AIC: Institutional investors own half of all trust shares
Institutions hold £89bn in investment company shares
Author: Tom Aylott
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LGIM to increase Reit exposure in UK property fund
Trust exposure will increase from 4% to 45% in an effort to improve liquidity
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Women in the UK to lose out on £10,362 of savings by 2030
Women’s savings pots are forecast to be a third smaller than men’s by 2030
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Brunner investment trust increases dividend for 52nd year
Dividends were up 5.6% year-on-year to 22.7p
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Can tech come up trumps again in 2024? The top trends to be excited about
The sector looks set to thrive again this year after a strong 2023, but there is more to tech than just AI
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Pictet profits down 25% after paying $123m to US authorities
Losses would have been shallower without its payment to the US Department of Justice for shielding client money from taxation
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State Street: Risk appetite falls in January as investors re-evaluate pace of rate cuts
Confidence among institutional investors turned negative in January after a short-lived rally
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Calastone: January 2024 sees most bullish investor sentiment in almost three years
Investors added £2bn to equity funds in January in one of the best months on record, but Calastone warns that returning confidence ‘should be treated with caution’
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Royal London closes top-performing Global Equity Select fund
The $360m fund gained much interest from investors since launch, but seeks to ‘maintain the integrity of its investment process’ by closing off new inflows
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Hidden Gems: Five top-performing funds in the IA North America
A look at five funds in a tech-heavy sector that tends to shine when growth is in favour but struggle when value is the mode
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Calastone: Funds made record returns in 2023 but investors remain bearish
Rising equity markets pushed the value of mutual funds up by $10.7trn
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UK investors to increase exposure to real assets in 2024
67.5% said reducing risk through diversification was their main motivation for the move