News & Views

How US tech and ESG funds dominated investor choices this year

There was plenty to disrupt markets in 2024: around half the world went to the polls, there was a raft of geopolitical instability, and western governments struggled against a rising tide of populism. Yet markets glided elegantly higher. A lot of this was down to the ongoing strength in the US technology stocks, which defied worries over valuation to deliver another strong year of returns for investors.

Updates to the Sustainable Disclosure Requirements

21 November 2024 — The Financial Conduct Authority (FCA) recently introduced updates to its Sustainable Disclosure Requirements (SDR) and the new investment labels framework, which aim to bring more clarity and transparency to sustainable investments.

Jupiter European gets a change of team

21 November 2024 — Jupiter Asset Management has recruited GAM’s Niall Gallagher, along with his team of Christopher Sellers and Chris Legg, to take on management of Jupiter’s existing range of European equity funds. Management will include Jupiter’s flagship Jupiter European fund, which has been managed by Mark Heslop and Mark Nichols since 2019. The £2.5bn fund is currently in the IA Europe Excluding UK sector’s bottom quartile over one, three and five years.

Chelsea research team makes changes to Chelsea Selection

12 November 2024 – Chelsea’s research team has made a number of changes to its Chelsea Selection.

Trick or Treat? How the Autumn Budget conjured a few surprise

31 October 2024 — It could have been worse. That seems to be the prevailing verdict on the Budget measures announced yesterday. Yes, there was difficult news on capital gains tax for stocks and shares, on the inheritance tax treatment of AIM shares and unspent pensions, and for certain sectors, but Budget 2024 was better than the gloomiest predictions had expected.

Our news and views pages are designed to keep you up-to-date with all the latest fund news. From fund manager changes or fund closures, to in-depth interviews with managers from the Chelsea Selection and blogs from the Chelsea research team.