Rathbone

BIG QUESTION

EQUITIES

BIQ QUESTION

Market confidence in tech firms is yet to return as investors have not forgotten the aftermath of the tech bubble, according to Rathbone Unit Trust Management CIO Julian Chillingworth.

Sanlam Private Investments (SPI) has reaffirmed its ‘sell' recommendation on Richard Wilmot's £2.1bn Newton Higher Income fund, arguing its recent overhaul has made the fund a less attractive option for income seekers.

Fund buyers have been turning to more niche bond funds in an effort to protect portfolios as the US central bank hints it will soon rein in its stimulus measures.

Multi-asset managers have cautioned against buying back into gold, arguing the precious metal ‘momentum trade' no longer exists.

ASIA

THE BIQ QUESTION

ECONOMIC OUTLOOK