Alternatives
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Metal funds win out in October fund performance
Gold hitting all-time highs and silver rallying propelled precious metal strategies in the month
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Private markets: Wealth managers face high barriers to entry
With wealth managers claiming they have lost clients due to a lack of adequate access to private markets, we get the lowdown on this rapidly growing but complex sector
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Amber Infrastructure’s Morgan: Why infrastructure trusts entry economics are attractive
Chris Morgan discusses infrastructure investment trust discounts, opportunities and the Thames Tideway tunnel
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Wealth managers increase allocation to digital assets
60% of wealth managers surveyed estimate they will have more than 3% of assets invested in digital assets in the next three years
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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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Gold hits record high: Fund picks to play precious metals
TILLIT’s Sheridan Admans reveals his fund picks for gold and precious metal plays
Equities
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Carne Group: Asset managers expect ‘significant increase’ to margin pressure over next two years
Traditional managers set to be hit harder, according to Q3 survey
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Small caps: The rise of the pocket rockets
Almost 200 smaller companies beat the ‘magnificent seven’ last year, despite big tech hogging the limelight
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Metal funds win out in October fund performance
Gold hitting all-time highs and silver rallying propelled precious metal strategies in the month
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Hidden gems: Five below-radar funds in the global EM sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Beneath the bonnet: The case for Yihai International, Jollyes and EM healthcare
Three fund managers on stocks that are whetting their appetite
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Saxo: Client optimism for equity markets softens
Saxo clients expect Europe to perform the worst of all regions in Q4
Fixed Income
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Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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Demystifying credit: CVC Income & Growth’s Pieter Staelens on asset class misperceptions
Pieter Staelens discussses why investors still have misperceptions around credit following the GFC
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AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year
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Weiss Korea Opportunity to undergo strategic review
Investment manager says the trust’s opportunity set is ‘less attractive’ than it has been in the past
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EFG Asset Management launches global impact credit fund
In partnership with Schroders affiliate BlueOrchard
Investment Trusts
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Edinburgh Worldwide to undergo restructure following poor performance
Baillie Gifford is to change the £630m trust’s investment policy after its share price halved in three years
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Finsbury Growth & Income weighs up ‘tactical opportunities’ in UK stockmarket
Manager Nick Train looks to deploy cash into ‘one or two’ new holdings
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SEGRO offer for Tritax EuroBox lapses
After SEGRO agreed deal with rival bidder Brookfield to split the Tritax EuroBox portfolio
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BlackRock Sustainable American Income Trust changes name ahead of SDR
Trust drops ‘Sustainable’ from its name ahead of SDR
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Baillie Gifford China Growth introduces tender offer of up to 100%
Shareholders will be eligible if the trust underperforms its benchmark between 29 November 2024 and 30 November 2028
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Investment trusts: Growth story in Japan
The cyclical leaders that dominate Japan’s equity market and drove its recent rally could recede as growth stocks take centre stage once more
Multi Asset
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Rob Burdett joins Nedgroup Investments
Rob Burdett will head up Nedgroup Investments’ international multi-manager business
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Premier Miton’s David Jane: Should clients ‘income cost average’?
The multi-asset manager lays out a different way to think about investing
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Premier Miton’s Rayner: Focus on short-term volatility factors is unhelpful
Premier Miton multi-asset manager says investors should focus on broader shift to diverging policies
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Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
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Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
ESG
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FCA releases ‘good practice’ guidance for firms applying for SDR labels
Also includes ‘bad practice’ examples
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Generation next with Mirabaud AM’s John Kisenyi: Power play
The sustainable global equity analyst on why the renewables sector is one to watch and that how we interact with data is about to change
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Autumn Budget 2024: ‘Unlocking the growth industries of the future’
More details have been revealed about the government’s ‘modern industrial strategy’
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MSCI appoints Richard Mattison as head of ESG and climate
Mattison left his position at S&P Global earlier this year
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Over half of managers believe net zero will ‘be disorderly or fail’
As LCP report urges managers to address gaps in their transition plans to achieve net zero targets
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Everyone Matters: Diverse thinking needed to address poor leadership
Survey found that corporate culture, inclusion, company values and sustainability are highly valued by financial services employees