Latest Stories
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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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Nikhil Rathi reappointed as FCA chief executive
Rathi took up the role in October 2020
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Markets rise in relief on Trump tariff pause
S&P 500 rose 9.5% to record its best single day trading since 2008
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Chikara names portfolio manager on CC Japan Income & Growth Trust
Wyld has been promoted to portfolio manager/analyst on the investment trust and its sister fund
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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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AllianzGI announces public markets CIO as equities head exits
Michael Krautzberger will become CIO of public markets, while equity CIO Virginie Maisonneuve has decided to leave the firm
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Amundi expands US equity range with new S&P 500 Equal Weight ETF
Amundi S&P 500 Equal Weight UCITS ETF charges management fees of 0.12%
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Markets fall further as US/China trade war escalates
Imposition of additional tariffs sends another ‘jolt of pessimism’ through markets
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WisdomTree launches 3x Leveraged European Defence ETP
Follows the launch of the WisdomTree Europe Defence UCITS ETF last month
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Calastone: Investors pull record £3.5bn from UK equities in Q1
While investors piled into US equities despite the S&P 500 dip
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Fund manager profile: aberdeen’s Maclean on the enduring value of the Dunedin Income Growth trust
Investment director Rebecca Maclean talks about why the trust is measuring up in turbulent markets due to its quality approach setting a high bar
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Regulatory outlook: Consumer Duty due diligence is a thorny problem
Two years on from implementation there are still issues with ensuring Consumer Duty is filtering down the distribution chain
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Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth
Will be joined by a team including Jessica Miller
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‘Recession fears grow’ as S&P 500 slips into bear market territory
Third day of sizeable losses following tariffs announcement
Analysis
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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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How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
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Fund manager profile: aberdeen’s Maclean on the enduring value of the Dunedin Income Growth trust
Investment director Rebecca Maclean talks about why the trust is measuring up in turbulent markets due to its quality approach setting a high bar
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Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
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Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
Investments
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In a volatile world, diversification must go beyond 60/40
There is a growing consensus, including BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
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Fund manager profile: aberdeen’s Maclean on the enduring value of the Dunedin Income Growth trust
Investment director Rebecca Maclean talks about why the trust is measuring up in turbulent markets due to its quality approach setting a high bar
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Will healthcare be the next big opportunity as PM unveils sweeping reforms?
Benefits for businesses that manage primary care products
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Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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Small-cap specialist rejoins ex-Fidelity colleague at Goodhart Partners
Richard Tennant to reunite with Russell Champion
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Gold soars, tech slumps: What happened in markets in March?
Eight of the top 10 funds for the month were gold and precious metals funds
Funds
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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
-
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
-
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
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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
PA Plus
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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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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.
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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.
Events
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PA Live Dublin: The future for boutiques
1 May 2025Radisson Royal, Dublin -
PA Live: Global equities and Trump volatility
15 May 2025Central London -
PA LIVE: Alternatives as a diversifier
5 June 2025Central London -
PA Live Channel Islands: The impact of geopolitical tensions on global markets
17 September 2025Radisson Blu Waterfront, Jersey -
PA Autumn Congress
24 September 2025South Lodge Hotel, Horsham -
Beyond Finance Awards
31 October 2025