Why management change matters and the importance of compounding

THE COMPANIES BOOSTING RETURNS TO SHAREHOLDERS

Andrew van Sickle: Shall we start with an overview of your fund? Daniel Avigad: The TM Lansdowne European Special Situations Fund is a long-only, mid- to large cap-focused Europe ex-UK fund. We concen

Many companies in the UK market will be hoping to benefit from volatility and uncertainty caused by Donald Trump’s trade policies. Fund manager Jupiter says it is seeing evidence of investors rotating

Bond investors are more cautious, while JPMorgan boss warns of a ‘crack’ coming

It could take a long time to reverse decades of lagging behind the US

Germany isn’t the only magnet as investors are also warming to global ex-US funds