Has the alternative income story run its course?
Scarcity of yield has caused a lot of capital to chase relatively few assets and left valuations stretched
PA Analysis
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Active holds back passive deluge as reopening trade gives managers chance to shine
Thematic ETFs are proving popular but reopening trade is seen as an opportunity for active management
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Investors cling to US ‘comfort blanket’ despite equity outflows
Investment Association data shows US equities witnessed net outflows of £1.6bn in Q1
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Investors sceptical FCA LTAF proposal is the panacea for property fund liquidity mismatch
‘It is the investing behaviours that need to change more so than the investment structure’
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Fiercely burning or slowly simmering? US and Europe’s contrasting economic recoveries
US economy is recovering rapidly while Europe is taking longer, but what does that mean for investors?
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Can investing for income really be ESG-friendly?
‘Dividends tend to come from more mature (browner) companies and industry groups’
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UK investors turn bullish on ‘big four’ banks after bumper earnings
Though tailwinds are strong for now there are worries ‘markets have moved well ahead of the economic reality’
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Fund buyers wary as number of funds repurposed as ESG continues to rise
‘If you simply change nothing and just stick the sustainable badge on, you’re going to face a lot of questions’
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Has the UK equity income ‘dash for trash’ run its course?
Although the majority have done well, not every UK equity income fund has benefitted equally
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What’s in a name: How will Standard Life Aberdeen fare under ‘Abrdn’ moniker?
Ninety One has held up despite a radical rebrand in the middle of the Covid crisis
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Investors’ options looking increasingly squeezed as global stock markets catch-up to the US
Stockpickers still putting their chips on a cyclical recovery but ‘a lot is already priced in and a pause may be warranted’
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Why the S&P 500 is still treading water despite strong company results
An astonishing earnings season for US corporates has not had much impact on share prices
