Latest Stories
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M&G announces new CEO for responsAbility
M&G has announced Nadia Nikolova (pictured) as the new CEO of its emerging markets impact division responsAbility. Nikolova is replacing Rochus Mommartz who is retiring after 22 years at responsAbility having joined when it was founded in 2003. See also: M&G hires Jockers for ESG focus in real estate business responsAbility is part of M&G’s €90bn private markets…
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Quilter CEO: ‘We see a huge opportunity to turn savers into investors’
Steven Levin gives his take on bespoke portfolios, SDR and incubating the clients of the future
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IA fund flows: North America sees first outflows for six months in May
Investors sold down US exposure for European and global funds
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Murray Income launches ‘surprise’ strategic review
As discount widens to over 10%
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Independence Day: Eight investment opportunities amid ongoing US uncertainty
Ahead of 4 July, robotaxis, Chipotle and and the ‘forgotten middle’ are catching US investors’ eyes
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Canada Life appoints UK CEO
Emma Watkins joins from Scottish Widows
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Matt Bennison exits Schroders
Schroders on the hunt for two new hires
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Fidelity’s Alex Wright: Catalyst for UK equity outperformance has already happened
Turnaround in UK mid-caps and US investors diversifying away from weakening dollar provides boosts
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Investors flag fiscal concerns as ‘big, beautiful bill’ clears key hurdle
The ‘big, beautiful’ bill narrowly passed amid concerns over fiscal sustainability
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BNP Paribas completes €5.1bn AXA IM acquisition
Sandro Pierri, CEO of BNP Paribas AM, will lead the wider group’s asset management arm
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Ninety One recruits David Knee from M&G to head multi-asset
Knee spent over three decades at M&G Investments
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Is there still a place for bespoke portfolios in the era of Consumer Duty?
Wealth management firms are reviewing whether bespoke portfolios are suitable for all the clients that are in them
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Which IA funds performed best in H1?
“The last six months has been one of the most fascinating yet random in the last decade,” says Fairview Investing’s Ben Yearsley
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Evelyn Partners hires Catherine Kirchmann from Investec W&I
Spent 15 years at Investec Wealth & Investment in London and Hong Kong
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LISA penalties ‘excessively punitive’ as Treasury calls for reform
Dual purpose design could be diverting savers away from more suitable products, MPs warn
Analysis
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Quilter CEO: ‘We see a huge opportunity to turn savers into investors’
Steven Levin gives his take on bespoke portfolios, SDR and incubating the clients of the future
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Fidelity’s Alex Wright: Catalyst for UK equity outperformance has already happened
Turnaround in UK mid-caps and US investors diversifying away from weakening dollar provides boosts
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Investors flag fiscal concerns as ‘big, beautiful bill’ clears key hurdle
The ‘big, beautiful’ bill narrowly passed amid concerns over fiscal sustainability
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Is there still a place for bespoke portfolios in the era of Consumer Duty?
Wealth management firms are reviewing whether bespoke portfolios are suitable for all the clients that are in them
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Which IA funds performed best in H1?
“The last six months has been one of the most fascinating yet random in the last decade,” says Fairview Investing’s Ben Yearsley
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Amati’s Mikhail Zverev: Avoiding the ‘magnificent seven effect’ and finding the next frontier
In this new series, Portfolio Adviser talks to the manager of the Amati Global Innovation fund
Investments
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Independence Day: Eight investment opportunities amid ongoing US uncertainty
Ahead of 4 July, robotaxis, Chipotle and and the ‘forgotten middle’ are catching US investors’ eyes
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Fidelity’s Alex Wright: Catalyst for UK equity outperformance has already happened
Turnaround in UK mid-caps and US investors diversifying away from weakening dollar provides boosts
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Knacke’s money maps: The unstoppable US debt spiral
The idea that the US economy is heading for a soft landing is a ‘big, beautiful fantasy’, says head of research at Shard Capital Ernst Knacke
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Generation next with J. Safra Sarasin’s George Cotton: Dramatic arc
Manager of the JSS Transition Enhanced Commodities fund discusses navigating today’s markets
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Technology and competition are now ‘top concerns’ for asset managers
Tech disruption overtakes regulation as main issue of concern, according to FE fundinfo’s 2025 Asset Managers Report
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Fidelity: Investors turning to social media for financial advice
40% of investors turn to social media to try and plug advice gap
Funds
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Matt Bennison appointed co-manager of Schroder Income Growth fund
Alongside Sue Noffke, while fees cut and volatility reduction measures announced
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The US funds that lost the most from Trump’s tariffs
Only three US equity funds avoided losses in the week following, with small and mid-cap strategies being the worst hit
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The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
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Square Mile backs sustainable bond funds in new batch of re-ratings
Goldman Sachs Sovereign Green Bond and TwentyFour Sustainable Short Term Bond Income were stamped with a seal of approval
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Spot the Dog: Number of underperforming mega funds on the rise
Fifteen funds worth over £1bn each accounted for 59.6% of the assets of all funds that underperformed over the past three years
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The best performing funds of 2024
Funds investing in US tech topped the charts in 2024, but some more specialist portfolios also delivered outsized returns
PA TV
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Fund in Five: Artemis Strategic Bond Fund
In this new Fund in Five, we talk to Liam O’Donnell, David Ennett and Grace Le, managers of the Artemis Strategic Bond Fund, to understand how there may be more reliable ways of generating alpha than taking major macro or duration calls; an approach used by many other funds in the sector.
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Fund in Five: CCLA Better World Global Equity Fund
In this new Fund in Five we talk to Charlotte Ryland and Joe Hawkes, co-managers of the CCLA Better World Global Equity Fund, to talk about the fund’s recently hit three-year track record, its policy of ‘good investment’ and what makes it different to its peers.
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Interview with Sophie Meatyard, Mainstreet Partners
Sophie Meatyard, ESG fund research director at Mainstreet Partners, assesses the outlook for the sustainable funds market.
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Trust Talk with Laura Foll, portfolio manager, Janus Henderson
Coming up to a year since the change of government, co-manager of the Law Debenture and Lowland investment trusts Laura Foll discusses the lay of the land for UK equities.
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Interview with TIME Investments’ Roger Skeldon
Roger Skeldon, head of real estate at TIME Investments, says after a tough few years the fundamentals of the property market are starting to shine through again.
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Back of the NAV Season 2: Episode 20
With the season over, the BotNAV co-managers crown the first ever champion of the Back of the Network league and reflect on a difficult second season for the portfolio.
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