Latest Stories
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PA Analysis
Is the ECB ‘behind the curve’ with ‘hesitant’ interest rate cut?
Investors will likely ‘remain in the dark before each upcoming meeting’ until the end of the year, according to experts
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Investment
Amundi CIO Vincent Mortier on tariffs: ‘There are always winners and losers…but the losers outweigh the winners’
Amundi CIO discusses the potential impact of the upcoming US election on markets
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Companies
AJ Bell posts 22% AUA increase despite ‘unhelpful’ Budget uncertainty
AJ Bell’s investments arm saw £1.5bn net inflows in the year to 30 September
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Companies
Man Group suffers $5.5bn net outflow after large client redemption
$7bn withdrawal from a single client had been flagged in Man Group’s half-year results in July
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Investment
BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
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Companies
Rathbones: Funds under management rise but net inflows dip in Q3
The firm’s wealth management arm saw net outflows of £891m, while asset management achieved inflows of £67m
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News
Revealed: RSMR names 2024 ‘R Award’ winners
The ‘R Awards’ recognise the funds RSMR analysts believe to be among the best-in-class
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Companies
St. James’s Place: Steady net inflows lead to record funds under management
Gross flows for Q3 came in at £4.4bn, 20% higher than over the same period last year
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News
Will the European Central Bank cut interest rates faster than expected?
The bank is forecast to cut rates earlier than expected after being ‘spooked’ by a rapid fall in inflation
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Companies
Legal & General names retail division CEO
Current CEO of private markets Laura Mason will take on the role as Bernie Hickman exits
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Companies
Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
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Latest news
UK inflation falls below target for first time in three years
Conditions appear ‘ripe for another rate cut’, according to industry commentators
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Companies
Quilter reports 50% uptick in year-on-year net flows for Q3
Core net inflows of £1.5bn, representing 5% of opening assets under management and advice
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PA Analysis
Could fixed income markets suffer another double-digit drawdown?
Concerns have begun to emerge on valuation grounds, write Cherry Reynard
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ESG
Over half of managers believe net zero will ‘be disorderly or fail’
As LCP report urges managers to address gaps in their transition plans to achieve net zero targets
Analysis
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PA Analysis
Is the ECB ‘behind the curve’ with ‘hesitant’ interest rate cut?
Investors will likely ‘remain in the dark before each upcoming meeting’ until the end of the year, according to experts
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PA Analysis
Could fixed income markets suffer another double-digit drawdown?
Concerns have begun to emerge on valuation grounds, write Cherry Reynard
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PA Analysis
As Australia phases out AT1s, what does the future hold for the wider market?
Despite Australia’s decision to abolish AT1s and the fallout of the Credit Suisse wipeout, the asset class has performed well this year
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PA Analysis
CCLA’s Dame Sara Thornton: Forced labour is ‘a feature of the system’ in the UK
Weak legislation has turned the UK into ‘a dumping ground’ for slavery-linked goods and services
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Investment
JP Morgan AM’s Witherow on a ‘golden era’ for dividend growth over the next five years
JPM Global Equity Income co-manager discusses why the firm expects 7.6% annual payouts growth over the next five years
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PA Analysis
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future
Investments
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Investment
Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
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News
‘Bittersweet’ 4.1% state pension rise confirmed as inflation dips
Payments to increase from £169.50 to £176.45, or £9,175.40 a year
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Investment
Morningstar: Why Japan is encouraging M&A activity
Deal-making in Japan will create a far more dynamic market for the years to come, writes Daniel Haydon
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Investment
Small caps: Is it time for some UK cheer?
A world in which the UK stockmarket outperforms the US seems implausible but the global economy could be lining up for a new cycle
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Investment
View from the top with T. Rowe Price’s Nataline Terry: The winning side
Nataline Terry, head of distribution UK and Ireland at T. Rowe Price, on why marketing and distribution are two sides of the same coin
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Risk
Dynamic Planner’s Chris Jones: Invest like an Olympian
Chief product director says managing risk makes all the difference when you’re aiming for gold in your investment strategy
Funds
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Investment
Are the negative flows from UK equity funds justified?
Outflows of £666m were seen from UK equity funds during the month of September alone, according to Calastone data
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Funds
Bestinvest: Liontrust, M&G and BlackRock mandates join Best Funds list for first time
JPM UK Equity Core, Alliance Trust, SPDR MSCI ACWI ETF and Xtrackers S&P 500 Equal Weight ETF also made the grade since March 2024
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PA Analysis
The 15% of US funds that beat the S&P 500 over the past decade
How did these 20 active funds succeed where so many others failed?
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Funds
Ninety One Diversified Income promoted to Hargreaves Wealth List
The £845m fund is a good option for ‘cautious investors looking for an alternative to cash as rates fall’
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Funds
Peter Rutter’s new firm loses key mandate
Ironbark withdrew two fund mandates that Rutter took with him from RLAM
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Funds
Franklin Templeton to overhaul ailing Japan equity fund in value assessment report
FTF Martin Currie UK Opportunities fund could also merge into the FTF Martin Currie UK Rising Dividends fund
PA Plus
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PA Plus
Fund in Five: Royal London Global Sustainable Equity Fund
In this fund in five, George Crowdy, co-manager of the Royal London Sustainable Equity fund, discusses the wider investment universe the portfolio can invest in.
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PA Plus
Maintaining a strategic allocation to real assets
Watch Michelle Butler of Cohen & Steers discuss the firm’s global macroeconomic outlook and opportunities in real assets.
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PA Plus
Fund in Five: Artemis Short-Duration Strategic Bond Fund
In this Fund in Five, Stephen Snowden, Fund Manager and Head of Fixed Income, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative.
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PA Plus
The Diversifiers: Alan Gauld, Patria Private Equity Trust
Alan Gauld, lead manager of the Patria Private Equity Trust, argues the case for why private equity should play a role in any diversified portfolio.
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PA Plus
The Launch Pad: Eric Papesh, T Rowe Price US Structured Research Equity fund
In the third of the new series, Adam Lewis talks to Eric Papesh, US equity specialist at T Rowe Price.
Events
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PA Dublin
7 November 2024The College Green Hotel, Dublin -
PA Southwest Congress
14 November 2024The Manor House, Chippenham -
PA Fixed Income
6 February 2025Pan Pacific, London -
PA Emerging Markets
6 March 2025Pan Pacific London -
PA Spring Congress
19 March 2025South Lodge Hotel, Horsham
Magazines
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October 2024
With less than a month before the 5 November polling date, a question mark hangs over the continued dominance of US equities
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September 2024
Are bumper fees and regulatory hurdles deterring retail investors from taking the leap into private markets?
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June 2024
Amid the tough operating environment for smaller asset managers, a swathe of new firms are coming to market.
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May 2024
Crash test: Industry calls for FCA consultation amid trust test-taking debate
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April 2024
(Another) new dawn in Japan? Why asset managers, fund selectors and CIOs believe it really is different this time
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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…
