Confluence: Flexible retail disclosure has positives, but CCI framework comes with ‘dangerous quirk’
Confluence senior product manager Lewis Davison explores some of the nuances around the FCA’s new retail disclosure framework
News
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Sparrows Capital makes double BDM hire
Paul Fox and Michelle Liseli join
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Janus Henderson: UK investors up home bias in rotation away from US equities
Investors dropped their US exposure ‘well below the global average’ and retreated to UK equities as global market volatility mounts
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Alpha Growth to delist from LSE after lack of investor interest
Increasing size constraints on small-cap strategies and changes to FCA listing rules have made being public unfeasible
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Gold passes $3,000 for first time – can it keep climbing?
Market uncertainty is pushing gold to new highs, with elevated investor demand ‘likely to persist’
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Franklin Templeton brings Putnam US Large Cap Value Equity strategy to UK market
Franklin Templeton acquired Putnam Investments last year
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FCA bans Crispin Odey from financial services industry
Crispin Odey has been fined £1.8m for a ‘lack of integrity’
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Nikko AM appoints CIO to replace outgoing head
Mark Stoeckle is to take over from Hiroshi Yoh, who will leave after over two year at the firm to ‘pursue his personal ventures’
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Weekly Outlook: Fed, BoJ and Bank of England central bank decisions
Key events for wealth managers in the week beginning 17 March
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Eldridge launches fixed income active ETF for European investors
Eldridge ETF to be managed by Tarek Barbar
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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
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Hargreaves Lansdown more than doubles its VCT partnerships
These firms bring an additional nine VCTs to its offering