Latest Stories
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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Bank of England holds interest rates at 4.75%
Industry commentators turn their focus to the possible trajectory for interest rates in 2025
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FCA launches CCI retail disclosure consultation
AIC CEO Richard Stone says the new framework for CCIs, including investment trusts, ‘misses the mark’
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Trusts targeted by Saba campaign urge shareholders ‘take no action’
The US activist plans to replace the boards of seven trusts, in what some call an ‘entirely self-serving’ move
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Artemis gains Invesco Perpetual UK Smaller Companies mandate
Trust to be run by Mark Niznik and Will Tamworth
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Fed lowers expectations to two rate cuts in 2025
Federal Reserve lowered interest rates by 25 basis points at the latest FOMC meeting
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Saba Capital launches campaign to replace seven investment trust boards
Activist investor is seeking to replace the boards of Baillie Gifford US Growth, Henderson Opportunities and more
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How do asset managers logistically prepare for major events?
After a record year of elections, how do asset managers prepare for the inevitable wave of client requests in the wake of major events?
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Inflation rises to 2.6% as fuel prices mount
The Consumer Price Index rose yet again in November as fuel costs increased, making an interest rate cut unlikely
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FCA consults on ‘PISCES’ private stockmarket
Chancellor proposed the idea at her Mansion House speech last month
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Quilter Cheviot selects Nick Wood as head of regional offices
Richard Thorn to retire after near four decades with Quilter Cheviot
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TILLIT adds five funds to platform
Funds include biotech, global, US, multi asset and UK mandates
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BNP Paribas appoints two investment directors to private debt team
Expands offering with unitranche strategy
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Jupiter hires Lombard Odier’s Tyler as head of UK
Current Lombard Odier IM head of UK wholesale will take up the role in spring 2025
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UK economy contracts 0.1% in October
Falling below expectations of a modest 0.1% increase, according to the ONS
Analysis
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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How do asset managers logistically prepare for major events?
After a record year of elections, how do asset managers prepare for the inevitable wave of client requests in the wake of major events?
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The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
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Dimensional’s Dai: Indices not as passive as they appear
Trading as an index rebalances is ‘like buying roses on Valentine’s Day’, Dimensional’s Dai says
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Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
Investments
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Hidden gems: Three below-radar funds in the IA Targeted Absolute Returns
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Square Mile’s Fund Selector: IA Asia Pacific ex Japan funds to watch
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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AJ Bell: Passive funds ‘eating the lunch’ of active managers
Just a third of active funds outperform passive across a decade
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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Generation next with Charlotte Cuthbertson: ‘Have faith in your convictions’
Co-manager of Migo Opportunities Trust explains why she would like to see investment trusts play a bigger role in portfolios and how important it is to be yourself
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Beneath the bonnet: The case for Samsung Life, Sunonwealth and Bim
Three fund managers on stocks that are getting them excited
Funds
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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
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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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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’
PA Plus
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South West Congress 2024: Interview with Aegon’s Colin Finlayson
Speaking at South West Congress, Colin Finlayson, investment manager at Aegon Asset Management, discusses the outlook for fixed income markets, the key risks facing bonds and the best way to take advantage of opportunities across the asset class.
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Bitesize: Why now for global small caps
In this Bitesize video, Kirsty Desson, investment director, global smaller companies at abdrn, looks at the factors driving the performance of global small caps and why now is a good time to be holding the asset class.
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Bitesize: The case for fixed income
In this Bitesize video, Luke Hickmore, investment director, fixed income at abdrn, gives his outlook for fixed income markets and what he is subsequently doing with his bond allocation.
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Fund in Five: Artemis UK Select Fund
In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets.
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UK in Five: Artemis UK equity team
In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits.
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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.
Events
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PA LIVE: A world of higher inflation
6 February 2025Pan Pacific, London -
PA Live: Slicing the regional pie
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