FTSE, pound and gilts slip ahead of Hunt’s first Budget
Update: UK assets fall as investors respond to overnight stock market falls in the US and Asia and brace themselves for an austere Autumn Statement from the chancellor.
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Fidelity Special Values cuts inflation-hit consumer stocks
Fidelity Special Values fund manager Alex Wright has pared back consumer stocks after they weighed heavily on the £914m investment trust, causing it to underperform in his tenth year in charge.
FTSE slips as Target warning, high inflation take their toll
FTSE 100 gives up its early gains for a second day after Wall Street takes fright at gloomy update and forecast from US retailer Target. UK inflation of 11.1% hits mid-cap stocks.
AVI Global’s Bauernfreund puts bombed-out private equity trusts in his basket
Joe Bauernfreund, Asset Value Investors chief executive and investment company bargain hunter, has piled into private equity and venture capital funds trading on ultra-cheap prices
Ollie Beckett: The world’s changed but there’s a load of great stocks in Europe
Ollie Beckett, manager of the Citywire award-winning European Smaller Companies Trust, is not discouraged by the prospect of recession after a tough year on the Continent.
FTSE gains as Ukraine escalation fears recede but mid-caps hit by 11.1% inflation
FTSE 100 edges higher as US president Joe Biden says yesterday's deadly missile strike on Poland was likely a stray fired by Ukraine. Inflation surges to 41-year high piling pressure on 'mid-cap' domestic stocks.
Oakely Capital: Our megatrends will beat the recession
Stephen Tredget of Oakley Capital Investments explains why wide share price discounts on private equity funds like his are unjustified.
Oakley Capital: Our megatrends will beat the recession
Stephen Tredget of Oakley Capital Investments explains why wide share price discounts on private equity funds like his are unjustified.
Peter Spiller: Capital Gearing’s best asset in the Truss selloff
Veteran wealth preserver Peter Spiller reveals what part of Capital Gearing’s portfolio offered the most protection in the bond market panic caused by September’s ‘mini’-Budget.
Mobius: Turkey a good haven despite the currency storm
Istanbul, a capital city which never fails to impress with its rich history, culture and hospitality, has shown some remarkable resilience in navigating challenging economic times.
Middlefield: Prospect of US ‘gridlock’ good for investors
With the predicted Republican ‘red wave’ failing to materialise, Middlefield Canadian Income manager Dean Orrico looks forward to a hung US Congress that history shows should be kind to investors.
Long Term Assets fund looks to get pension schemes and private investors off the hook
Pension consolidator Edi Truell lines up Long Term Assets investment company to help investors beat inflation and access illiquid private market assets.
