Risky assets need a rebalance as recovery accelerates
‘Market has become less straightforward in its preferences’ with halt in rising bond yields and rotation from value to growth stocks
Investment
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How have UK property funds’ office allocations changed over a year on from Covid?
Reports of ‘the death of the office’ may be exaggerated but pandemic has forced managers to re-evaluate types of assets they own
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Liontrust multi-asset team adds convertibles for first time
Acquisition of Architas UK has given John Husselbee’s team greater resources to analyse broader set of asset classes
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Edentree targets advisers with responsible multi-asset range
Lack of ‘track-record’ with these types of products not an issue, according to one adviser
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Vanguard Lifestrategy static bond allocation could prove ‘painful’ amid rising inflationary pressures
Four out of five funds have set exposure to long-dated government bonds
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Alternative thinking: Four vehicles for ESG investors beyond open-ended funds
VCTs, EIS, investment trusts and REITs have the potential to meet the needs of investors with sustainable goals and priorities
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Property fund redemptions hold steady as another £186m heads out the door
M&G Property Portfolio takes biggest bruising though redemptions are down substantially from May’s £806m
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Lottie McGurk: At least UK assets are ‘coming home’
Analysis by Last Word Research suggests UK fund selectors are strongly targeting domestic equities
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Seraphim Space trust blasts past £150m IPO target
Oversubscribed IPO comes after Liontrust missed £100m target to launch debut ESG trust
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Gresham House Energy Storage raises £100m in oversubscribed placing
Funds will go toward financing four battery energy storage systems projects
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Baillie Gifford China Growth eyeing ‘exciting’ pipeline of private companies
‘If you’re not looking for growth companies in China, you’re missing the point,’ says Sophie Earnshaw
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How can asset managers address their assessment of value issues?
What the FCA’s revealing AoV report says about governance failings and how they can be remedied