Alternatives
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Federated Hermes launches second private equity innovation fund
Follows the original fund launched in 2020
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Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’
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Trium launches multi-strategy alternatives fund
Aims to allocate capital across ten alternative strategies, including long/short and systematic equity
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Real estate stock exchange IPSX to close after four years
Its three listings are considering alternatives
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Waverton: Why we have our lowest credit allocation since the global financial crisis
While the wealth manager sees value in gilts for the first time in years
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Hargreaves Lansdown: Money market funds attract retail investors in July
Royal London and Abrdn money market funds among the most bought
Equities
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GAM Star Credit Opportunities placed under review by Interactive Investor Super 60
Due to uncertainty over the Swiss asset manager’s future
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Premier Miton’s Rayner: Oil price rise complicating inflation battle
The Fed’s job of squeezing inflation down to 2% recently became harder
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Tillit adds EdenTree, Fidelity and Schroder value funds to its platform
Alongside Sanlam Global Artificial Intelligence
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Q&A with BlackRock’s Stefan Gries: A ‘capex renaissance’ and the appeal of Danish companies
We quizzed Gries on his path to managing an investment trust, the trust’s strategy and the trends he is targeting
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Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’
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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
Fixed Income
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‘Even three years ago we couldn’t launch it’: Asset managers explain why now for green bond funds
Issuance, regulatory support and hopes for an end to rising interest rates are fostering a helpful environment, writes Laura Miller
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GAM Star Credit Opportunities placed under review by Interactive Investor Super 60
Due to uncertainty over the Swiss asset manager’s future
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Premier Miton’s Rayner: Oil price rise complicating inflation battle
The Fed’s job of squeezing inflation down to 2% recently became harder
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Nomura launches US high yield bond strategy
Nomura Funds Ireland – US High Yield Bond Continuum Fund will be managed by Steve Kotsen
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Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’
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Why would investors look beyond a 5.67% gilt yield?
The high gilt yields on offer should not lead investors to neglect other parts of the fixed income market
Investment Trusts
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Ediston Property shareholders approve £200m portfolio sale
Board now seeking approval to wind up trust
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Round Hill Music announces timeline for £375m takeover
Agreement for sale to US-based Concord was announced on 8 September
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Jefferies: Hipgnosis shareholders could vote against portfolio sale
The trust’s shares are down 12% since the announcement last Thursday
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GCP trust merger scrapped after shareholders raise concerns
The plan was for GABI to be wound up and its assets transferred to GCP Infra
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Nick Train on Diageo’s mission to take tequila around the world
Finsbury Growth & Income manager said the holding’s ‘blue-sky’ goals are achievable despite recent share price slump
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Numis: AI frenzy ‘subsides’ as retail investors flock to ‘usual suspect’ investment trusts in August
Scottish Mortgage, City of London and F&C dominate platform buylists
Multi Asset
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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
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BNY Mellon Real Return Fund
An unconstrained multi asset fund managed by an experienced and well regarded team. Watch the Taking Factsheet for the BNY Mellon Real Return Fund with Jake Moeller, Investment Research Consultant.
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Tatton IM rolls out money market portfolios in MPS
Following feedback from financial advisers
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Evelyn Partners ousts Fidelity fund and Asia Dragon trust in MPS rebalance
Changes come as part of latest rebalance of its portfolios
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Investors expect double-digit returns amid market turbulence
Brits are the most optimistic, Natixis global survey reveals
ESG
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‘Even three years ago we couldn’t launch it’: Asset managers explain why now for green bond funds
Issuance, regulatory support and hopes for an end to rising interest rates are fostering a helpful environment, writes Laura Miller
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SFDR Articles 8 and 9 may ‘disappear altogether’ as consultation launches
European Commission says there may be ‘demand for establishing sustainability product categories’
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Robeco launches Article 9 climate global high-yield bond fund
High yield sector traditionally tends to have a higher carbon footprint
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Quilter Cheviot rolls out investment management internships
University degrees were not a requirement for the programme
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AB’s Roarty and Ruegsegger: Energy addiction is AI’s next big challenge
AI requires massive computational power to train models
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Fidelity International expands fund range with Article 9 strategies
Fidelity’s Sustainable range of funds totals 59 strategies and $36.6bn