From under-the-radar managers to unique investment strategies, Morningstar has published its biannual list of fund managers that show promise, but are not yet covered by the manager research team. Portfolio Adviser takes a look at the multi-asset funds available to UK investors in the Morningstar Prospects report.
Somerset Capital Management, the emerging markets boutique manager co-founded by Conservative MP Jacob Rees-Mogg, has paid out £25.3m to members in its partnership.
AJ Bell and Seneca are among investment managers shedding bonds as rate hikes loom, but others are concerned alternative assets present new sources of risk.
Anne Richards has resigned as chief executive of M&G Investments ahead of the asset manager’s demerger from Prudential to become chief executive of Fidelity International.
Rathbones has argued shareholders will welcome its expansion of a staff equity plan and denied it had been introduced in response to staff exits.
The Financial Conduct Authority (FCA) has found significant calculation errors in transaction costs for firms reporting under Priips and Mifid II.
Rathbones results for H1 have revealed the investment manager has finally found a tenant for its former Mayfair offices, which have sat empty for more than a year due to softening demand for central London property after Brexit.
Retail investors face costlier funds and less choice under the government’s current post-Brexit plans for a trading relationship with the European Union, the Personal Investment Management & Financial Advice Association (Pimfa) warns.
Miton US Opportunities fund manager Hugh Grieves sold out of Faang stocks three years ago on stretched valuations and argues even if they are great businesses, they may not deliver for shareholders.
With interest rate rises looming, duration concerns are now becoming more tangible and many commentators are wondering if a bond mis-selling scandal awaits low-risk portfolios full of bonds.
Gina Miller has taken aim at the Financial Conduct Authority for a lack of transparency over its enforcement of Mifid II rules connected to costs and charges.
One of WH Ireland’s largest shareholders has disposed of its stake in the business, the same week the chief executive departed the business.
