Why Ben Goldsmith is downplaying his fund’s three-year milestone
Ben Goldsmith would prefer investors wait until next year to assess performance on his thematic investment trust, Menhaden Capital, despite it reaching its three-year milestone in several weeks’ time.
Vanguard: We’re not troubled by duration in Lifestrategy
Vanguard has faced criticism for soaring duration in its fixed allocation Lifestrategy range, but investment strategist Ankul Daga is doubtful tactical decisions made by active managers will deliver superior results.
Advisers dump less wealthy clients into multi-asset
The size of a client’s wealth is important in helping advisers decide which investment strategies to use, but it is not the only factor to consider.
Competition watchdog seeks investment consultancy overhaul
The Competition and Markets Authority (CMA) has proposed a radical overhaul of the UK’s £1.6trn investment consultancy and fiduciary management industry after identifying conflicts of interest, a lack of competition and opaque fees.
SLI Gars hits back at ‘sniping’ media in performance update
Standard Life Investment’s Global Absolute Return Strategy (Gars) has admitted prepping too early for the end of the cycle and vented about the level of media attention on its multi-billion pound outflows.