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Global Equities - Latest News

The newly-rated Alt Ucits managers making waves

Citywire Investment Research runs down the alternative investors producing ratings-worthy returns.

Equity star Fjell axes host of positions from Skagen fund

Øyvind Fjell starts to move global equity portfolio to high conviction approach.

AAA-rated manager buys gold for first time in seven years

Multi-asset manager releases money from high cash position as part of recession-protection play.

Exclusive: JPM AM switches manager line-up on trio of equity funds

Changes to management of funds will take place on 29 September, Citywire Selector has learned.

M&G to give giant Global Basics fund new identity

Investment firm plans to reshape once high-flying €2.3bn fund.

Carmignac: why we're moving towards smaller tech firms

The team behind the €28 billion Carmignac Patrimoine fund have cut allocation to financials.

A-rated small-cap team’s ‘American dream story’

Kempen's small-cap team are sticking with US healthcare provider despite a share price shock.

French selector makes short work of fading Trump trade

OFI AM's Frédéric Cohen isn’t as bullish as many on the US outlook but he’s not drawing in his horns entirely.

French boutique launches equity market neutral fund

Quant unit of Natixis launches broadens Alt Ucits strategy range.

Carmignac joins firms set to charge clients for research

French investment giant announces intention to pass on costs of external research under MiFID II.