Small caps: Is it time for some UK cheer?
A world in which the UK stockmarket outperforms the US seems implausible but the global economy could be lining up for a new cycle
Investment
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Investment companies will no longer be required to produce KIDs
A draft Statutory Instrument proposed by HM Treasury found EU-inherited cost disclosure rules are ‘not accurate’
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View from the top with T. Rowe Price’s Nataline Terry: The winning side
Nataline Terry, head of distribution UK and Ireland at T. Rowe Price, on why marketing and distribution are two sides of the same coin
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HSBC AM launches equal weight S&P 500 tracker
The launch follows increased demand for equal weight solutions
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Dynamic Planner’s Chris Jones: Invest like an Olympian
Chief product director says managing risk makes all the difference when you’re aiming for gold in your investment strategy
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Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
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Investment trusts: Retail investor take up of private equity trusts remains low
Just a small proportion of private equity trusts are owned by retail investors, despite predictions the asset class will be among the biggest earners of the next decade
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As Australia phases out AT1s, what does the future hold for the wider market?
Despite Australia’s decision to abolish AT1s and the fallout of the Credit Suisse wipeout, the asset class has performed well this year
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Are the negative flows from UK equity funds justified?
Outflows of £666m were seen from UK equity funds during the month of September alone, according to Calastone data
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Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September
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Square Mile’s Fund Selector: IA specialist funds to watch
Square Mile’s David Holder checks out the top performers and compelling newcomers
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ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
