RBC Bluebay’s Mark Dowding on diverging from the consensus
The CIO discusses why elections, geopolitical uncertainty and monetary policy change has created a fertile hunting ground for fixed income
Investment
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Calastone: Investors use August turbulence as buying opportunity
UK equity outflows doubled, while bond funds recorded its third worst ever month, according to Calastone’s Fund Flow Index
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Columbia Threadneedle ‘disappointed’ as BCPT accepts cash offer from Bidco
Follows a strategic review from the trust’s board
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CG Asset Management criticises PRS REIT board over investment adviser terms
CGAM, a shareholder in PRS REIT, has raised concerns over potential conflict of interests
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Fundsmith Equity drops off interactive investor buylist for first time
Fundsmith had featured on every monthly most sold list since interactive investor began tracking the data in 2018
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PRS REIT board addresses requisition notice
Board sets up sub-committee to engage with shareholder group seeking to replace the PRS REIT chair
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Aviva Investors creates dedicated VC and strategic capital desk
As part of wider expansion of private markets capabilities
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Premier Miton Global Renewables trust drops ‘sustainable’ from investment objective
The trust opted out of the FCA’s new SDR labelling, which looks to combat greenwashing
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Aurora and Artemis Alpha trusts announce merger
Artemis Alpha trust’s £121m assets would merge into Aurora if approved
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Major PRS REIT shareholders call for board shake-up
Investors including Harwood Capital, CCLA and Waverton are seeking to remove board chair Stephen Smith and NED Steffan Francis
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Apax Global Alpha to invest £24.4m as part of Veriforce acquisition
The Apax XI fund, in which AGA is a limited partner, has agreed to acquire Veriforce
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abrdn Property Income Trust completes fifth asset sale this year
Sold an industrial asset in Dover for £9.5m
