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News & Research


City of London’s Curtis: I should have sold this Covid winner

Jean-Baptiste Andrieux
24 March 2023
Manager Job Curtis discusses how his trust is positioned to keep delivering pay outs and laments one stock he should have sold earlier.

JOHCM’s Savvides: Thematic investing generates misallocation of capital

Matteo Anelli
24 March 2023
Two experts discuss arguments for and against thematic funds.

The best and worst performing funds since the Covid downturn

Tom Aylott
23 March 2023
Market conditions have changed significantly post-Covid and some fund managers have adjusted to the new challenges better than others.

Is it time for a small-cap cycle?

Jon Brachle
23 March 2023
US small-caps in particular allow investors an opportunity to gain US exposure, with around 80% of revenues coming from the domestic market.

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