Latest Stories
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Companies
FCA issues warning notice to Crispin Odey
Regulator has accused the former hedge fund boss of a ‘lack of integrity’ in handling Odey Asset Management’s governance
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Investment
What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’
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News
bfinance: Just 4% of asset managers majority-owned by ethnic minorities
78% of investor clients call manager diversity “irrelevant” in selection
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News
Eurozone inflation ticks up to 2%
European inflation accelerated quicker than expected from the 1.7% recorded in September
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News
Columbia Threadneedle brings UK small-cap team under pan-European small-cap umbrella
Responsible Investment research team absorbed into Global Fundamental Research team
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News
Payden & Rygel launches investment grade corporate bond fund
Fund registered as Article 8 under SFDR
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News
FCA’s call for input post-Consumer Duty nears deadline
Industry commentators have welcomed the FCA’s desire to seek feedback on how it can simplify retail conduct rules and guidance
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News
Autumn Budget 2024: Ten key takeaways
Autumn Budget brings changes to capital gains tax, employer’s National Insurance and debt policy restructure
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News
Autumn Budget 2024: ‘Unlocking the growth industries of the future’
More details have been revealed about the government’s ‘modern industrial strategy’
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News
Autumn Budget 2024: Chancellor extends IHT threshold freeze to 2030
Reeves also announced a new 20% IHT rate on AIM-traded shares
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News
Autumn Budget 2024: Minimum wage increases 6.7% to £12.21 an hour
Pro-worker policies announced by the Rachel Reeves today could be ‘a burden on business’, industry warns
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News
Autumn Budget 2024: Domicile status to be removed from tax system in 2025
Chancellor Rachel Reeves labelled non-dom status as an ‘outdated concept’
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News
Autumn Budget 2024: AIM company fears ‘overblown’ as 20% inheritance tax applied to junior market
London’s alternative investment market now only sees a 50% relief from IHT applied to its constituents
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News
Autumn Budget 2024: Reeves restructures debt, with borrowing spending focused on investment projects
Changes measure to percentage of GDP
Fixed Income Insight Centre
Sponsored by
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What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’
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Partner Content by Fidelity International
Labour’s first budget – Potential Truss 2.0 or benign for markets?
With the new Labour Chancellor Rachel Reeves’s first post-election budget fast approaching, there has been some speculation that recent increases in Gilt yields over the past month could be indicative of investors anticipating a ‘Truss 2.0’ budget fiasco
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Partner Content by Fidelity International
From cash to corporate bonds
Investors have piled into cash and money market funds following the meteoric rise in rates from 2022
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Fidelity Sterling Corporate Bond Fund
In this Fund in Five, Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why falling interest rates, and an attractive starting level of yield, are increasing the investment case for the asset class
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Square Mile: Are falling US interest rates the panacea for bond funds?
The research team said looser monetary policy represents ‘a turning point’ for the asset class, but warns investors to ‘stay vigilant’
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Fidelity Short Dated Corporate Bond Fund
In this Fund in Five, Kris Atkinson, lead manager of the Fidelity Short Dated Corporate Bond Fund, discusses the factors in the market which are boosting the appeal for the asset class
Analysis
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Investment
Are platforms hampering the investment trust cost disclosure victory?
The likes of Hargreaves Lansdown are continuing to require the MiFID template from investment companies
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PA Analysis
Women could add $3.22trn to markets in ‘wealth boom’ – if the industry wasn’t complacent
Female investors could up financial service revenues by $700bn, but wealth managers are overlooking this untapped demographic
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PA Analysis
Is the ECB ‘behind the curve’ with ‘hesitant’ interest rate cut?
Investors will likely ‘remain in the dark before each upcoming meeting’ until the end of the year, according to experts
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PA Analysis
Are fixed income funds the panacea, or are they too expensive?
Concerns have begun to emerge on valuation grounds, write Cherry Reynard
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PA Analysis
As Australia phases out AT1s, what does the future hold for the wider market?
Despite Australia’s decision to abolish AT1s and the fallout of the Credit Suisse wipeout, the asset class has performed well this year
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PA Analysis
CCLA’s Dame Sara Thornton: Forced labour is ‘a feature of the system’ in the UK
Weak legislation has turned the UK into ‘a dumping ground’ for slavery-linked goods and services
Investments
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Investment
Hidden gems: Five below-radar funds in the global EM sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Investment
Beneath the bonnet: The case for Yihai International, Jollyes and EM healthcare
Three fund managers on stocks that are whetting their appetite
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Investment
Three ways asset allocators are buying bond funds
Spokespeople from IBOSS, Square Mile and One Four Nine give their thoughts on fixed income
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Investment
Kernow’s Alyx Wood: ‘The UK equity winter has ended’
Wood talks UK equities, the Autumn budget, and Kernow’s five-year anniversary
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Investment
Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
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News
‘Bittersweet’ 4.1% state pension rise confirmed as inflation dips
Payments to increase from £169.50 to £176.45, or £9,175.40 a year
Funds
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Investment
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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Funds
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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PA Analysis
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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Funds
Ninety One Diversified Income promoted to Hargreaves Wealth List
The £845m fund is a good option for ‘cautious investors looking for an alternative to cash as rates fall’
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Funds
Peter Rutter’s new firm loses key mandate
Ironbark withdrew two fund mandates that Rutter took with him from RLAM
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Funds
Franklin Templeton to overhaul ailing Japan equity fund in value assessment report
FTF Martin Currie UK Opportunities fund could also merge into the FTF Martin Currie UK Rising Dividends fund
PA Plus
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PA Plus
CCLA: Looking beyond the metrics
For sustainable funds to make a genuine difference, CCLA’s James Corah argues they need to look beyond relying on certain metrics.
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PA Plus
Baker Steel: Gold rally shows no signs of slowing
Gold prices continue to go from strength to strength, yet investors looking for the greatest returns should look to the miners themselves, says Baker Steel’s Cosmo Sturge.
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PA Plus
Fund in Five: Royal London Global Sustainable Equity Fund
In this fund in five, George Crowdy, co-manager of the Royal London Sustainable Equity fund, discusses the wider investment universe the portfolio can invest in.
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PA Plus
Maintaining a strategic allocation to real assets
Watch Michelle Butler of Cohen & Steers discuss the firm’s global macroeconomic outlook and opportunities in real assets.
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PA Plus
Fund in Five: Artemis Short-Duration Strategic Bond Fund
In this Fund in Five, Stephen Snowden, Fund Manager and Head of Fixed Income, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative.
Events
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PA Dublin
7 November 2024The College Green Hotel, Dublin -
PA Southwest Congress
14 November 2024The Manor House, Chippenham -
PA Fixed Income
6 February 2025Pan Pacific, London -
PA Emerging Markets
6 March 2025Pan Pacific London -
PA Channel Islands
13 March 2025Radisson Blu Waterfront, Jersey -
PA Nordics
13 March 2025The Thief, Oslo
Magazines
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October 2024
With less than a month before the 5 November polling date, a question mark hangs over the continued dominance of US equities
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September 2024
Are bumper fees and regulatory hurdles deterring retail investors from taking the leap into private markets?
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June 2024
Amid the tough operating environment for smaller asset managers, a swathe of new firms are coming to market.
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May 2024
Crash test: Industry calls for FCA consultation amid trust test-taking debate
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April 2024
(Another) new dawn in Japan? Why asset managers, fund selectors and CIOs believe it really is different this time
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March 2024
On the month of International Women’s Day, how can we keep the momentum going towards gender parity?
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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…
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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…
