Latest Stories
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Investment
Saxo: Client optimism for equity markets softens
Saxo clients expect Europe to perform the worst of all regions in Q4
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News
Robeco enters European active ETF market
Robeco lists four actively-managed ETFs on the European market
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Diversity
Everyone Matters: Diverse thinking needed to address poor leadership
Survey found that corporate culture, inclusion, company values and sustainability are highly valued by financial services employees
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Investment Strategy
ARK Invest: 80% of ETF investors are indifferent to active versus passive debate
Investors prefers a blended approach, as both strategies can boost or hinder returns depending on the sector
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Investment
AIC: Interest in ESG investing falls for third year running
48% of private investors consider ESG factors when investing, according to the annual ESG Attitudes Tracker
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Companies
Tatton Asset Management: Record inflows lead to 26.6% AUM increase
Full half-year results to be released on 13 November
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News
Keir Starmer: ‘We will rip up the bureaucracy that blocks investment’
Complex regulation is delaying growth projects and turning away investment, the prime minister said
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News
Titan Wealth hires business development director from LGIM
Giles Whittingham will focus on clients in the north of England region
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News
AXA IM adds Sarasin & Partners portfolio manager to thematic equity team
Megan Brennan spent seven years at Sarasin & Partners
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Investment
Home Reit reveals £475m loss in overdue annual results
Harcus Parker called the losses an ‘unjustifiable destruction of shareholder value’
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News
Rob Burdett joins Nedgroup Investments
Rob Burdett will head up Nedgroup Investments’ international multi-manager business
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News
Federated Hermes’ Eoin Murray named CIO of Rebalance Earth
The firm now aims to invest £10bn into nature restoration projects across the UK
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News
Alliance Witan listed on London Stock Exchange
Witan Investment trust and Alliance Trust combine under ALW ticker
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Investment
Square Mile: Are falling US interest rates the panacea for bond funds?
The research team said looser monetary policy represents ‘a turning point’ for the asset class, but warns investors to ‘stay vigilant’
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Analysis
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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
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PA Analysis
Global debt levels are concerningly high – an allocation to gold is essential
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers
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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?
Investments
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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
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Investment
Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
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Investment
Investment trusts: Retail investor take up of private equity trusts remains low
Just a small proportion of private equity trusts are owned by retail investors, despite predictions the asset class will be among the biggest earners of the next decade
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 ESG
17 October 2024Pan Pacific London -
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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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…
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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…
