Ernst Knacke: We have been ramping up exposure to alternatives and gold
Shard Capital head of research says moving underweight equities has been a ‘tough call’ but valuations look ‘extreme’
Author: Sebastian Cheek
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Ruffer dials up protection as Fed says inflation not transitory
Equity and credit markets as vulnerable as they have been since the market falls of March 2020
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Calum Bruce: Why we’re shifting away from offices towards retail warehouses
Video: Ediston Property Investment Company manager says the ‘death of the office’ has been overexaggerated
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Gresham House tips £6bn AUM by year end on forestry mandate
In July asset manager was appointed to run a 24,800-hectare Australian forestry investment
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Vanguard launches sustainable range but fails to match lowest-cost competitor
Vanguard Sustainablelife aims to build on the success of the similarly named Vanguard Lifestrategy range
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Omicron drove £83m from equity funds in two days
Investors add £108m to money market funds in November after outflows in 10 of the past 12 months
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Monks underperforms in first results since Charles Plowden’s exit
Managers say pandemic has triggered ‘an avalanche of change’ which is not yet fully understood or appreciated
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Premier Miton assets jump to £14bn as it swings back to inflows
Chief executive O’Shea says fund group’s medium-term ambition is to reach £20bn
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Connection Capital appoints fund picker from Abrdn fixed income team
Anas Afzal will help specialist private client business in alternatives such as private credit and venture capital
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Marlborough bond veteran Geoff Hitchin bows out after 34 years
‘I’ve navigated no fewer than five crises’
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FCA’s attempt to rejuvenate UK IPO market could tempt charlatans
‘A string of successful floats can tempt investors to let down their guard and permit lower-quality companies to come to market’
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River and Mercantile rebuffs Spac offer for solutions business
‘The board continues to believe that Schroders’ all cash offer… is in the best interests of all stakeholders’
