Alternatives
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A year on from ‘Liberation Day’: Where do we stand now?
Experts examine how markets have performed a year on from Trump’s sweeping declaration of tariffs
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Scottish Widows: Retail investors stay bullish despite global uncertainty
The firm’s inaugural investment pulse survey found over half of investors expected to outperform over the next 12 months
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Fairview’s Yearsley: Has gold’s allure disappeared as the Iran war rages?
The yellow metal has fluctuated while oil and energy have surged
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Return of the oil bulls after the Hormuz supply shock
After years of being considered ‘unfashionable’ oil is now very much at the forefront of investors’ minds
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Fund Manager Diary: Jags Walia
A week in the life of Jags Walia, head of the Kempen Global Listed Infrastructure fund, week commencing 16 February
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Schroders and LondonMetric make tentative offer for fellow real estate investment trust
Picton shareholders will receive new shares in both LondonMetric and Schroder Real Estate Investment Trust
Equities
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IA: Inflows jump to £2.4bn as active funds beat trackers
Highest level since May 2025
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Fund manager diary: Wai Lee
A week in the life of Wai Lee, manager of the Global Equity Enhanced Income fund at Allspring Global Investments, week commencing 16 March
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Schroders’ Adler: The most important word in investment is ‘no’
The veteran investor explains why he turns down most stocks he looks at in pursuit of the ‘rubies in the rubble’
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The equity funds doubling your money with low volatility
Seven funds from non-US sectors balanced strong returns with consistency over the past half a decade
Fixed Income
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IA: Inflows jump to £2.4bn as active funds beat trackers
Highest level since May 2025
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A year on from ‘Liberation Day’: Where do we stand now?
Experts examine how markets have performed a year on from Trump’s sweeping declaration of tariffs
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Scottish Widows: Retail investors stay bullish despite global uncertainty
The firm’s inaugural investment pulse survey found over half of investors expected to outperform over the next 12 months
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Fairview’s Yearsley: Has gold’s allure disappeared as the Iran war rages?
The yellow metal has fluctuated while oil and energy have surged
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Candriam assets climb as fixed income funds drive inflows
A year of ‘solid progress’
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Aberdeen Investments launches Global Enhanced Yield fund
The SICAV is SFDR Article 8 compliant
Investment Trusts
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AIC proposes changes to FCA listing rules to address ‘conflicts of interest’
The trust body has pushed for the FCA to consider three amendments to the listing rules.
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BlackRock European Trust appoints new portfolio manager
Current manager Stefan Gries will step back with immediate effect due to ‘health reasons’, according to the firm
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Saba publishes new proposal to counter EWI’s tender offer
The firm has also published an open letter accusing EWI’s board of adopting a ‘take the ball home’ strategy
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Baillie Gifford appoints new manager to underperforming European Growth Trust
Joe Faraday will replace the current managers starting in April
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Schroders and LondonMetric make tentative offer for fellow real estate investment trust
Picton shareholders will receive new shares in both LondonMetric and Schroder Real Estate Investment Trust
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AEW UK REIT considers acquiring alternative income property trust
AEW UK has made an indicative offer for Alternative Income Real Estate’s share capital
Multi Asset
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‘There is no alternative to the dollar’: Experts debate the outlook for the world’s reserve currency
Analysts present constructive and bearish arguments for the dollar this year
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F&C’s Niven: ‘Europe rallied based on hope’
Multi-asset managers explain why the recent geopolitical conflict could challenge European equities
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Nedgroup’s Burdett: European and EM equities will benefit from ruling on Trump’s tariffs
Ruling signals a more constructive path forward
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Artemis and Brickwood value managers make surprise market call
The managers say US value stocks look exciting
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Julius Baer launches MPS
Hired Gareth Johnson to build MPS team for active and passive ranges
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Vanguard teams up with Wellington to launch MPS
Five model portfolios investing across active and index funds including third-party mandates
ESG
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Nomura AM hires CTI’s sustainable equity fund manager
Nick Henderson has 17 years’ experience running responsible investment strategies.
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250 asset managers reaffirm commitment to NZAM
But BlackRock, Vanguard, J.P. Morgan Asset Management and Baillie Gifford remain absent from signatory list as initiative relaunches
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Defence: Fund picks for the bulls and the bears
Portfolio Adviser asks industry experts for their top funds growing defence positions, and those that rule it out completely
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EdenTree renames fund range
All funds have adopted SDR labels
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Quilter: 43% of investors unsure if they own a responsible fund
This is despite 73% of customers being concerned about climate change
