Latest Stories
-
Investment
Invesco re-launches Global Equity Income Trust
Following approval to consolidate the Invesco Select Trust’s four share classes into a single portfolio
-
PA Analysis
Will ‘value up’ governance reforms address the ‘Korea discount’?
Korea is following in Japan’s footsteps in implementing governance reform
-
Investment
74% of UK investors race to buy bonds ahead of rate cuts
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
-
News
Nordea AM launches two Article 9 bond funds
Labelled bond market continues to grow across Europe
-
-
PA Analysis
Is the landscape finally changing for commodities?
Decarbonisation and geopolitics are changing patterns in commodity markets
-
News
HSBC AM head of World Selection funds exits
Kate Morrissey will be succeeded by portfolio manager Nicholas McLoughlin
-
Uncategorised
Dan Nickols to retire: Will it be ‘business as usual’ for investors?
Fund selectors debate whether the strategy will change, and whether Jupiter has a ‘small-cap problem’
-
Investment
Real estate associations back tax rules for Reserved Investor fund structure
Reserved Investor Fund is expected to be available later this year
-
Investment
Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
-
Investment
Henderson European trusts amend merger agreement following third-party bid
Changes include a reduction in second-tier management fees and a cost contribution from Janus Henderson
-
News
‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
-
News
Evelyn Partners grows operating profit while net flows slow
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
-
News
Could strong wage growth deter a summer rate cut?
The 2% uptick in real earnings ‘will be of concern to the Bank of England’
-
Investment
The AIC expands pool of research available to investors
Research from Edison Group, Hardman & Co, Kepler and QuotedData will be accessible on the AIC website
Analysis
-
PA Analysis
Will ‘value up’ governance reforms address the ‘Korea discount’?
Korea is following in Japan’s footsteps in implementing governance reform
-
PA Analysis
Is the landscape finally changing for commodities?
Decarbonisation and geopolitics are changing patterns in commodity markets
-
Uncategorised
Dan Nickols to retire: Will it be ‘business as usual’ for investors?
Fund selectors debate whether the strategy will change, and whether Jupiter has a ‘small-cap problem’
-
News
‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
-
PA Analysis
UK companies find new suitor in private equity (and themselves)
Private equity snaps up UK companies as valuations remain low
-
PA Analysis
How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny, writes Cherry Reynard
Investments
-
Investment
Investment trusts: How to spot a golden goose
With most trusts permanently trading at a discount, how can investors identify a good egg from a bad one?
-
Investment
Henderson European trusts amend merger agreement following third-party bid
Changes include a reduction in second-tier management fees and a cost contribution from Janus Henderson
-
Investment
(Another) new dawn in Japan?
With Japanese equities performing well over the past decade, managers argue it is unfair to suggest the country’s previous ‘new dawns’ didn’t play out
-
Opinion
Edison Group founder: Decline of the London Stock Exchange is ‘not inevitable’
Fraser Thorne believes London must ‘learn to blow its own trumpet’ to be competitive
-
Investment
Beneath the bonnet: The case for Rollins, JOHCM and Gym Group
Three fund managers share stocks that are making a difference
-
Investment
Fund manager profile: Man GLG’s Mike Scott on riding high in high yield
The manager of the Man GLG High Yield Opportunities fund on how he’s built a track record of delivering stable performance in the volatility prone high-yield sector
Funds
-
Funds
LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
-
Funds
RSMR cuts ratings for six funds in March review
The Abrdn Asia Pacific Equity and Baillie Gifford Global Discovery funds had ratings stripped over performance concerns
-
Funds
Lipper report: European investors ditch active funds for ETFs
Exchange-traded funds received €16bn in February whilst mutual funds lost €5.9bn
-
News
Fundsmith Equity and Lindsell Train portfolio dropped from Bestinvest’s Best Funds list
Bi-annual report comprises 122 funds in total
-
Funds
Morningstar: Appetite for equities and fixed income continues in February
According to EU Fund Flows report
-
Funds
Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
PA Plus
-
PA Plus
Interview with Christopher Rossbach, J. Stern & Co
Christopher Rossbach, manager of the J. Stern & Co World Stars Global Equity fund, discusses his outlook, fund positioning, and what investing for the long term genuinely means.
-
PA Plus
Meet the asset allocators: Chris Metcalfe, IBOSS
Chris Metcalfe, chief investment officer at Iboss, discusses what he feels are exaggerated claims about the demise of 60/40 investing, why he believes advisers are unsung heroes and the career path he nearly took.
-
PA Plus
Interview with Ben Guest
Ben Guest, manager of the Gresham House Storage Energy Fund, discusses the performance issues the sector is undergoing and the outlook going forward.
-
PA Plus
Gravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure
Bill MacLeod, managing director at Gravis, explains why cost disclosure regulation for investment trusts needs an overhaul
-
PA Plus
Interview with Haig Bathgate
Haig Bathgate, head of investments at atomos, discusses what sets atomos apart from other DFMs, the power of their partnership with WTW (Willis Towers Watson) and the process behind the VAM multi-asset funds.
-
PA Plus
The Diversifiers: Richard Sem, Pantheon Infrastructure
In the latest part of the PA+ Diversifiers series, Richard Sem, head of Europe, Pantheon Global Infrastructure and portfolio manager of Pantheon Infrastructure, looks at the role the asset class can play in these current uncertain macroeconomic times.
Events
-
PA presents the Watchlist
23 May 2024The Soho Hotel, London -
PA Fixed Income
19 September 2024Pan Pacific London -
PA Channel Islands
19 September 2024Radisson Blu Waterfront, Jersey -
PA Autumn Congress
25 September 2024South Lodge Hotel, Horsham -
PA Alternatives
3 October 2024Pan Pacific London -
PA Northern Congress
10 October 2024DoubleTree by Hilton Leeds City Centre
Magazines
-
May 2024
Crash test: Industry calls for FCA consultation amid trust test-taking debate
-
April 2024
(Another) new dawn in Japan? Why asset managers, fund selectors and CIOs believe it really is different this time
-
March 2024
On the month of International Women’s Day, how can we keep the momentum going towards gender parity?
-
February 2024
This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the beginning of 2020, and by 30.9% over…
-
January 2024
For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the cap spectrum, with the MSCI United Kingdom…
-
December 2023
This month’s cover story raises the question of whether platforms should prevent investors from buying into certain funds or trusts, if they deem them not to provide fair value or to put consumers’ capital at unreasonable levels of risk. While the topic is controversial, with strong opinions on either side of the debate, it highlights…
-
November 2023
This month’s cover story is focused on fund manager turnover in the industry. What has sparked the recent spate of fund manager departures, how can a firm best execute and communicate a change in personnel and – most importantly for DFMs and fund selectors – what will the future cohort of managers look like? Portfolio…
-
October 2023
As outlined in this month’s cover story, returning to work after an extended career break can be challenging for anybody – not just those working in asset management. However, there is one particular nuance of this sector which others don’t necessarily come up against – a performance track record. Funds are often selected for their…
-
September 2023
It is very difficult to talk about the IA Targeted Absolute Return (TAR) sector without referencing the oncemighty Abrdn Global Absolute Return Strategies Fund (or Gars, to most) which, at various points over the years, has accounted for almost a third of the sector’s total assets. A few weeks ago, it hit the headlines that…