Equities
Marlborough replaces investment manager on US Focus fund
Renaissance Investment Management assumed control of the mandate on 2 October
Rathbones’ Asia and EM funds to launch by year end
Firm hired three fund managers in March
Time for investors overweight the US to rotate into Asia, says SJP head
Asia and emerging markets stocks are undervalued.
Evelyn Partners notes ‘sizeable’ shift in active MPS rebalancing
Europe and Asian equities are in, as are UK government bonds in the latest MPS rebalancing announced by Evelyn Partners.
Geopolitics pushes focus of Nordea Europe equity fund
Energy, industry and defence present areas of competitive advantage for European companies in focus of new Nordea fund.