4 days ago · Speaking at Northern Congress, Bill Hench, head of the small-cap team and portfolio manager at First Eagle Investments, discusses why US small-cap value is a compelling investment opportunity, what he looks for in an attractive stock and why investors should consider the First Eagle US Small Cap Opportunity fund.

5 days ago · Latest Stories Analysis Multi-Asset Industry Best Practice

Equities in the US continued to defy gravity in 2024, rising 26% in sterling terms to back up a 19% increase in 2023. As we move into 2025, some of the economic tailwinds that propelled the market higher in 2024 are receding. The rate of monetary policy easing is slowing, inflation has become sticky ...

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Jan 6, 2025 · “I have come to the realisation that I am not good at what I am doing.” This was the conclusion of Richard Toh, chief executive of Singapore-based hedge fund Kenrich Partners, reported by The Wall Street Journal after a year of chronic underperformance. After another year in which passive investment has outpaced active management, is it time for more active managers to admit that the game ...

In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets

Jan 15, 2025 · North America was the place to invest in 2024, with the Alger Focus Equity fund making the highest return of any other portfolio throughout the year. It climbed a whopping 54.5% last year by investing in US equities – more than doubling the 22% made by its peers in the IA North America sector and ...

4 days ago · A further 30-50% of all European ESG funds are expected to change their names in line with FCA and ESMA marketing guidelines in 2025

3 days ago · The US Federal Reserve held interest rates at 4.25%-4.5% at its Federal Open Market Committee meeting yesterday (30 January 2025). The decision to hold, which was largely expected by the broader market, comes as US inflation remains 90 basis points above target at 2.9%, alongside the US economy remaining at close to full employment.

Northern Congress 2024: Interview with First Eagle’s Bill Hench. Speaking at Northern Congress, Bill Hench, head of the small-cap team and portfolio manager at First Eagle Investments, discusses why US small-cap value is a compelling investment opportunity, what he looks for in an attractive stock and why investors should consider the …