Latest Stories
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PISCES private asset exchange gets FCA go-ahead
New exchange to launch later this year
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Investment Association names first ever head of private markets
New role created to recognise the ‘increasing importance’ of private markets within the industry
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HSBC veteran announced as Quilter Cheviot CEO
Andrew McGlone pursuing fresh opportunities after over 30 years with firm
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Dewi John: The seesaw of outrageous fortune
It has been a bumpy ride for global fund flows so far this year
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Mercer acquires Fundhouse
As the firm seeks to build its UK wealth management presence
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Tatton AM sees record £3.7bn inflows
AUM also increased by 24%
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Jupiter onboards GAM European equity team
As part of Jupiter’s efforts to scale up in ‘strategic areas’
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Gen Invest initiative launches to support young investment professionals
Founded and chaired by Guinness Global Investors client services lead Iona Frisby
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US ETFs return to net inflows
UCITS ETF flows for US-focused funds turned positive in May for the first time in three months
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Weekly Outlook: Bellway and Tesco report
Key events for wealth managers in the week beginning 9 June
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Investors urge companies to recommit to diversity and inclusion
Includes Rathbones Investment Management, Sarasin & Partners, Scottish Widows and NEST
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ECB delivers seventh consecutive interest rate cut
Interest rates were reduced 25bps to 2% as the bank casts an eye to economic growth
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UBP’s chief bond strategist: Growth slowdown could be fixed income ‘sweet spot’
Mo Kazmi discusses reasons to be positive for fixed income despite jittery government bond markets
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Calastone: UK investors back European equities in cautious May
US fund inflows were at their second-lowest level since 2023, while European equities enjoyed their strongest month in a year
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Fidelity International to launch custom funds for Flying Colours
Two OEICs will be exclusive to Flying Colours Advice clients
Analysis
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As defence ETFs launch, where do niche funds fit into portfolios?
Investors discuss asset allocation after a spate of defence ETF launches
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Enhanced passive funds break the mould
Asset managers have reported significant inflows into enhanced passive offerings
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Fund manager profile: Rathbones’ Carl Stick on going the distance
Why he’s still excited to manage his income fund 25 years into his tenure, and how he uses long-distance running to gain perspective on both his life and career
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Materiality risk: Call for corporate executive pay to be linked to sustainability goals
Report shows that more than a quarter of companies have no link at all between sustainability and executive pay
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Asset managers’ responsible investment progress ‘stagnating’
ShareAction set 20 attainable standards for asset managers, but 87% of the managers didn’t meet half of them
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Security matters as hackers hit retailers where it hurts
How are fund managers viewing recent cyber attacks on retailers such as Co-op and M&S?
Investments
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PISCES private asset exchange gets FCA go-ahead
New exchange to launch later this year
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‘Slowdown well and truly underway,’ jobs data shows
In the three months to April, unemployment rose to 4.6%, a three-year high
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Dewi John: The seesaw of outrageous fortune
It has been a bumpy ride for global fund flows so far this year
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Royal London’s Lowson: ‘Expect to see an exodus from AIM over the next year’
Small-cap managers anticipate a mass delisting from the Alternative Investment Market as tax relief is cut, but should those companies exiting ‘be careful what they wish for’?
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IA reports strongest fund flows of year in April amid tariff turmoil
Inflows of £1.1bn were recorded in the month, almost double March’s £519m
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Four views: Japan in bloom
Portfolio Adviser asks experts for their prospects for the region moving forward
Funds
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Matt Bennison appointed co-manager of Schroder Income Growth fund
Alongside Sue Noffke, while fees cut and volatility reduction measures announced
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The US funds that lost the most from Trump’s tariffs
Only three US equity funds avoided losses in the week following, with small and mid-cap strategies being the worst hit
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The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
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Square Mile backs sustainable bond funds in new batch of re-ratings
Goldman Sachs Sovereign Green Bond and TwentyFour Sustainable Short Term Bond Income were stamped with a seal of approval
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Spot the Dog: Number of underperforming mega funds on the rise
Fifteen funds worth over £1bn each accounted for 59.6% of the assets of all funds that underperformed over the past three years
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The best performing funds of 2024
Funds investing in US tech topped the charts in 2024, but some more specialist portfolios also delivered outsized returns
PA TV
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Back of the NAV Season 2: Episode 20
With the season over, the BotNAV co-managers crown the first ever champion of the Back of the Network league and reflect on a difficult second season for the portfolio.
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Interview with Blake Crawford, J.P. Morgan Asset Management
JPM Europe Dynamic (ex-UK) fund portfolio manager Blake Crawford discusses how macroeconomic factors, including German fiscal spending, are boosting the investment case for European equities.
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Back of the NAV Season 2: Episode 19
With two weeks left to go of the season, the BotNAV co-managers welcome back guest Chelsea Financial Services and FundCalibre MD Darius McDermott, and report themselves to the FCA for a portfolio mishap.
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Trust Talk with Charlotte Cuthbertson, co-manager, MIGO Opportunities Trust
With the average investment trust trading at a double-digit discount, MIGO Opportunities Trust co-manager Charlotte Cuthbertson discusses how she weighs up whether a trust represents an opportunity or a value trap
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View from the top: Kiran Nandra, Jupiter Asset Management
Jupiter Asset Management’s head of equities Kiran Nandra on how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients.
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Spring Congress 2025: Interview with Nick Dumas-Williams
Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.
Events
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PA Live Channel Islands
17 September 2025Radisson Blu Waterfront, Jersey -
PA Autumn Congress
24 September 2025South Lodge Hotel, Horsham -
PA Live Innovation
9 October 2025Central London -
PA Live Dublin
16 October 2025Radisson Blu Royal, Dublin -
Beyond Finance Awards
31 October 2025 -
PA Live Regional Equities
6 November 2025Central London