Absolute return giants fail to pass muster in volatile H1
Mega retail funds like Gars and Invesco GTR fare poorly as boutique alternatives steal the spotlight
Alternatives
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Rush to real assets to fight inflation should be tempered with caution
With some price hikes already built in – newer investors in certain sectors might just have missed the boat
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Crispin Odey claws back losses as flagship hedge fund soars 110%
Year-to-date returns fuelled by manager’s bearish bets against long-dated govvies
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Windfall tax on listed companies sets dangerous precedent
It won’t just hit dependable dividend payers such as oil and gas giants – wind farms would get caught up too
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Upside potential: The case for European real estate
The biggest upside risk to the outlook for European real estate is recession, says Cohen & Steers manager
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UK warehouse Reits sell-off looks overblown
£5.5bn Tritax Big Box was trading at a 30% premium last year but now sits at a 6% discount
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Axa merges private market businesses
Unified group would manage circa €20bn in assets
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AllianzGI and trio of ex-portfolio managers charged with ‘massive fraud’
Firm to pay more than $1bn to the US SEC and over $5bn in restitution to victims
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Janus Henderson sells £1bn property fund above book value
‘As the fund will bear the costs of the sale, there is a risk that a small margin could still erode shareholder value’
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Uncertain future for UK property funds as LTAF rule change looms
Unclear whether inflationary benefits will tempt investors back into beleaguered sector
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Nuclear investment is the path out of Russian oil and gas reliance
It produces no greenhouse gases and Germany’s power plant shutdown following Fukushima saw a spike in use of coal, says Janus Henderson
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Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities
