Alternatives
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BNY Investments launches adaptive risk overlay fund
Following demand for liquid tail-hedging solutions
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Half of central banks to increase gold holdings
Central banks expect to build their reserve holdings over the next two years, according to Invesco study
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Generation next with J. Safra Sarasin’s George Cotton: Dramatic arc
Manager of the JSS Transition Enhanced Commodities fund discusses navigating today’s markets
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Hidden gems: Three below-radar funds in commercial property sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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PISCES private asset exchange gets FCA go-ahead
New exchange to launch later this year
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Royal London’s Lowson: ‘Expect to see an exodus from AIM over the next year’
Small-cap managers anticipate a mass delisting from the Alternative Investment Market as tax relief is cut, but should those companies exiting ‘be careful what they wish for’?
Equities
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Smart investing: Five parallels between ultra-cycling and investing
Kenneth Lamont, principal, manager research, at Morningstar, explains what hours in the saddle have taught him about smart investing
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Premier Miton’s Emma Mogford: Our best decisions are the least comfortable ones
‘Of all the great fund managers that I have studied, no two have had the same approach, but they have all had courage of their conviction’
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Uncertainty abounds, but the bond market holds the key
Schroders’ Johanna Kyrklund looks back on a turbulent few months for the markets
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FTSE 100 passes 9,000 mark
UK market has acted as a “safe haven” amid global trade uncertainty in recent months
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Beneath the bonnet: The case for Portillo’s, Danone and emerging market banks
Three fund managers on the stocks they are backing and why
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Why SJP is ‘significantly’ underweight in the US
Concentration conundrum and expensive valuations are increasing risk
Fixed Income
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Uncertainty abounds, but the bond market holds the key
Schroders’ Johanna Kyrklund looks back on a turbulent few months for the markets
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Half of central banks to increase gold holdings
Central banks expect to build their reserve holdings over the next two years, according to Invesco study
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Jupiter’s Hilary Blandy: Fixed income has changed dramatically since the pandemic
‘A lot of traditional flexible bond funds have found it tough – but it’s an exciting moment for us’
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Calastone: Middle East conflict prompts ‘buyers’ strike’ in June
Buy orders dropped to lowest level since September 2023
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Vanguard reduces fixed income fees
OCF reduced on seven of Vanguard’s European fixed income offerings
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Mike Riddell on bonds: Bullish on the belly (of the curve)
Manager of the Fidelity Strategic Bond fund says while the predicted demise of bonds as a diversifier has not come to pass, fixed-income investors are not out of the woods just yet
Investment Trusts
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Apax Global Alpha take-private deal ‘bittersweet’ for retail investors
£794m acquisition by an Ares Management PE consortium represents a first for the listed private equity trust space
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Maven Renovar VCT to explore tender offer as board sets meeting date
Requisitioned general meeting to be held on 13 August
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DORE board agrees terms of cash acquisition
Bagnall Energy has made a cash offer for the renewables investment trust
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Maven Renovar VCT board defends manager change ahead of requisitioned meeting
Board has responded to the requisition notice served by a group led by former investment manager Paul Jourdan
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Murray Income launches ‘surprise’ strategic review
As discount widens to over 10%
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Bidding war? Analysts react to Tritax Big Box offer for Warehouse REIT
Raising Blackstone’s offer for the investment trust
Multi Asset
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H1 2025: A game of two halves for multi-asset managers
How have multi-asset managers negotiated such a volatile start to the year and how they are positioning their portfolios as we move into the second half?
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Shard Capital launches model portfolio range
Risk profiles from Cautious to Steady Growth
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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
ESG
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Octopus team sets up sustainability firm Groundswell
Supporting asset management and private market companies move from a siloed sustainability function to an integrated capability
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Track to the future – with Spring Capital Partners’ Malcolm Arthur
The director and founder discusses looking beyond the US, why ESG makes sense and peak passive investing
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M&G announces new CEO for responsAbility
Nadia Nikolova replaces Rochus Mommartz
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Rathbones amends objectives on sustainable multi-asset to align with SDR labels
Four funds see changes
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CCLA: Financial services firms boost mental health initiatives
CCLA’s UK mental health benchmark reports marked improvements over past year – but gaps remain in operational management and leadership
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Wealth manager Q&A with Olivia Bowen: Be in tune with your values
Castlefield’s Olivia Bowen on responsible investing, fostering deeper relationships with clients for the good of society and bringing your personal ethics with you to work