Latest Stories
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NextWealth’s Heather Hopkins: AI makes financial planning more fun
Industry uptake is still relatively low, explains the NextWealth MD and founder
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RSMR announces new ratings for 24 funds
Marking RSMR’s busiest period for new ratings since its launch over two decades ago
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Morningstar: M&A is not the magic bullet asset managers think it is
Consolidation often burdens firms with more integration challenges than it does scale and fee benefits
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Central bank preview: Wait-and-see approach from Powell, while BoE expected to cut
Investors preview this week’s central bank meetings in the UK and US
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Warren Buffett to retire from Berkshire Hathaway
He named Greg Abel as his successor, who had no idea Buffett was going to make the announcement
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ii: Money market fund purchases up 77% in April as investors flock to safety
Most investors fled volatile markets in the wake of Trump’s tariff, but others took advantage of depressed US valuations
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Middlefield Canadian Income to adopt Saba’s ETF proposal
Shareholders will vote on rolling their investment into an ETF structure
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Europe and LatAm top fund sectors in April tariff storm
European bond sectors were among the top-performing sectors in April, according to FE fundinfo data
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US economy contracts 0.3% as companies race to beat tariffs
Annualised 0.3% fall was largely attributed to companies building inventory ahead of the 2 April tariffs announcement
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Alex Stanić exits Artemis for AustralianSuper
His responsibilities will be absorbed by the wider global equities team
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FE fundinfo acquires AI platform Lunar AI
The deal will strengthen FE fundinfo’s Nexus platform
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Aberdeen’s EMD veteran Diment to retire after 34-year career
Siddharth Dahiya becomes global head of emerging market debt, reporting to global fixed income head Jonathan Mondillo
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Aberdeen: Investors pull net £6.4bn in Q1
A £6bn quant strategy funding win in April offset the outflows elsewhere
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Investment industry calls for clarity as FCA ‘pauses’ SDR rollout for MPS
Regulator will prioritise other work around multi-firm reviews and Consumer Duty
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Future Growth Capital launches global and UK LTAFs
Collaboration between Schroders and Phoenix Group
Analysis
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NextWealth’s Heather Hopkins: AI makes financial planning more fun
Industry uptake is still relatively low, explains the NextWealth MD and founder
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Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
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Embodied AI: The race to build robots that think, move – and earn
But what are the risks and opportunities for investors in this new technological space?
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US trade tariffs trigger rocky ride for dollar
Capital Economics’ Neil Shearing spoke to delegates at the Portfolio Adviser Spring Congress about US trade tariffs, Europe’s stagnant economy and the outlook for inflation and interest rates
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Two-thirds of advice firms plan to invest more in AI
Biggest opportunities are in simplifying the advice process,, enhancing compliance efforts and improving marketing and lead generation
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Asset managers must adapt to rapidly changing investor behaviour
Shifting behaviour from retail investors and wealth managers alike is challenging the status quo for traditional asset managers and those who don’t keep pace with the rate of change risk getting left behind
Investments
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Generation next with Hamish Gibberd: ‘Simplicity trumps complexity’
Hamish Gibberd, portfolio strategies manager at St. James’s Place, on inflation-sensitive assets, the march of technology and cutting out the noise
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RSMR announces new ratings for 24 funds
Marking RSMR’s busiest period for new ratings since its launch over two decades ago
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Waiting game for Japanese small caps
Japan’s smaller companies could undergo a surge similar to that of its large-cap peers in recent years, but a weak yen is holding the overdue rally at bay
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Europe and LatAm top fund sectors in April tariff storm
European bond sectors were among the top-performing sectors in April, according to FE fundinfo data
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Beneath the bonnet: The case for Ryanair, Cranswick and Filtronic
Three fund managers on stocks that are taking off right now
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Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
Funds
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The US funds that lost the most from Trump’s tariffs
Only three US equity funds avoided losses in the week following, with small and mid-cap strategies being the worst hit
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The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
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Square Mile backs sustainable bond funds in new batch of re-ratings
Goldman Sachs Sovereign Green Bond and TwentyFour Sustainable Short Term Bond Income were stamped with a seal of approval
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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
PA Plus
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View from the top: Kiran Nandra, Jupiter Asset Management
Jupiter Asset Management’s head of equities Kiran Nandra on how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients.
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Spring Congress 2025: Interview with Nick Dumas-Williams
Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.
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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.
Events
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PA LIVE: Alternatives as a diversifier
5 June 2025Central London -
PA Live Channel Islands: The impact of geopolitical tensions on global markets
17 September 2025Radisson Blu Waterfront, Jersey -
PA Autumn Congress
24 September 2025South Lodge Hotel, Horsham -
Beyond Finance Awards
31 October 2025