Trustnet Magazine 82 March 2022 | Page 4

Issue 82 / March 2022

Fallen unicorns
Anthony Luzio asks if investors should buy into battered growth stocks P . 6-17
Finding value in growth investing
Undeterred by rising prices , Baillie Gifford joint senior partner Malcolm MacColl sees change as the key driver of growth over the long term P . 18-23
Styling it out
Hannah Smith names three fund managers that have outperformed over extended periods even when their investment strategy has been out of favour P . 24-30
Their moment in the sun
Cherry Reynard finds out what happened to all-conquering fund groups of the past P . 32-38
Fund , pension , trust
Janus Henderson Global Responsible Managed , JPMorgan Multi-Asset Growth & Income and Fidelity
European Trust find themselves under the spotlight this month P . 40-45
Loose ends
Japan is showing no enthusiasm for tightening monetary policy . So why have its growth stocks plummeted ? Adam Lewis finds out P . 46-53
The cuckoo in the nest
Asset managers have come to rely on platforms and advisers to sell their funds . John Blowers asks if these customers could become their competitors P . 54-63
Bit by bit
BNY Mellon Sustainable UK Opportunities ’ Louise Kernohan names three FTSE stocks digitalising areas of their business to gain a competitive edge P . 64-65
What I bought last
Given Triodos never profits at the expense of people or the planet , Jill Jackson says its funds felt perfect for The Big Exchange P . 66-67