Latest Stories
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Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024
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4 minutes -
St James’s Place sees £4.3bn of net inflows amid ‘successful year’
Gross inflows stood at £18.4bn, compared to £15.4bn in 2023
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2 minutes -
US bond market to ‘stay under pressure’ as US Federal Reserve holds rates
The decision to hold interest rates at 4.25-4.5% comes one week after US President Trump demanded a rate cut
News|
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3 minutes -
Chancellor labels net zero the ‘industrial opportunity of the 21st century’
In a major speech to business leaders, Reeves reiterated the government’s backing for net zero schemes
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4 minutes -
Tyndall Investment Management recruits investment director
Lucie Meagher joins after 18 years with Ruffer
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1 minute -
AIC calls for company law amendments to widen voting access following Saba votes
Amendments to company law would require platforms to opt in investors automatically to receive company information and voting rights
Investment|
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3 minutes -
Downing Strategic Micro-Cap sets out latest proposals for voluntary liquidation
Liquidators would begin returning cash to shareholders in March
Investment|
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2 minutes -
AJ Bell Investments sees 38% AUM increase in Q3 trading update
Total AUM surpassed £7bn for the first time
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2 minutes -
Franklin Templeton to retire Martin Currie brand after 144 years
UK investment and sustainability teams will move to ClearBridge, another Franklin Templeton brand
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1 minute -
Kelly Prior joins Marlborough as investment director
While Nick Peters has been appointed as a portfolio manager within Marlborough’s multi-asset team
News|
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1 minute -
Robert Wilson departs AXA IM for EdenTree
Wilson leaves AXA IM after 25 years with the company
News|
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Lipper: Bonds top the charts for European inflows in 2024
European and UK equities lose money in home market
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3 minutes -
Computershare: Mining sector masks improving picture for UK dividends
Dividends fell 0.4% on an underlying basis, as mining sector payouts fell 40%
Investment|
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China’s AI breakthrough causes US tech stock tumble
DeepSeek’s ChatGPT-like model could rewrite the investment case for AI, according to Morningstar’s Kenneth Lamont
Investment|
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3 minutes -
Foresight acquires WHEB Asset Management
Deal will add almost £800m to the group’s AUM
News|
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2 minutes
Analysis
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Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024
Analysis|
|
4 minutes -
Stepping into 2025: Managers offer some perspective on how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
Analysis|
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2 minutes -
Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
Investment|
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2 minutes -
Alger’s Chung: Why we’re eyeing European expansion
CEO and CIO reflects on Alger’s 60th anniversary and plans to grow the firm’s client base in Europe
Analysis|
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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|
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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
Investments
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Wealth manager Q&A with Ben Kumar: ‘Don’t doomscroll your savings’
7IM’s Ben Kumar has witnessed the rise and rise of index investing, is both curious and annoyed by bitcoin and warns of the dangers of checking your savings account on a daily basis
Wealth Manager|
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3 minutes -
Downing Strategic Micro-Cap sets out latest proposals for voluntary liquidation
Liquidators would begin returning cash to shareholders in March
Investment|
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2 minutes -
Fund manager profile: Man Group’s Jack Barrat on rewriting the script on value
Value investing has become a byword for underperformance, but the Man Group portfolio manager – through his ‘unobvious contrarianism’ approach – is determined to change that
Investment|
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Beneath the bonnet: The case for Shell, Nubank, Grab and luxury goods
Three fund managers on stocks they are excited about right now
Investment|
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8 minutes -
Aurora UK Alpha: Survival of the biggest
Aurora and Artemis Alpha’s £260.9m merger was the last in a record-high year for M&A deals in 2024
Investment|
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2 minutes -
Stepping into 2025: Managers offer some perspective on how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
Analysis|
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2 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|
|
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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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