Alternatives
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Fund manager profile: Cohen & Steers’ Jason Yablon on the reit move
Following a period of ‘hunkering down’, the head of listed real estate explains why he is hopeful the commercial property sector is on the way up as we head into 2025
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St. James’s Place to exit property market after 20 years
Decision to shutter its property funds follows a ‘challenging period’ for the sector as a whole
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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
Equities
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Hidden gems: Three below-radar funds in the IA Targeted Absolute Returns
Spotlight on the small funds that are flying above market returns but below investors’ radars
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AJ Bell: Passive funds ‘eating the lunch’ of active managers
Just a third of active funds outperform passive across a decade
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Beneath the bonnet: The case for Samsung Life, Sunonwealth and Bim
Three fund managers on stocks that are getting them excited
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Ninety One UK Sustainable Equity fund to merge with global mandate
Manager Matt Evans to remain part of sustainable equity team
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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Cyber Monday: Seven industry experts talk tech as sector extends dominance
The industries and names expected to shine in 2025 and beyond
Fixed Income
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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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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RSMR awards three new ratings to Royal London, Dodge & Cox and L&G funds
The three fixed income funds are first-time entrants
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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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Trusts targeted by Saba campaign urge shareholders ‘take no action’
The US activist plans to replace the boards of seven trusts, in what some call an ‘entirely self-serving’ move
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Artemis gains Invesco Perpetual UK Smaller Companies mandate
Trust to be run by Mark Niznik and Will Tamworth
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Saba Capital launches campaign to replace seven investment trust boards
Activist investor is seeking to replace the boards of Baillie Gifford US Growth, Henderson Opportunities and more
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Nick Train: Sage went from my worst detractor to my best performer
His second biggest holding dragged on Finsbury Growth and Income’s performance in 2024, but leapt a whopping 35% in November
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PRS REIT: ‘Number of interested parties’ regarding sale of trust
The board is in ‘active discussions’ about selling the trust with ‘a number of interested parties’
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J.P. Morgan proposes wind-down plan for Global Core Assets trust
It will liquidate its portfolio and return the proceeds to shareholders by the end of 2025
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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FE Fundinfo: Tech and value funds receive top ratings in July Crown rebalance
Royal London received the most ‘five crown’ ratings by fund group, while four M&G strategies were downgraded
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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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Generation next with Charlotte Cuthbertson: ‘Have faith in your convictions’
Co-manager of Migo Opportunities Trust explains why she would like to see investment trusts play a bigger role in portfolios and how important it is to be yourself
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EY: Investors display ‘worrying level of apathy’ to ESG
92% of investors argue it is not worth sacrificing short-term performance for the longer-term ESG investments, according to an EY survey
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Ninety One UK Sustainable Equity fund to merge with global mandate
Manager Matt Evans to remain part of sustainable equity team
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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’