Latest Stories
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UK borrowing up £2.3bn higher than expected
It rose to £20.2bn in April, overshooting the £17.9bn estimate set by economists beforehand
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Treasury yields rise after weak 20-year auction
As Congress passes Trump administration’s tax and spending bill, which is likely to add over $3trn to US debt
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M&G launches European ex-UK fund
Run by value manager Richard Halle
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Royal London snaps up UK infrastructure asset manager
Strong environmental and social credentials
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Impax reports £10bn outflows
Half-year results shows AUM fall of almost £15bn
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Asset managers’ responsible investment progress ‘stagnating’
ShareAction set 20 attainable standards for asset managers, but 87% of the managers didn’t meet half of them
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Security matters as hackers hit retailers where it hurts
How are fund managers viewing recent cyber attacks on retailers such as Co-op and M&S?
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Drax declines to raise HEIT bid
Leaving Foresight’s 92.4p per share offer as the HEIT board’s recommended option
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LOIM launches global high yield strategy
To be managed by Anando Maitra
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UK inflation rises above expectations to 3.5%
April CPI print was driven by sharp increases to household bills
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SJP’s Dr Sarah Ruggins breaks cycling record
St James’s Place head of investment specialists has set the fastest time for cycling from John O’Groats to Land’s End and back
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Wealth management CEOs call out four ways to boost industry’s growth
More predictable regulation was among the ways to boost growth, according to a report released today by PIMFA, KPMG and UK Finance
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Richard Pease joins Rockwood’s investment advisory group
Pease retired from fund management in 2023 following Crux’s acquisition by Lansdowne Partners
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Track to the Future – with Boutique Capital Partners’ Rodger Kennedy
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Sparrows Capital makes further BDM hire
James Denton joins from Foresight Group
Analysis
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Materiality risk: Call for corporate executive pay to be linked to sustainability goals
Report shows that more than a quarter of companies have no link at all between sustainability and executive pay
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Asset managers’ responsible investment progress ‘stagnating’
ShareAction set 20 attainable standards for asset managers, but 87% of the managers didn’t meet half of them
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Security matters as hackers hit retailers where it hurts
How are fund managers viewing recent cyber attacks on retailers such as Co-op and M&S?
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Flight to safety: What are the prospects for traditional ‘safe havens’?
Following equity and bond market volatility in April, what are the prospects for traditional ‘safe haven’ assets?
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Dynamic Planner’s Abhi Chatterjee: AI is a real game changer
The chief investment strategist says the advent of DeepSeek is directly challenging the established order of AI and transforming the running costs, too
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Infrastructure: Global investors, investing locally
Hannah Smith speaks to investors about the increasing infrastructure opportunities in AI, renewable energy and utilities
Investments
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Consumer Duty: Wealth managers must do more to protect vulnerable customers
While good progress is being made by firms towards meeting Consumer Duty obligations, Natasha Bridgewater, wealth consultant at Simplify Consulting, says many wealth managers must do more to protect vulnerable customers
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Track to the Future – with Boutique Capital Partners’ Rodger Kennedy
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Flight to safety: What are the prospects for traditional ‘safe havens’?
Following equity and bond market volatility in April, what are the prospects for traditional ‘safe haven’ assets?
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Matt Bennison appointed co-manager of Schroder Income Growth fund
Alongside Sue Noffke, while fees cut and volatility reduction measures announced
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Square Mile’s fund selector: IA Sterling High Yield
Henry Wix-Pollard, investment research associate at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Do platforms need to redefine their communication with shareholders?
Saba’s attempts to exploit low shareholder engagement using its large shareholdings revealed a vulnerability platforms must address
Funds
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Matt Bennison appointed co-manager of Schroder Income Growth fund
Alongside Sue Noffke, while fees cut and volatility reduction measures announced
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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
PA TV
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Interview with Blake Crawford, J.P. Morgan Asset Management
JPM Europe Dynamic (ex-UK) fund portfolio manager Blake Crawford discusses how macroeconomic factors, including German fiscal spending, are boosting the investment case for European equities.
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Trust Talk with Charlotte Cuthbertson, co-manager, MIGO Opportunities Trust
With the average investment trust trading at a double-digit discount, MIGO Opportunities Trust co-manager Charlotte Cuthbertson discusses how she weighs up whether a trust represents an opportunity or a value trap
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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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