Morningstar: Equity funds leak £18bn in second-worst year on record for outflows
Money market funds were the only asset class to achieve positive net flows in 2023
Investment
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Inflation upside surprise a ‘bitter pill to swallow’ for BoE
Tobacco and alcohol prices contributed to the 0.1% increase on November’s 3.9% CPI figure
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Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
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Mirabaud Wealth Management’s Paul Whelan: Lifelong learning
The manager discusses putting ESG concerns front and centre of investment and the ‘ongoing education piece’ on both sides of the client/adviser relationship
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Nick Train lists Diageo and Burberry as biggest disappointments in 2023
Finsbury Growth and Income underperformed for the third year running
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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
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Peel Hunt: The must-have trusts to grow your savings in 2024
Researchers narrowed down the universe of over 400 trusts
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Banishing the blues: Investors have plenty to look forward to in 2024
Ninety One’s Sahil Mahtani discusses the tailwinds afoot for 2024
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The AIC: City of London most viewed trust as investors eye income
Seven of the 20 most-viewed trusts on the AIC website in 2023 were UK Equity Income-focused
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WisdomTree Bitcoin fund begins trading in US
Following SEC’s approval of spot bitcoin ETFs
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IA: Funds achieve net inflows of £1.1bn in November as monetary outlook brightens
A potential end to interest rate hikes injected optimism back into UK investors, who favoured passive funds over their active counterparts
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Londonmetric Property reaches agreement on terms for merger with LXi REIT
Merger set to create the UK’s fourth-largest REIT