Latest Stories
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News
Fed holds interest rates, drops redemption cap in May decision
Industry commentators weigh in on the decision to hold
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News
SJP hires Kunal Oak as director of investment products
Kunal Oak joins with 22 years of experience
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Investment
European Assets Trust names lead manager
Mine Tezgul, CT head of European small cap equities, succeeds Sam Cosh
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News
Canaccord appoints David Muncaster to newly-created group head of distribution role
Muncaster moves from role as head of distribution
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News
FE Fundinfo: Gold and commodities top the charts for April
Nine of the 10 best performing funds specialised in gold or commodities
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Investment
Lipper Funds study: The highest yielding equity trusts
There are 32 trusts investing in equities with yields above 4%
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News
FCA enforcement investigation proposal is ‘radical departure’ from norm, warns AIMA
In response to FCA’s proposal to release enforcement investigation information before a decision is made
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News
The Diversity Project: Charity 4Louis addresses grieving loss amidst corporate culture
4Louis representatives explain how to aid those experiencing a miscarriage, stillbirth, or child loss
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News
Censuswide: Lower fees and client interest alignment are the most important boutique attributes
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk when using a smaller firm
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Investment
House of Lords criticises FCA’s application of cost disclosure rules for investment trusts
Financial Services Regulation Committee said retained MIFID and PRIIPS rules has cost the UK an estimated £7bn
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News
Strong eurozone growth paves the way for June rate cuts
‘Meaningful’ economic growth in the eurozone in the first quarter is a ’cause for optimism’
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News
HSBC chief executive Noel Quinn to retire
Bank joins a total of eight FTSE 100 companies with CEO changes so far this year
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Opinion
Downing’s Paget: Flock towards global ‘titans’ will be seen as ‘collective hysteria’
Domination of mega caps has ‘never continued indefinitely’
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Viewpoints
View from the top with Klaus Schuster: It’s important to communicate, to join the dots
The CEO, EMEA, at Fiera Capital, discusses organic growth, private markets and investing in natural capital
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News
Coutts partners with JP Morgan to launch alternatives fund
Coutts Diversifying Alternatives Multi-Manager fund aims to generate returns with low sensitivity to traditional markets
Analysis
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PA Analysis
Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
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PA Analysis
Tokenisation finds footing six months on from FCA approval
Industry commentators examine the future of tokenisation through market adoption and legal ramifications
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PA Analysis
Investors ditch gold despite soaring prices
Gold is hitting one high after another, but investors are dropping the precious metal
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PA Analysis
Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
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PA Analysis
Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival
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Investment
View From The Top with Tyndall IM’s CEO Alex Odd
Odd discusses the need for boutiques within an ever-converging world, earning clients’ trust, and future plans for the business
Investments
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Investment
Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
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Investment
US Solar Fund to roll out fixed tender offer and halve dividend target
Investment company sets out refinancing plans following prolonged double-digit discount
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Investment
Newton IM’s John Bailer: The market’s new regime
Newton IM’s John Bailer on the ‘last gasp’ of growth stocks and where the market heads in a new regime
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ESG
Robeco to launch range of transition investing strategies
Financing companies that make progress in sustainable development
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Investment
CCLA’s Charlotte Ryland and Joseph Hawkes hop on the Trane over Tesla
Ryland and Hawkes discuss the industrial sector’s role in energy efficiency
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Investment
View From The Top with Tyndall IM’s CEO Alex Odd
Odd discusses the need for boutiques within an ever-converging world, earning clients’ trust, and future plans for the business
Funds
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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
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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
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Funds
Lipper report: European investors ditch active funds for ETFs
Exchange-traded funds received €16bn in February whilst mutual funds lost €5.9bn
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News
Fundsmith Equity and Lindsell Train portfolio dropped from Bestinvest’s Best Funds list
Bi-annual report comprises 122 funds in total
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Funds
Morningstar: Appetite for equities and fixed income continues in February
According to EU Fund Flows report
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Funds
Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
PA Plus
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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.
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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.
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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
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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.
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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.
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PA Plus
Interview with Brad Weafer
Truly focused, truly active. Brad Weafer, Chief Investment Officer at Boston Financial Management, lays out the key characteristics of the Marlborough US Multi-Cap Income Fund.
Events
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PA Dublin
9 May 2024The College Green Hotel, Dublin -
PA Summer Congress
15 May 2024South Lodge Hotel, Horsham -
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
Magazines
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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…
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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…
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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…
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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…
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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…
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July / August 2023
The idea of just what constitutes a properly diversified portfolio has evolved over recent decades to include ever more asset classes to sit alongside the traditional favourites of equities and bonds. Indeed, research a year or two back by BlackRock into the approach of US endowment funds – so often held out as paragons of…