Parmenion: The changing face of fund research
‘Fund research was unsophisticated in the not so distant past, but improving methods have given investors a better understanding of portfolios’
Investment
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Morgan Stanley rolls out three Article 8 strategies
Global equity, US equity, and high yield bond strategies to be run by Calvert Research and Management
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JP Morgan launches three US-dedicated active ETFs
The firm is blending several of its existing strategies to create three new funds investing in US equities
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Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
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Quilter boosted by spike in adviser flows to platform
Jump of 44% on the inflows through the same route a year ago
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UK companies drop special dividends by 79% in 2023
Special dividends fell by more than three quarters in 2023, but bank payouts ‘more than offset cuts’
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‘The perfect moment doesn’t exist’: Rathbones’ Thomson on imposter syndrome, his three best investments and keeping calm
The manager of the £3.6bn Rathbone Global Opportunities fund reflects over his 20 years of running the portfolio
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JPM Multi-Asset Growth & Income to merge into JGGI
Process expected to be completed by the end of March
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Value funds overtake growth in FE Fundinfo Crown rebalance
Value funds are within the top 10% of all IA portfolios on alpha, volatility and performance, overtaking the previous growth winners
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Home Reit sells further 103 properties to reduce debt
1.6% of the trust’s portfolio sold for £6.6m
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Nick Train undecided on future of Manchester United holding following INEOS deal
Finsbury Growth manager had envisaged a full takeover of the club rather than a minority sale
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Head to head: Will 2024 be the year of the bond?
While the much-touted ‘year of the bond’ never materialised in 2023, Yoram Lustig of T Rowe Price and Liontrust’s Phil Milburn explain why investors are sticking with fixed income