Vulnerable clients: How can the unseen be seen by wealth managers?
Given all clients have the potential to be vulnerable, why are so many firms failing to acknowledge the existence of at-risk investors?
Investment
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What would a second Trump presidency mean for US equity allocations?
US small caps and defence tipped to see growth
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King’s Speech: Pensions reform and economic growth take centre stage
While Keir Starmer’s government will plan to introduce a Budget Responsibility Bill
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Polar Capital Tech’s Rogoff: ‘Concentration risk remains elevated’
Shares soared 50.5% over the past year, but more than half its assets were concentrated in 10 stocks
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Morningstar downgrades Lindsell Train Global Equity process rating
Manager research team argues the fund’s competitive position has ‘diminished’
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69% of advisers are unprepared for the biggest wealth transfer in history
Older generations are set to pass down $72.6trn over the next 20 years, but advisers will only capture £5.5trn of it
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Home Reit proposes wind-down amid debt repayment issues
Size of the trust may be too small for some investors once its £114.6m debt has been paid down, the board said
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American Century: Investors are so captivated by yield they’re ignoring credit risk
Fixed income investors are being ‘far too blasé’ about historically tight credit spreads
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PGIM: Fund selectors claim clients are underinvested in private markets
Study finds fund buyers bullish on fixed income, with less certainty in equity
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Square Mile: US funds steering clear of concentration and political risk
High returns in the US have investors excited, but its highly-concentrated and politically volatile nature have them nervous, writes Ajay Vaid
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FundCalibre: The future of key UK sectors under Labour
With Starmer now in Downing Street, Darius McDermott examines the potential winners and losers
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Hipgnosis shareholders approve $1.58bn sale to Blackstone
99.97% of votes cast were in favour of the deal