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’
Author: Jon Yarker
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Fund managers under pressure to shore up liquidity as wave of redemptions persists
Jitters around cost-of-living crisis and global instability have seen investors pull £4.6bn from UK funds in June and July
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Passive funds more resilient than active rivals as investors prioritise cost and agility
Clear preference for trackers in Global, UK All Companies and Sterling Corporate Bond sectors
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Beyond Jackson Hole: What will the Fed do now?
US central bank has made clear it will not back off on tightening but ‘subtle pivot’ is possible, depending on the data
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Investment trust IPOs on ice as deep NAV discounts weigh on incumbents
Fundraise activity has all but vanished this year after a strong showing in 2021 – so when will it come back?
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Can oil and gas giants sustain bumper dividend payouts?
Fossil fuels are being shunned by investors, but record payouts mean sector could still worth adding to portfolios
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Did 75bps rate hike signal peak Fed hawkishness?
All eyes will be on the annual Jackson Hole meeting which may offer clues about the path moving forward
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Wealth managers batten down the hatches as US enters technical recession
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels
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Investment trusts trail open-ended rivals in H1
Equity focused closed-ended funds trounced but infrastructure and private equity vehicles prove more resilient
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Fears of a tepid reception see fund launches falter
After a quick-fire deployment, the number of ESG strategies brought to market is also on the decline
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50bps rate rise looms as UK inflation hits 40-year high
UK CPI now sits at 9.4%, the highest level since 1982
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Five emerging market equity funds to watch
Energy price and inflation hikes are battering big developed markets, leaving investors to consider their options