Latest Stories
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Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett
Viewpoints|
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KBI Global Investors appoints new CEO following Sean Hawkshaw’s retirement
Chief investment officer Noel O’Halloran will retire alongside Hawkshaw in March, having both been at the firm since 1992
News|
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Triple Point Energy Transition to vote on liquidation as asset sales complete
Having completed its managed wind-down process, Triple Point has asked shareholders to back a liquidation resolution
PA Plus|
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Herald shareholders reject Saba proposals
Outside of Saba’s shares, only 0.15% of the votes cast were in favour of Saba’s proposals to replace the trust’s board
Investment|
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Natixis IM and Generali Investments merge to create £1.6trn asset manager
The deal, which is expected to close early next year, creates Europe’s second largest asset manager by AUM and largest by revenue
Companies|
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First Trust rolls out US equity buffer ETF
Aiming to preserve more capital during market shocks
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Lombard Odier Investment Managers launches global macro strategy
DOM Global Macro joined last April from Credit Suisse
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AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
News|
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7 minutes -
BlackRock enters pact with Saba to ‘not seek to control or influence the board’
Trusts managed by BlackRock have been assured by Saba that it would not oust and replace their boards
Investment|
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RBC’s Justin Jewell resurfaces at Ninety One
Jewell spent 15 years with RBC BlueBay before joining Ninety One
News|
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AllianzGI UK wholesale head joins Artemis
Matthew Couzens joins Artemis as sales director for London
News|
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AllianceBernstein hires UK retail distribution head from Goldman Sachs
Adam Peters was previously head of UK wealth distribution at GSAM
News|
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‘Strap in’: Trump returns to questions on tariffs and inflation
Trump returns for second term in the White House
News|
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7 minutes -
Rathbones hires new director of strategic projects
Sarah Odds will be “an instrumental part of shaping and delivering [Rathbone’s] growth strategy”
News|
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1 minute
Analysis
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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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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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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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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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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
Investments
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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|
|
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 -
Mike Riddell on bonds: Panto-modium in 2025
The Fidelity International fixed income portfolio manager says central bankers are market heroes, not the villains of the show
Viewpoints|
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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
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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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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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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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.
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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.
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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