Stock pickers
Fund managers pile most into risk in a decade as bears nowhere to be found
Bank of America's fund manager survey show cash levels are at their lowest since March 2013, with commodity and stock allocations at a 2011 high
1 min read
BlackRock’s $3bn gain shows how GameStop could rally to ‘become like Tesla’
Passive investors are playing a big part in helping to fuel GameStop's rally and prevent declines in the stock
3 min read
Hedge funds see third year of outflows as JPMorgan spots ‘new low’ for industry
'The ratio of the hedge fund industry’s AUM to that of traditional mutual funds and ETF’s had declined to a new low at the end of 2020,' JPMorgan says
2 min read
Blue Whale’s Stephen Yiu: ‘The fund industry needs to mimic the Premier League’
Blue Whale Capital’s chief investment officer reflects on why the boutique asset manager had an unforgettable 2020 — for all the right reasons
6 min read
Buy these UK value stocks for big returns in 2021, says Peel Hunt
Peel Hunt named more than 30 value stocks they say will deliver. The top picks cover stocks from 14 sectors with market caps ranging from £200m to £3.5bn
2 min read
Hedge funds ride 2020’s crypto boom to rally 156%
Hedge funds have warmed to cryptocurrencies as bitcoin boomed with a rally that is on track to end the year some 305% higher
3 min read
Passives win again: Franklin, M&G, Invesco set for worst sales in 2020
It’s yet another sign that some of the region’s biggest active managers are struggling to fend off fierce competition from cheaper index funds
4 min read
Here’s a quick guide to help investors navigate the US elections
FN highlights the reports readers will find most useful on the eve of elections, and after the results are out
2 min read
Stock pickers lose again as four years of fund inflows wiped out by shift to passives, ESG
Data from Calastone shows that the £11.3bn gathered by active equity funds since 2016 has been eradicated, as money continues to flood out of stock picking funds
3 min read
Why Apple is the most unloved stock in the world, according to fund managers
‘The market goes from loving the stock to hating the stock and is now in between’
3 min read
