1 week ago | 
citywire.com | Sophie Downes |Dylan Lobo |Katie Gilfillan
HSBC Asset Management has appointed Dan Rudd as CEO for the UK. Rudd (pictured) will also be head of UK wholesale for the bank’s asset management arm. He is currently head of wholesale for Northern Europe. In his new dual role, Rudd will report into Thorsten Michalik, who is CEO Europe, UK and Americas for HSBC Asset Management. Already have an account? Which of the following best describes your role?
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1 week ago | 
citywire.com | Jeremy Gordon |Algy Hall |Himanshu Singh |Sophie Downes
Lagercrantz has proved itself capable of creating exceptional shareholder returns by employing the philosophy of Swedish deal-making maestro Anders Börjesson. Twitter Facebook Linkedin WhatsApp >print Already have an account? Do you personally advise on or manage investments for clients?
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2 weeks ago | 
citywire.com | Algy Hall |Sophie Downes
Brunner (BUT) co-manager Julian Bishop is coming to the Citywire studios at 11am on 17 June to give an update on the top-performing global investment trust. In a virtual programme titled ‘Brunner: A balanced approach to global gains’, Allianz Global Investors’ Bishop will unpick why the £610m trust focuses on building an ‘all-weather’ portfolio of ‘quality’ global shares, in a world where rival funds are increasingly split between ‘growth’ and ‘value’ approaches.
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2 weeks ago | 
citywire.com | Chris Sloley |Himanshu Singh |Sophie Downes |Natalia Vasnier
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2 weeks ago | 
citywire.com | Sophie Downes |Miles Costello |Natalia Vasnier |Selin Bucak
Scott Decatur is no ordinary quant. He doesn’t dream of a gazillion data points, and a giant mega-computer that crunches through them all at lightning speed in pursuit of the perfect opportunity.
Although he is intellectually fascinated by it, he has also declined to embed AI into his stock-selection system, arguing that its processing prowess doesn’t necessarily add anything and can actually be counter-productive. Nor does he endlessly tinker with the model he and his team have built. Nope.
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2 weeks ago | 
citywire.com | Sophie Downes |Daniel Grote |Natalia Vasnier |Selin Bucak
Investors in high-charging offshore funds run by advice consolidator Atomos are set for a reduction in fees when they are merged later this month.
Paul Robinson, chief executive of VAM Funds, which operates the funds and markets them to offshore financial advisers, said charges were likely to fall by between 80 and 100 basis points following the merger, ‘and will be driven lower over time’.
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3 weeks ago | 
citywire.com | Dylan Lobo |Frank Talbot |Michelle McGagh |Sophie Downes
Fund-of-funds are booming, driven by the popularity of low-cost passive multi-asset portfolios like Vanguard’s £44bn LifeStrategy range. But as money continues to flock to them, how are fund-of-funds actually performing?
Citywire analysed the returns of the UK’s 21 largest fund-of-fund ranges, each with more than £3bn of assets, to find out.
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3 weeks ago | 
citywire.com | Ross Miller |Algy Hall |Natalia Vasnier |Sophie Downes
Legrand was highlighted by Citywire Elite Companies pricing-power screen.
Leadership can be a huge advantage in business. Dominating a market allows a company to outspend its rivals in areas that drive sales, such as marketing and product innovation. Meanwhile, scale can lower the cost of making goods, providing services and distribution.
