Retail investors overtake institutions as largest trust owners
Retail buyers now own 36% of shares as the ‘steady holders of investment trusts’ dropped their allocations to the sector
News
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Artemis takes over Invesco UK Smaller Companies trust
Mark Niznik and Will Tamworth to manage strategy for Artemis
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Morningstar spotlights five women leading the fund management industry
Two managers from Schroders gain recognition
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Weekly Outlook: Persimmon and L&G full-year results
Key events for wealth managers in the week beginning 10 March
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Franklin Templeton to make newly-acquired Putnam funds available in UK
The Boston-based firm – which was bought for $925m last year – manages $121bn in assets under management across 27 strategies
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ECB delivers second interest rate cut of 2025
25 bps cut announced amid fiscal stimulus in Germany and US tariff fears
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Will a Ukraine ceasefire boost or burden Europe?
Europe has rallied at the prospect of a ceasefire, but the subsequent costs on Ukraine’s neighbours could prove to be yet another headwind
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IA: Investors pull £3bn from funds in January
Uncertainty over Trump’s policies in the future path of interest rates contributed to the outflows, according to the IA
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Schroders announces £150m annual cost savings target in strategic shift
New three year targets announced in Richard Oldfield’s first results since taking over as CEO last November
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Global dividend growth expected to slow after 6.6% jump in 2024
Global payouts hit $1.75trn in 2024, according to Janus Henderson’s Global Dividend Monitor
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Impax cuts 30 jobs to ‘neutralise loss’ of £5bn SJP mandate
The firm cuts 10% of its headcount to make savings of £11m after it lost SJP sustainable mandate
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EQ Investors recruits Alistair Yeoman as BDM
EQ has also promoted Tertius Bonnin to co-portfolio manager of its suite of sustainable funds