Latest Stories
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Weekly Outlook: Bellway and Tesco report
Key events for wealth managers in the week beginning 9 June
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Investors urge companies to recommit to diversity and inclusion
Includes Rathbones Investment Management, Sarasin & Partners, Scottish Widows and NEST
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ECB delivers seventh consecutive interest rate cut
Interest rates were reduced 25bps to 2% as the bank casts an eye to economic growth
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UBP’s chief bond strategist: Growth slowdown could be fixed income ‘sweet spot’
Mo Kazmi discusses reasons to be positive for fixed income despite jittery government bond markets
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Calastone: UK investors back European equities in cautious May
US fund inflows were at their second-lowest level since 2023, while European equities enjoyed their strongest month in a year
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Fidelity International to launch custom funds for Flying Colours
Two OEICs will be exclusive to Flying Colours Advice clients
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RBC BlueBay Asset Management appoints global equity portfolio manager
Former Columbia Threadneedle Investments portfolio manager Jonathan Crown joins
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Private credit tipped to dominate alternative fund launches in 2026
Private credit is poised to become the fastest-growing strategy in European alternative investments over the next 12–18 months
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Track to the Future – with Goodhart Partners’ Gary Tuffield
Gary Tuffield discusses unsustainable global debt levels, frothy private equity markets and why prioritising cost may prove… costly
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Ninety One reports £4.9bn in outflows but positive flows in H2
Equities were the main driver of outflows, mainly from global and sustainable products
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Octopus Investments CEO exits
Benjamin Davis steps away after 14 years at the firm
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Woodford portfolio platform to launch this week
W4.0 will officially launch on Friday
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May fund performance: Tech funds bounce while bonds suffer
IA Technology & Technology Innovation was the top-returning sector, up almost 9% over the month
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Newton IM cuts global head of sustainable investment role
Therese Niklasson leaving the firm alongside a trio of fund managers
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As defence ETFs launch, where do niche funds fit into portfolios?
Investors discuss asset allocation after a spate of defence ETF launches
Analysis
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As defence ETFs launch, where do niche funds fit into portfolios?
Investors discuss asset allocation after a spate of defence ETF launches
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Enhanced passive funds break the mould
Asset managers have reported significant inflows into enhanced passive offerings
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Fund manager profile: Rathbones’ Carl Stick on going the distance
Why he’s still excited to manage his income fund 25 years into his tenure, and how he uses long-distance running to gain perspective on both his life and career
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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?
Investments
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Royal London’s Lowson: ‘Expect to see an exodus from AIM over the next year’
Small-cap managers anticipate a mass delisting from the Alternative Investment Market as tax relief is cut, but should those companies exiting ‘be careful what they wish for’?
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IA reports strongest fund flows of year in April amid tariff turmoil
Inflows of £1.1bn were recorded in the month, almost double March’s £519m
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Four views: Japan in bloom
Portfolio Adviser asks experts for their prospects for the region moving forward
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Investment trusts: Time to take the bull by the horns
Investment trusts should not be waiting around for languishing demand to return – boards must create it for themselves
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Square Mile’s fund selector: IA Technology and Technology Innovation sector
David Holder, senior investment research analyst, and Ittan Ali, research manager at Square Mile Investment Consulting and Research, check out the top performers and compelling newcomers
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Track to the Future – with Goodhart Partners’ Gary Tuffield
Gary Tuffield discusses unsustainable global debt levels, frothy private equity markets and why prioritising cost may prove… costly
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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Back of the NAV Season 2: Episode 20
With the season over, the BotNAV co-managers crown the first ever champion of the Back of the Network league and reflect on a difficult second season for the portfolio.
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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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Back of the NAV Season 2: Episode 19
With two weeks left to go of the season, the BotNAV co-managers welcome back guest Chelsea Financial Services and FundCalibre MD Darius McDermott, and report themselves to the FCA for a portfolio mishap.
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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.
Events
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PA Live Channel Islands
17 September 2025Radisson Blu Waterfront, Jersey -
PA Autumn Congress
24 September 2025South Lodge Hotel, Horsham -
PA Live Innovation
9 October 2025Central London -
PA Live Dublin
16 October 2025Radisson Blu Royal, Dublin -
Beyond Finance Awards
31 October 2025 -
PA Live Regional Equities
6 November 2025Central London