Latest Stories
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News
Weekly Outlook: Telecom Plus and EasyJet results
Key events for wealth managers in the week beginning 25 November
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News
Impax Environmental Markets receives Sustainability Impact label
The label will come into effect on the 27 November
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News
Global climate funds on brink of first year of outflows on record
Global climate assets up 6% in first nine months of 2024
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Investment
MPS: Smaller-value clients face restricted access
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
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Investment
Janus Henderson: Global dividends reach $431.1bn in Q3
88% of companies globally either raised payouts or maintained their level
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News
Investment firms broaden demographics data collection to foster an inclusive culture
Number of women in the industry increases but female representation in the 50-64 age bracket declined, according to inclusion report
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News
PIMFA appoints two to board of directors
Quilter Cheviot’s Andy McGlone and Evelyn Partners’s Charley Davies join the board
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News
European-domiciled long term funds attract €62.6bn for October
Active equity and fixed income funds saw positive inflows for the month
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Companies
Liontrust to cut 25 jobs as profits dip
Liontrust will launch £4.5m in cost-saving measures over the coming months
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Investment
Edinburgh Worldwide to undergo restructure following poor performance
Baillie Gifford is to change the £630m trust’s investment policy after its share price halved in three years
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News
Quilter Monthly Income adds EMD amid allocation changes
Fund range has split its fixed income exposure into four, rather than using a single broad index
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News
Neuberger Berman hires ex-Schroders global fixed income head
Paul Grainger joins Neuberger Berman after departing Schroders last year
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News
BNP Paribas launches sustainable forestry fund
BNP Paribas launches sustainable forestry fund alongside International Woodland Company
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Companies
Former Montanaro business development head launches distribution firm
Tom Norman-Butler spent 15 years at Montanaro before launching Beechtree Capital
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Companies
Ninety One acquires Sanlam Investment Management
It will take over management of its £17bn in assets under management
Fixed Income Insight Centre
Sponsored by
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Partner Content by Fidelity International
Navigating bond markets in a volatile post-election market
Rates decision-making just got more difficult, we play for lower yields and steeper curves
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Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year
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Partner Content by Fidelity International
It’s time to lock in these yields… while you still can
With interest rates falling, and there are almost certainly more to go, we think the time is right to be leaning long in interest rate risk
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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
From cash to corporate bonds
Investors have piled into cash and money market funds following the meteoric rise in rates from 2022
Analysis
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PA Analysis
Will Trump’s return to the White House derail the green agenda?
The iShares Clean Energy ETF, a barometer for sentiment in the sector, has already dropped over 10% since former president’s re-election
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Investment
Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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Investment
Demystifying credit: CVC Income & Growth’s Pieter Staelens on asset class misperceptions
Pieter Staelens discussses why investors still have misperceptions around credit following the GFC
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PA Analysis
How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
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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
Investments
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Investment
MPS: Smaller-value clients face restricted access
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
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Investment
Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the Tokyo Stock Exchange is determined to cull the dead wood
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Investment
Macro matters: India’s tax glitch
Despite offering exciting opportunities, foreign investors may not be aware that a percentage of their return is subject to local capital gains tax
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Investment
Carne Group: Asset managers expect ‘significant increase’ to margin pressure over next two years
Traditional managers set to be hit harder, according to Q3 survey
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Opinion
Square Mile’s Fund Selector: IA UK smaller companies funds to watch
Square Mile’s John Monaghan checks out the top performers and compelling newcomers
Funds
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Funds
RSMR awards three new ratings to Royal London, Dodge & Cox and L&G funds
The three fixed income funds are first-time entrants
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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
PA Plus
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PA Plus
Fund in Five: Artemis US Smaller Companies Fund
In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.
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PA Plus
Fund in Five: AXA Global Short Duration Bond Fund
In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.
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PA Plus
Active in Five: Vanguard
In this Active in Five, Andrew Surrey, active distribution lead at Vanguard, looks at the guiding principles of the active team when partnering with these firms.
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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.
Events
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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 -
PA Spring Congress
19 March 2025South Lodge Hotel, Horsham -
Beyond Finance Awards
20 March 2025
Magazines
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November 2024
The reluctance of platforms to allow fractional trading is having an outsized impact on smaller-value clients
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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…
