Alternatives
-
In a volatile world, diversification must go beyond 60/40
There is a growing consensus, including BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
-
M&G appoints Martin Towns as real estate head
Current head Tony Brown is set to retire end of June
-
Gold soars, tech slumps: What happened in markets in March?
Eight of the top 10 funds for the month were gold and precious metals funds
-
Achilles requisitions Urban Logistics REIT over internalisation proposal
The activist investor, alongside Waverton, TR Property IT and Harwood, are calling for board changes and a strategic review
-
Gresham House Energy Storage fund lowers management fee
New fee arrangement ‘better reflects current market conditions and investor sentiment’
-
Wealth manager Q&A with Ben Kumar: ‘Don’t doomscroll your savings’
7IM’s Ben Kumar has witnessed the rise and rise of index investing, is both curious and annoyed by bitcoin and warns of the dangers of checking your savings account on a daily basis
Equities
-
In a volatile world, diversification must go beyond 60/40
There is a growing consensus, including BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
-
Calastone: Investors pull record £3.5bn from UK equities in Q1
While investors piled into US equities despite the S&P 500 dip
-
Will healthcare be the next big opportunity as PM unveils sweeping reforms?
Benefits for businesses that manage primary care products
-
Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
-
Small-cap specialist rejoins ex-Fidelity colleague at Goodhart Partners
Richard Tennant to reunite with Russell Champion
-
Gold soars, tech slumps: What happened in markets in March?
Eight of the top 10 funds for the month were gold and precious metals funds
Fixed Income
-
Calastone: Investors pull record £3.5bn from UK equities in Q1
While investors piled into US equities despite the S&P 500 dip
-
What’s next for preferred securities?
After a strong 2024, Cohen & Steers’ Allie Quine discusses what’s in store for preferreds going forward
-
Morningstar appoints Ninety One EMD manager to multi-asset research team
Michael Diamantopoulos spent two decades at Ninety One before exiting last year
-
Fidelity’s global fixed income CIO exits
New hire will co-manage emerging market debt fund after Steve Ellis departs
-
Future-proofing fixed income by embracing technology
Asset class has historically been slow to embrace change, writes Aviva Investors’ Fraser Lundie
-
Track to the Future – with Premier Miton’s Jonathan Willcocks
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
Investment Trusts
-
Fund manager profile: aberdeen’s Maclean on the enduring value of the Dunedin Income Growth trust
Investment director Rebecca Maclean talks about why the trust is measuring up in turbulent markets due to its quality approach setting a high bar
-
FCA and Treasury launch consultation on streamlined regime for asset managers
Including bespoke rules for investment trusts and VCTs
-
AJOT proposes Fidelity Japan merger
Ahead of Fidelity Japan’s continuation vote on 21 May
-
Life Science REIT lowers investment adviser fees
Resulting in a £1m per year cost saving for the trust, the board said
-
Investment trusts: Ain’t no discount wide enough
Discounts stretched ever-further in 2024 despite boards launching the highest levels of share buybacks, mergers and liquidations in the sector’s history
-
Warehouse REIT receives £489m offer from Blackstone
The final indicative offer comes at a 39.6% premium to Warehouse REIT’s share price
Multi Asset
-
Rob Burdett joins Nedgroup Investments
Rob Burdett will head up Nedgroup Investments’ international multi-manager business
-
Premier Miton’s David Jane: Should clients ‘income cost average’?
The multi-asset manager lays out a different way to think about investing
-
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
-
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
-
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
-
Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
ESG
-
Rathbones Asset Management adopts SDR labels on two funds
Rathbone Greenbank Global Sustainability and Rathbone Greenbank Global Sustainable Bond funds will use the label from 2 April
-
Nordea AM reviews fund names following new ESMA sustainability rules
Group has added or kept ‘Sustainable’ in the names of 17 Nordea 1 SICAV funds following review
-
Q&A: What does Foresight’s acquisition of WHEB mean for the future?
George Latham, managing partner at WHEB, explains why cultural alignment was crucial
-
FCA and PRA axe plans to impose stricter DEI rules for financial services
Further information on the FCA’s work on non-financial misconduct is expected in June
-
Generation next with Pietro Sette: Giving something back
MainStreet Partners’ research director – GSS bonds, on why green investments are so vital right now, both for client returns and social change
-
Schroders Greencoat launches energy infrastructure LTAF
Investing in wind, solar and parts of the green hydrogen market