Analysis: Are fortunes improving for multi-asset funds?
As interest in the magnificent seven and MPS wobbles, and tax changes are introduced, many believe now is the time for conventional multi-asset funds to shine again
Analysis
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Has the UK been left behind by the growth wave?
The UK is one of the few major markets to lack any technology presence, but its unique composition offers diversification opportunities
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RSMR’s Rayner: Is now the time to make active management great again?
CEO questions whether it’s time for investors to ‘broaden their outlook on developed markets’
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Troy’s Harries: GLP-1’s impact on drinks stocks
The adoption of GLP-1s has shifted behaviour towards healthier habits and away from alcohol, but Troy’s James Harries questions whether the trend will last
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Morningstar: Eltifs ‘a growing breed’ but fund selectors warned on fees and returns
Eltifs ‘unlikely to harvest the same hefty illiquidity premiums’ as trusts
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German election result brings prospect of a ‘business-friendly’ coalition
Friedrich Merz is set to become Germany’s chancellor after the Christian Democrats won the largest share of the Bundestag
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European markets boosted by defence stocks
Stoxx 600 and Dax 40 both hit highs following the start of talks between the US and Russia over the Ukraine war
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Square Mile’s fund selector: IA North America funds to watch
Charlie McCann, an investment research analyst at Square Mile Investment Consulting & Research, checks out the top performers and compelling newcomers
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Who are the winners (and losers) of the FTSE 100?
British Airways, NatWest and Rolls-Royce boosted the FTSE 100 to new heights, while other UK giants saw their share prices tumble
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Macro matters: German debt debate
As politicians and economists call for fiscal reform ahead of Germany’s federal election, PA asks what policy change might look like and what impact it could have for the wider eurozone market
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IA: Jargon remains a barrier to SDR adoption despite high adviser appetite
Advisers are ‘always’ speaking to clients about sustainability but jargon and lack of detail in fund documentation a concern
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UK GDP increases by 0.1% in Q4 2024
An upside surprise versus consensus forecasts of a 0.1% fall