Latest Stories
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News
Lombard Odier hires Stonehage Fleming sustainability head
Mona Shah will join the firm in April as senior sustainability strategist
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News
Former Edentree RI head Neville White joins Trinity Communications
White will work alongside Charles Clarke, formerly of HSBC Asset Management
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Funds
Morningstar: Appetite for equities and fixed income continues in February
According to EU Fund Flows report
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News
Kieran Follis launches boutique investment firm with P1 Investment Services
Follis says flood of M&A within investment ‘fills us with dismay’
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Investment
Andrew Bell retires from Witan triggering management review
The £1.5bn trust will review its multi-manager strategy as Bell leaves after 14 years as CEO
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Investment
Hipgnosis valuation reduced further 7.6% following double-counting error
Operative NAV reduced to 85.02p per share from 92.08p
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Investment
Urban Logistics urges API shareholders to reject Custodian merger
Ahead of shareholder meetings on 27 March
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News
Weekly Outlook: Prudential and Centamin full-year results
Key events for UK wealth managers for the week starting 18 March
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News
MFS IM appoints Alison O’Neill as CIO
Will replace Edward Maloney, who will become CEO, in 2025
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Investment
Ark Invest’s Cathie Wood: Fed hiking cycle ‘one of the biggest mistakes in monetary policy history’
Ark CEO believes the central bank should be concerned by deflation, not inflation
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News
LSEG Lipper: ETF value breaks £1trn on London Stock Exchange
Equity ETFs bring in £8.8bn in February while bonds drop £1.7bn
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PA Analysis
The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
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Funds
Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
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News
Edentree expands responsible investment team
Hayley Grafton will lead the firm’s corporate governance and proxy voting work
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News
Abrdn Property Income Trust reiterates Custodian REIT merger recommendation
Follows further incentives from Custodian REIT on 13 March
Analysis
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PA Analysis
The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
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PA Analysis
Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
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PA Analysis
What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
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PA Analysis
Will M&A and buybacks breathe life into the UK stockmarket?
Almost half of the UK equity market has bought back shares over the past 12 months
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PA Analysis
Could one spreadsheet column solve the cost disclosure crisis for trusts?
Gravis’s Bill MacLeod explains how a FinDaTex tweak could prevent double-counting of investment company costs
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Investment
Can smaller trusts survive without consolidation?
The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale funds
Investments
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Funds
Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
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Investment
Nedgroup Investments’ Ralph and Jeyarajah on ‘the boutique advantage’
Alex Ralph and Apiramy Jeyarajah discuss the launch of the new bond boutique, Palomar Fixed-Income
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Investment
Custodian REIT board offers further deal incentives ahead of proposed API merger
Comes one week before its consultation with shareholders
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Investment
Regional REIT considers new share offer at ‘material discount’ amid performance woes
‘Exploring a range of refinancing options’
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Funds
UK investors pull £24.3bn from IA funds in 2023
UK equity strategies suffered £14bn net outflows over the year
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News
Snowden’s Artemis Target Return Bond fund to change objective, benchmark and IA sector
Will be renamed the Artemis Short-Duration Strategic Bond fund
Funds
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Funds
Morningstar: Appetite for equities and fixed income continues in February
According to EU Fund Flows report
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Funds
Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
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Funds
UK investors pull £24.3bn from IA funds in 2023
UK equity strategies suffered £14bn net outflows over the year
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Investment
Abrdn American Income Equity closes after largest shareholder exits
The divestment took a substantial portion of the fund’s assets, making it ‘no longer commercially viable’
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News
RSMR makes Passive Plus MPS range available to wider market
The portfolios are now available to advisers across platforms
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Funds
LGIM to increase Reit exposure in UK property fund
Trust exposure will increase from 4% to 45% in an effort to improve liquidity
PA Plus
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PA Plus
Introducing CCLA – pioneers in responsible investing
Get to know CCLA Investment Management in this short video. CCLA has a long heritage in sustainable investment, having pioneered ethical and responsible investing since 1958.
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PA Plus
The Diversifiers: Suhail Shaikh, CIO, Fulcrum Asset Management
In the latest of the Diversifiers series, Adam Lewis talks to Suhail Shaikh, CIO at Fulcrum Asset Management, who discusses the lack of correlation between bonds and equities and how they are combatting it.
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PA Plus
Interview with Ryan Hughes, AJ Bell
Ryan Hughes, investments director at AJ Bell, explains why the firm is feeling more positive on the case for bonds and equities and where it has been rebalancing its portfolios as a result
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PA Plus
Introducing Asset Value Investors. Get to know our vision and strategy
In this sponsored video, get to know Asset Value Investors as they share their journey and the investment strategy they have been following for over 40 years.
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PA Plus
Meet the asset allocators: Will Thompson, Pacific Asset Management
Will Thompson, multi-asset portfolio manager at Pacific Asset Management, discusses why the group has long been espousing the virtues of moving away from simply 60/40 investing.
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PA Plus
The Diversifiers: Matthew Norris, VT Gravis UK Listed Property fund
In the latest of The Diversifiers series, Adam Lewis talks to Matthew Norris, manager of the VT Gravis UK Listed Property fund, who makes the case for the asset class as a genuine diversifier to bonds and equities.
Events
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PA Spring Congress
20 March 2024South Lodge Hotel, Horsham -
PA Thematics
18 April 2024The Gherkin, London -
PA Dublin
9 May 2024The College Green Hotel, Dublin -
PA Summer Congress
15 May 2024South Lodge Hotel, Horsham -
PA presents the Watchlist
23 May 2024The Soho Hotel, London
Magazines
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March 2024
On the month of International Women’s Day, how can we keep the momentum going towards gender parity?
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February 2024
This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the beginning of 2020, and by 30.9% over…
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January 2024
For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the cap spectrum, with the MSCI United Kingdom…
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December 2023
This month’s cover story raises the question of whether platforms should prevent investors from buying into certain funds or trusts, if they deem them not to provide fair value or to put consumers’ capital at unreasonable levels of risk. While the topic is controversial, with strong opinions on either side of the debate, it highlights…
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November 2023
This month’s cover story is focused on fund manager turnover in the industry. What has sparked the recent spate of fund manager departures, how can a firm best execute and communicate a change in personnel and – most importantly for DFMs and fund selectors – what will the future cohort of managers look like? Portfolio…
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October 2023
As outlined in this month’s cover story, returning to work after an extended career break can be challenging for anybody – not just those working in asset management. However, there is one particular nuance of this sector which others don’t necessarily come up against – a performance track record. Funds are often selected for their…
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September 2023
It is very difficult to talk about the IA Targeted Absolute Return (TAR) sector without referencing the oncemighty Abrdn Global Absolute Return Strategies Fund (or Gars, to most) which, at various points over the years, has accounted for almost a third of the sector’s total assets. A few weeks ago, it hit the headlines that…
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July / August 2023
The idea of just what constitutes a properly diversified portfolio has evolved over recent decades to include ever more asset classes to sit alongside the traditional favourites of equities and bonds. Indeed, research a year or two back by BlackRock into the approach of US endowment funds – so often held out as paragons of…
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June 2023
It has been some time since UK equities were anywhere near the top of most investors’ wish lists. Indeed, with the UK All Companies sector emerging as the least-loved IA fund grouping in net sales terms in six out of the past 10 years, this trend was apparent even before Brexit or ‘Trussonomics’ entered the…