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.
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.
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