Alternatives
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AEW Europe CEO Wilkinson: Why we took on beleaguered Home Reit
Rob Wilkinson also discusses why the UK has been the firm’s favoured European region over the last two years
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The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
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LSEG: Bond funds pull in €29.7bn in January
BlackRock, HSBC, JP Morgan among the best-selling European fund providers
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Morgan Stanley launches low correlation alts strategy
MS INVF Systematic Liquid Alpha fund will leverage investment strategies across asset classes and targets market neutral performance
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UK investors to increase exposure to real assets in 2024
67.5% said reducing risk through diversification was their main motivation for the move
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Morningstar: Equity funds leak £18bn in second-worst year on record for outflows
Money market funds were the only asset class to achieve positive net flows in 2023
Equities
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Woodford investors to receive initial £185.7m distribution
Redress to be paid out today, almost five years on from fund’s initial suspension
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Robeco launches Emerging Markets ex-China Equities fund
Article 8 fund will invest in a portfolio of 60 to 80 stocks
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Wesleyan: Advisers turn to smoothed funds to mitigate volatility
63% of advisers believe volatility from central bank decisions and elections could threaten returns
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Janus Henderson: Global dividends reach yearly record $1.66trn
Payouts up 5% on an underlying basis in a record year in 2023
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Axa IM appoints healthcare portfolio manager
Catherine Tennyson joins from Point 72 Asset Management
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Spring Budget 2024: Natwest share sale on track for the summer
Government will sell some of its stake in the bank to the public ‘at the earliest opportunity’
Fixed Income
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Wesleyan: Advisers turn to smoothed funds to mitigate volatility
63% of advisers believe volatility from central bank decisions and elections could threaten returns
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Are high yield investors in for a bumpy ride?
High yield bonds had a strong 2023 but the cracks are starting to show, writes FundCalibre’s Darius McDermott
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Branching Out: Aegon’s Royal Scot Nick Edwardson on handling high-pressure situations
Senior investment specialist discusses his journey from the army into financial services
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Capital Group launches multi-thematic Article 8 funds
Global equity, fixed income and multi-asset offerings will be available to European and Asian investors
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LSEG: Bond funds pull in €29.7bn in January
BlackRock, HSBC, JP Morgan among the best-selling European fund providers
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Nikko AM’s Williams: What does the future look like for sustainable bonds?
The themes that will be ‘instrumental’ in driving sustainable fixed income flows this year
Investment Trusts
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Shot Tower Capital confirms Hipgnosis valuation amid damning due diligence report
Also concludes HSF held a ‘conflicted position’ when recommending the sale of 29 catalogues to shareholders
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API shareholders reject Custodian merger
Trust will now pursue a managed wind down instead
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Co-manager of JP Morgan Indian trust steps down to take CEO role
Ayaz Ebrahim had been at its helm since July 2020
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Digital 9 shareholders back wind down proposal
99.89% of votes were in favour of closure at a general meeting
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Activist investor acquires 5% stake in Scottish Mortgage
Elliott Investment Management previously gained two board seats at Alliance Trust
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AEW Europe CEO Wilkinson: Why we took on beleaguered Home Reit
Rob Wilkinson also discusses why the UK has been the firm’s favoured European region over the last two years
Multi Asset
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Andrew Bell retires from Witan triggering management review
The £1.5bn trust will review its multi-manager strategy as Bell leaves after 14 years as CEO
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Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels
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Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
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October’s top-performing funds: Equities struggle while bonds find their footing
Gold achieved strong returns as sustainability funds struggled
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Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
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Avoiding the scrum: Columbia Threadneedle’s Adam Norris on equity market concentration
Ahead of the 2023 Rugby World Cup, the investment manager draws parallels between the tournament’s narrow pool of winners and the S&P 500
ESG
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Four views: The future of renewables
Portfolio Adviser asks this month’s panel for their outlook on investing in renewable energy
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City Hive announces Invesco partnership
Supporting the evolution of the framework with a focus on the institutional market
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Aviva bolsters responsible investment team with three hires
Phillipa Grant, Elizabeth Ortiz and Jeremy Ho join Aviva’s real assets unit
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CCLA’s Corah and Berens: Why ESG funds need to raise the bar for their investors
The firm is moving its products beyond the trend of ‘traditional green, clean and thematic funds’
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Mind Money CEO: Why women are the shining stars of asset management
Female-founded companies have increased their market share from 2.5% to 4.6% over the last decade
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SEC adopts weakened climate disclosure rule in the face of strong pushback
Rule ‘should be seen as a floor, not a ceiling’