Square Mile: Capital growth funds tussle with income funds for advisers’ attention
Aegon Diversified Monthly Income took the top spot for the most-searched fund
Fixed Income
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Defaqto reveals top 10 most recommended multi-asset strategies and MPSs
Rankings created using data from Engage adviser research software
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Calastone: UK investors pile into US equity funds in December
While 2023 flows as a whole belonged to money market strategies
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Canada Life’s Sriharan: The rules of engagement on asset allocation have changed
Multi asset manager discusses defensive plays, generating long term alpha, and fixed income allocation
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Premier Miton Financials Capital Securities co-manager retires
Rob James retired at the end of 2023
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Tech funds top the rankings for 2023
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes
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Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study
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Calastone: Equity flows positive for first time in half a year
Improved market sentiment and rising prices tempted UK investors back
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Tech funds tops returns in ‘risk-takers’ November
Growth strategies, including Baillie Gifford American, enjoyed a strong month for returns
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BlueOrchard launches impact credit fund focused on emerging markets
An SFDR Article 9 fund aiming to improve financial inclusion
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Nordea’s Gorgemans: Tapping into the ‘cross credit’ space across Europe
Overcoming the ‘bittersweet credit conundrum’
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Evelyn Partners cuts equity and credit allocations in favour of cash and government bonds
Firm sees increased uncertainty for risk assets
