People Moves
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Dani Hristova to step down as CEO of the IIMI
To pursue other interests in the industry
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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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‘A difficult but necessary decision’: Octopus Investment to cut 21% of job roles
Decision was ‘important to make sure the business could keep up with a faster-moving world’
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Schroders hires head of client group for Europe
Patrick Schwyzer joins from UBS
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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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WTW expands wealth team with new hire
Sophia Sednaoui joins from CG Asset Management
Product
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WisdomTree bolsters defence ETF range with two new funds
The new strategies will target defence companies globally and in Asian markets
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Brown Advisory launches Global Value Select UCITS fund
Veteran Nick Kirrage will lead on the new strategy, building on the launch of the firm’s International Value Select ETF earlier this year
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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
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Rathbones launches SICAV Global Emerging Market strategy
New active equity fund will be managed by veteran EM investors Tim Love and Joaquim Nogueria, who joined the firm last year
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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
Regulation
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‘Calls to action have lacked clear proposals’: FCA defends its position on trusts
Legal defences exist that boards are not taking advantage of, according to a blog post from the regulator
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Greggs, Wizz Air and Ibstock: The most shorted UK companies
The opportunities for short sellers are more attractive now than they have been for many years, according to the research
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Industry welcomes UK government’s move to mandate ethnicity and disability pay gap reporting
Reboot has been campaigning for ethnicity pay gap reporting to be mandatory for over five years
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AIM companies graduating to the main market hits decade high
This follows reforms from the FCA to make the main market listing more appealing for AIM companies
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FCA reveals regulatory priorities for asset managers
Four key areas to focus on
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FOS reforms that ‘strike the right balance’ revealed by Treasury
Questions remain on how measures will work in practice
Companies
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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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WisdomTree bolsters defence ETF range with two new funds
The new strategies will target defence companies globally and in Asian markets
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Fidelity International: AI lifts corporate confidence near post-pandemic highs
The firm gathered insight from 122 equities and fixed income analysts
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‘A difficult but necessary decision’: Octopus Investment to cut 21% of job roles
Decision was ‘important to make sure the business could keep up with a faster-moving world’
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AI in financial services needs behavioural foundations
The focus should be on more than just outputs, writes Oxford Risk’s Greg B Davies
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Victory Capital bumps up cash portion of offer for Janus Henderson
The offer implies an unchanged valuation of $8.6bn
Macro
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Fidelity International: AI lifts corporate confidence near post-pandemic highs
The firm gathered insight from 122 equities and fixed income analysts
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‘Fragile’ UK GDP data spells ‘uncomfortable trade-off’ for Bank of England
UK GDP growth for Q4 2025 came in unchanged at 0.1%
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UK inflation lands at 3% in February as war in Iran looms
However, experts noted these statistics were already out of date because they did not account for the war in Iran
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UK interest rates held in line with market expectations
Cooling wage growth and events in the Middle East have ‘hamstrung’ the Bank of England
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‘Really tough’ job market persists as wage growth slips
Unemployment stays at 5.2%
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Federal Reserve holds rates as volatility in the Middle East surges
The decision to hold rates at 3.5% – 3.75% was expected by the market
Videos
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Trust Talk: The AIC’s Richard Stone on activism, engagement and the Saba saga
First episode of a new PA video series
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Interview with Mark Burridge, managing partner and fund manager at Baker Steel Capital Managers
Will miners be able to meet the historic demand forecasts critical for the green energy transition?
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Q&A with Randeep Somel, deputy fund manager at M&G Investments
How do the M&G Sustain team align their portfolios to the Paris Agreement?
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Portfolio insights: Video interview with Dale Nicholls
Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024
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Portfolio insights: Video interview with Marcel Stotzel
Fidelity International manager on what he will be looking out for as we head into 2024
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Video: Marco Lenfers, Vontobel Asset Management on decarbonisation
Metrics in impact investing provide the yardsticks for change.
