‘There is a solid reason’ behind Japan’s rally, says Schroders’ Taketsume
Schroder Japan fund manager says country's changing corporate culture and newfound inflationary are driving its stock market to three-decade high.
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Pershing Square ‘fundamentally mispriced’, says Investec
A reputation as a high-charging hedge fund has left Bill Ackman’s strategy on a 33% discount despite delivering the best five-year returns of any North America fund.
RTW rises on pledge to use $10m of Prometheus cash on buybacks
Merck’s $10.8bn acquisition of Prometheus Biosciences left RTW Biotech Opportunities with $99m cash, $10m of which will go to buy back its ‘materially’ undervalued shares.
India Capital Growth: India and US ‘need each other more than ever’
Recent technology deals between the two countries are a turning point in relations, driven by the increasing threat of India's bellicose neighbour, says top-performing fund manager Gaurav Narain.
Augmentum says good riddance to ‘tourist capital’ as fintechs thrive
Venture capital fund Augmentum Fintech looks forward to the end of the bear market that has weighed on its shares after a year of progress by its biggest portfolio companies.
Aquila European Renewables finds ‘no defects’ with Siemens turbines
Fund manager Aquila Capital reassures investors that its Danish wind farm does not use the faulty Siemens Gamesa turbines at the centre of a shock profits warning.
Hipgnosis boss legal wrangle after former music business collapse
Hipgnosis Songs founder Merck Mercuriadis could face a legal challenge from the liquidators of Hipgnosis Music which collapsed owning nearly £4m.
James Carthew: Smithson and GSCT look sensible options
Investors might be shunning small companies in favour of liquid mega caps but two global smaller cap trusts have been quietley delivering decent returns in the past year.
James Carthew: Sensible options in global small caps
Investors might be shunning small caps in favour of liquid mega caps but two global smaller companies trusts have been delivering decent returns.
‘Big scope’ for Mexico and Brazil revival, says Fidelity’s Tennant
Nick Price and Chris Tennant have bet on Mexico and Brazil receiving an economic stimulus from US interest rate cuts, as they look to catch up with their global EM peers.
INPP reassures investors amid Thames Water crisis
Tideway is a separate company from troubled Thames Water, says International Public Partnerships.
Large shareholders push through Civitas sale in 'disappointing' move
QuotedData's James Carthew brands sale of Civitas Social Housing at 27% discount 'extremely disappointing' and questions how many other unloved trusts might follow.
