Investment industry leaves Russia out in the cold
‘Do not expect to see any institutional managers taking positions in Russian securities again for a very long time, if ever’
‘Do not expect to see any institutional managers taking positions in Russian securities again for a very long time, if ever’
Jitters around cost-of-living crisis and global instability have seen investors pull £4.6bn from UK funds in June and July
Clear preference for trackers in Global, UK All Companies and Sterling Corporate Bond sectors
US central bank has made clear it will not back off on tightening but ‘subtle pivot’ is possible, depending on the data
Fundraise activity has all but vanished this year after a strong showing in 2021 – so when will it come back?
Fossil fuels are being shunned by investors, but record payouts mean sector could still worth adding to portfolios
All eyes will be on the annual Jackson Hole meeting which may offer clues about the path moving forward
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels
Equity focused closed-ended funds trounced but infrastructure and private equity vehicles prove more resilient
After a quick-fire deployment, the number of ESG strategies brought to market is also on the decline
UK CPI now sits at 9.4%, the highest level since 1982
Energy price and inflation hikes are battering big developed markets, leaving investors to consider their options