Momentum’s Parfect: ‘Terrifying’ FCA guidelines are forcing a shrinking allocation to investment trusts
Momentum’s Richard Parfect discusses why FCA guidelines have led to misleading reporting costs for investment trust investors
Investment
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Progeny buys Nottingham-based wealth manager
Purchase brings Progeny’s AUM to £8bn
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US Solar Fund tees-up manager switch as it tries to stem slump
Shares in US Solar have fallen 27% over the past 12 months
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Bundy: ‘Benchmarks help tell stories about markets’
Morningstar’s Ron Bundy discusses speed of trust, the challenge of indexing private markets and working to meet clients’ more thematic ‘strategic beta’ needs
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J Stern & Co’s Chereau: How the ‘game-changing new normal’ has switched up our asset allocation
Star Multi-Asset Income Fund manager discusses portfolio changes amid the higher yield environment
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Consolidation, overcrowding and widening discounts: Do investment trust boards need to step up?
Given the Home Reit saga and TLEI’s suspended shares, PA looks at governance concerns in the investment trust space
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IA funds attract £6bn inflows in 2023 despite June redemptions
£1bn pulled from funds in June, including a net £858m from UK equities
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Calastone: ESG funds suffer highest ever monthly net outflows
Equities shunned for fixed income despite a global stock market rally
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Schroders appointed manager of International Biotechnology Trust
Portfolio managers Ailsa Craig and Marek Poszepczynski staying on
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Evenlode’s Elliott, Knoedler and Dyer: Why we don’t ‘buy low, sell high’ in our funds
Evenlode’s Global Equity team discusses launching during the pandemic, severing emotion from sell discipline, and why investing in brands is ‘high maintenance’
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Information technology tops S&P 500 annual sector returns since 2010
According to a study from platform comparison provider InvestinGoal
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Investor reaction: US credit downgrade ‘purely political’
Fitch lowered US credit rating to AA+ from AAA following repeated debt ceiling crises
