Do consumer staples deserve a place in portfolios anymore?
Consumer staples are a top allocation within many of the UK’s most popular funds, but the quality of the sector has deteriorated over the past decade
Author: Tom Aylott
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Investment trusts: What’s the deal with IPOs?
Many private companies could benefit from going public – but not when markets are hostile towards new entrants. And none have been more scrutinous than the UK
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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bfinance: Less than 30% of global managers beat the market in Q2
They lagged the global index by 4.5 percentage points despite taking markedly more risk
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Aviva profits jump 14% to £875m in first half of 2024
The increase was driven by improved profitability in its General Insurance businesses
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L&G Asset Management profits drop 14% following strategy shakeup
The fees involved with merging its investment management and capital divisions proved costly, weighing on its half-year results
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Hidden gems: Six below-radar funds in the Japan sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Small caps: FTSE 100 stars of the future
Five industry experts identify small and mid-cap companies they expect to enter the UK’s biggest index over the next few years
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Invesco drops ESG mandate from fund as Tim Marshall leaves the industry
Invesco Sustainable UK Companies is reverting after taking on the ESG mandate in 2022
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JPMorgan to merge beleaguered Japan trusts
They will combine into a £1bn trust on the FTSE 250 managed by Nicholas Weindling and Miyako Urabe
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Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election
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Nuveen expands fixed income strategy with senior BlackRock hire
Laura Cooper will ‘play a crucial role’ in developing the firm’s growing fixed income offering