Latest Stories
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Alger’s Chung: Why we’re eyeing European expansion
CEO and CIO reflects on Alger American Asset Growth and plans to grow the firm’s client base in Europe
Analysis|
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4 minutes -
Quilter Investors hires senior manager research analyst
Sophie Outhwaite to join from Fidelity International
News|
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1 minute -
AIC raises concerns over Saba with FCA
AIC calls on platforms to reach out to investors to encourage voting for trusts
News|
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2 minutes -
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds
Analysis|
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4 minutes -
abrdn Asian Income revamps dividend policy and introduces continuation vote
abrdn announces 6.78p interim divided for fourth quarter
News|
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1 minute -
Sheridan Admans becomes TILLIT CIO
Admans previously head of fund selection for TILLIT
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Core US inflation undershoots expectations in ‘relief’ to policymakers
Headline inflation rose to 2.9% in December
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3 minutes -
Premier Miton Group sees £33m net outflows in Q1 AUM update
CEO Mike O’Shea said the most recent results show a ‘noticeable improvement’ in flows
News|
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2 minutes -
‘The Chancellor has a large task ahead’: UK GDP rises by 0.1%
While construction output increased by 0.4% in November last year, production output fell by 0.4%
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3 minutes -
Brooks Macdonald seeks LSE main market listing
Brooks first listed on the AIM in 2005, with the move to the main market expected to complete by the end of March
Companies|
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Liontrust identifies further cost cuts as Q4 outflows reach £1.6bn
Firm will also overhaul 10 UK-domiciled funds to gain SDR label
News|
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4 minutes -
‘Not out of the woods yet’: UK inflation falls by 10 basis points in December
The CPI fall to 2.5% came in slightly below consensus forecasts
News|
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3 minutes -
Saba’s Weinstein fights back at criticism over trust plans
Saba CEO confirmed the hedge fund would seek to merge trusts into a single vehicle and invest back into UK assets
Investment|
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3 minutes -
Finsbury holds faith in Diageo and Fever-Tree despite drops
Adds two new positions in Clarkson and Intertek
News|
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3 minutes -
Home REIT publishes overdue 2023 results as board steps down
£71.4m decrease in the fair value of its investment properties over the 2023 financial year
Investment|
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2 minutes
Analysis
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Alger’s Chung: Why we’re eyeing European expansion
CEO and CIO reflects on Alger American Asset Growth and plans to grow the firm’s client base in Europe
Analysis|
|
4 minutes -
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds
Analysis|
|
4 minutes -
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
Analysis|
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3 minutes -
Analysis: Is the game up for active management?
Only 31% of active managers outperformed a passive alternative in 2024
Analysis|
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5 minutes -
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
Analysis|
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3 minutes -
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?
Analysis|
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4 minutes
Investments
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ARC: Inflation leaves private portfolios 12% below 2021 levels
Real returns need to average 6.6% over the next decade to revert to the historical norm of 4% per year, the firm said
Investment|
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Small caps: Size of the matter
When the largest company in the bottom 10% of the small-cap sector has a market capitalisation of £1.7bn, are smaller companies getting too big for their boots?
Investment|
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Beneath the bonnet: The case for Sanofi, LVMH and IU Group
Three fund managers on stocks that are making a difference
Investment|
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8 minutes -
Small caps: UK bucks the borrowing trend
While government debt is on the rise around the globe, UK households seem to be heading in the opposite direction
Investment|
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4 minutes -
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
Investment|
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4 minutes -
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
Opinion|
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5 minutes
Funds
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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
Analysis|
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3 minutes -
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
Funds|
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2 minutes -
RSMR awards three new ratings to Royal London, Dodge & Cox and L&G funds
The three fixed income funds are first-time entrants
Funds|
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3 minutes -
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
Investment|
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3 minutes -
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
Funds|
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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?
Analysis|
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5 minutes
PA Plus
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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.
PA Plus|
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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.
PA Plus|
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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.
PA Plus|
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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.
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.
PA Plus|
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1 minute -
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.
PA Plus|
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1 minute