Latest Stories
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Peter Ball exits Nomura Asset Management
Ball will search for new roles after six years with Nomura
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WisdomTree launches crypto ETP tracking CoinDesk 20 index
The digital assets index is up 76.7% since launching last year as investors flocked to cryptocurrencies
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Sustainability makes headway in FE’s 2025 Alpha Manager ratings
Global managers continue to dominate ratings
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‘Cause for concern’ as UK inflation rises unexpectedly to 3%
The BoE will be trying to avoid stagflation as economic growth becomes a top priority for future rate cuts
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HSBC ups profits as business restructures
HSBC announced business restructure in October 2024
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European markets boosted by defence stocks
Stoxx 600 and Dax 40 both hit highs following the start of talks between the US and Russia over the Ukraine war
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HL: Tech and US are January top sellers despite AI market wobble
UK funds have lost popularity in the last three years, HL reports
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Calastone: Fund holding periods halve over past decade
The ‘dramatic shift’ in investor behaviour is ‘signalling a new era’ that the investment industry must adapt to
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Foresight Solar announces fee changes, succession plan and liquidity debate
Tony Roper will become chair of the trust in September this year
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UK unemployment rate holds steady at 4.4%
Marginally below the Bank of England’s forecast of 4.5%
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Invesco Asia Dragon trust merges to create £800m FTSE 250 company
The larger-scale trust hopes to give greater liquidity to wealth managers, says chairman Neil Rogan
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Morningstar: Active ETF ‘fomo’ grows among managers
Jupiter and Schroders launch active ETF products
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Saba voted down for seventh time in trust takeovers
Edinburgh Worldwide Investment Trust shareholders vote against Saba proposals
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Who are the winners (and losers) of the FTSE 100?
British Airways, NatWest and Rolls-Royce boosted the FTSE 100 to new heights, while other UK giants saw their share prices tumble
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Weekly Outlook: Miners Rio Tinto, Glencore and Antofagasta post results
Key events for wealth managers in the week beginning 17 February
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Analysis
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Square Mile’s fund selector: IA North America funds to watch
Charlie McCann, an investment research analyst at Square Mile Investment Consulting & Research, checks out the top performers and compelling newcomers
Analysis|
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Who are the winners (and losers) of the FTSE 100?
British Airways, NatWest and Rolls-Royce boosted the FTSE 100 to new heights, while other UK giants saw their share prices tumble
Analysis|
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Macro matters: German debt debate
As politicians and economists call for fiscal reform ahead of Germany’s federal election, PA asks what policy change might look like and what impact it could have for the wider eurozone market
Investment|
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Generation next with Rob Strachan: ‘Be curious’
The Evenlode analyst discusses translating life experience and a study of the ‘loose forces’ of history into a holistic investment philosophy
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How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk
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Square Mile’s fund selector: IA Global funds to watch
Ajay Vaid, a senior investment research analyst at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Investments
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Beneath the bonnet: The case for Japanese sustainability, Prada and Chipotle
Three fund managers on stocks they are excited about right now
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Auditing the index: Is the current fund benchmarking system fit for purpose?
Is it right that a group of indices used to measure the same sector will produce very different results, and the market as a whole is dominated by a handful of players?
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Fund manager profile: Barings’ Omotunde Lawal on busting myths on EM credit
Despite widespread misconceptions, the emerging corporate credit market is ‘more of a teenager than a baby’, and with that maturity has come more stability and more opportunity
Equities|
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Square Mile’s fund selector: IA North America funds to watch
Charlie McCann, an investment research analyst at Square Mile Investment Consulting & Research, checks out the top performers and compelling newcomers
Analysis|
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3 minutes -
Macro matters: German debt debate
As politicians and economists call for fiscal reform ahead of Germany’s federal election, PA asks what policy change might look like and what impact it could have for the wider eurozone market
Investment|
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Evelyn Partners books £600m net inflow as record £2.6bn comes in
Assets under management closed the year at an all-time high of £63bn
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1 minute
Funds
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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
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Property funds awarded ‘recommended’ ratings by Square Mile in November review
The TR Property Investment Trust and L&G’s Global Real Estate Dividend Index fund were highlighted
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RSMR awards three new ratings to Royal London, Dodge & Cox and L&G funds
The three fixed income funds are first-time entrants
Funds|
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Are the negative flows from UK equity funds justified?
Outflows of £666m were seen from UK equity funds during the month of September alone, according to Calastone data
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Bestinvest: Liontrust, M&G and BlackRock mandates join Best Funds list for first time
JPM UK Equity Core, Alliance Trust, SPDR MSCI ACWI ETF and Xtrackers S&P 500 Equal Weight ETF also made the grade since March 2024
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The 15% of US funds that beat the S&P 500 over the past decade
How did these 20 active funds succeed where so many others failed?
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5 minutes
PA Plus
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Fund in Five: Artemis Corporate Bond Fund
In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.
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South West Congress 2024: Interview with AXA IM’s Anna Väänänen
Speaking at South West Congress, Anna Väänänen, head of listed impact equity at AXA Investment Managers, discusses the difference between impact investing in listed and private equity, how impact investing works within listed equities and what the next steps in impact are for the asset class.
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Northern Congress 2024: Interview with First Eagle’s Bill Hench
Speaking at Northern Congress, Bill Hench, head of the small-cap team and portfolio manager at First Eagle Investments, discusses why US small-cap value is a compelling investment opportunity, what he looks for in an attractive stock and why investors should consider the First Eagle US Small Cap Opportunity fund.
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Fund in Five: T. Rowe Price US Smaller Companies Equity Portfolio
In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a “once in generation” valuation level relative to large-caps.
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South West Congress 2024: Interview with Aegon’s Colin Finlayson
Speaking at South West Congress, Colin Finlayson, investment manager at Aegon Asset Management, discusses the outlook for fixed income markets, the key risks facing bonds and the best way to take advantage of opportunities across the asset class.
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Bitesize: Why now for global small caps
In this Bitesize video, Kirsty Desson, investment director, global smaller companies at abdrn, looks at the factors driving the performance of global small caps and why now is a good time to be holding the asset class.
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1 minute