Did investment trusts deliver enough consolidation in 2021?
Over £700m in deals produced a record year, but some say more mergers need to take place
PA Analysis
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Investor confidence plummets as Ukraine crisis heats up
‘The crawl towards reduced dependency on Russian fossil fuels needs a sharp kick up the backside’
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Eyewatering Chrysalis performance fee throws investment trust charges in the spotlight
Excluding VCTs – 96 out of 240 investment companies still charge performance fees
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UK unicorns stuck in a finance and pharma rut
That said, ‘good investors are not seeking mythical creatures, they want to support the growth of thoroughbreds’
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Asset managers struggle to retain ESG experts amid soaring salaries
Recruitment crisis for veteran ESGs firms and those new to the field
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ECB ‘falling behind the curve’ as it leaves rates and QE untouched
BoE and Federal Reserve have both begun process of tightening as inflation runs rampant
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Why the big tech rout is not over yet
But ‘there is a big difference between growth-at-any price tech and growth tech at a reasonable price’
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SJP seeks to broaden its appeal by dropping ‘exclusive’ wealth management tag
‘Wealth management is a dated term that places emphasis on the money rather than the client’
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Is 2022 the year of the toothless tiger?
‘It is a symbol of strength and bravery, traits investors need to embrace and take advantage of the attractive opportunities in Chinese equities’
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Fund managers dismiss stagnation fears as overblown
PMI measures showing very strong readings for global manufacturing activity
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Inflation uncertainty leaves central banks with a dilemma
Growth of advanced economies revised slightly lower, largely due to supply disruptions
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II praised for sticking to its knitting as it outsources buy list research
‘Clearly it makes sense to take that process outside if it’s not a natural part of the business’
