Latest Stories
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PGIM launches UCITS version of Better Future ETF
It will be managed by Mark Baribeau and Rebecca Irwin, who run the $1bn Global Equity Opportunities fund together
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HANetf launches European defence ETF excluding US companies
It seeks to benefit from the €800bn plan unveiled by the European Commission yesterday as the US withdraws military support
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Bank of England holds interest rates amid market uncertainty
The central bank followed the Federal Reserve in remaining cautious as Trump threatens global tariffs
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Jon Pliner succeeds Craig Baker as Towers Watson CIO
Baker will take a ‘more external, market facing’ role managing the firm’s strategic relationships
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Rathbones chief executive Paul Stockton to retire in September
He will be succeeded by Capstone president Jonathan Sorrell after 17 years at the firm
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TILLIT scraps Darwall’s European Opportunities trust over ‘structural challenges’
Its shift of investment strategy, ‘disrupting’ tender offer and pressure from activist shareholders has led to ‘waning confidence’
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Fed holds rates as Trump’s tariffs downgrade US growth forecasts
The central bank remained cautious as uncertain trade policy risks inflation ‘spiralling’
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Q&A: What does Foresight’s acquisition of WHEB mean for the future?
George Latham, managing partner at WHEB, explains why cultural alignment was crucial
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Fidelity’s global fixed income CIO exits
New hire will co-manage emerging market debt fund after Steve Ellis departs
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Aegon AM enters LTAF market with private credit vehicle
It provides ease of access to asset classes previously off limits to most investors amid growing demand for private markets
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M&G reports 5% profits rise for 2024
Transformation plans, including cost cuts and simplification of asset management business, boosts progress
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US equities ditched at fastest rate ever
Bearish move prompted by worries over the global economy
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Reeves launches procurement process for digital gilts
The chancellor met with fintech CEOs at No. 11 to ‘help inform HMT’s commercial strategy’ with issuing tokenised gilts
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Invesco appoints new head of client solutions to ‘simplify global structure’
Georgina Taylor will drive the strategic focus of its multi-asset range, as well as managing 12 funds worth £1.1bn herself
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Confluence: Flexible retail disclosure has positives, but CCI framework comes with ‘dangerous quirk’
Confluence senior product manager Lewis Davison explores some of the nuances around the FCA’s new retail disclosure framework
Analysis
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Square Mile’s fund selector: IA UK All Companies
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Q&A: What does Foresight’s acquisition of WHEB mean for the future?
George Latham, managing partner at WHEB, explains why cultural alignment was crucial
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Macro matters: Is IA Latin America in terminal decline?
The sector could face closure just four years after it was launched as the number of funds dwindles
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25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
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Will a Ukraine ceasefire boost or burden Europe?
Europe has rallied at the prospect of a ceasefire, but the subsequent costs on Ukraine’s neighbours could prove to be yet another headwind
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Analysis: Are fortunes improving for multi-asset funds?
As interest in the magnificent seven and MPS wobbles, and tax changes are introduced, many believe now is the time for conventional multi-asset funds to shine again
Investments
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Square Mile’s fund selector: IA UK All Companies
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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View from the top with Goldman Sachs’ Hilary Lopez
Head of the EMEA third-party wealth business says her mission upon joining the company was to become one of the leading players in the region
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M&G reports 5% profits rise for 2024
Transformation plans, including cost cuts and simplification of asset management business, boosts progress
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Future-proofing fixed income by embracing technology
Asset class has historically been slow to embrace change, writes Aviva Investors’ Fraser Lundie
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Data centres and deglobalisation: Inside £420m Utilico Emerging Markets portfolio
Jacqueline Broers discusses the trends shaping the Utilico Emerging Markets portfolio
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Macro matters: Is IA Latin America in terminal decline?
The sector could face closure just four years after it was launched as the number of funds dwindles
Funds
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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
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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
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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
PA Plus
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Trust Talk with William MacLeod, managing director, commercial, Gravis
With the deadline to respond to the FCA’s CCI consultation approaching on 20 March, Gravis managing director William Macleod discusses how the Cost Disclosure campaign group will respond, and why he believes investment trusts should not fall under the new regime’s scope.
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Trust Talk with Richard Stone, CEO, AIC
In the first episode of this new series, the AIC’s Richard Stone discusses shareholder engagement and whether there are any lessons to be learned from shareholder activism in the investment trust sector.
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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.
Events
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PA Spring Congress
21 March 2025South Lodge Hotel, Horsham -
PA Live Channel Islands: Being reactive, proactive and avoiding the noise
27 March 2025Radisson Blu Waterfront, Jersey -
PA Live: The evolution of ETFs
3 April 2025Central London -
PA Live Dublin: The future for boutiques
1 May 2025Radisson Royal, Dublin -
PA Summer Congress
14 May 2025South Lodge Hotel, Horsham -
PA LIVE: Alternatives as a diversifier
5 June 2025Pan Pacific London