Latest Stories
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News
UK equity funds make first net inflows in 41 months
They lost £25.33bn since 2021 but raked in £317m in November once Budget fears receded
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News
Robeco lists four active ETFs on London Stock Exchange
First active ETFs listed by Robeco on LSE
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News
GAM appoints UK distribution growth lead from Amundi
Steven Williams brings over a decade of experience to the role
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News
Premier Miton adjusted profits plummet 22% in ‘difficult trading environment’
Premier Miton experiences net outflows of £318m for fiscal year
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News
UK cash savings surpass £2 trillion for first time
Savers added £51bn to cash this year, but it could be a less attractive option now interest rates are falling
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Investment
PRS REIT: ‘Number of interested parties’ regarding sale of trust
The board is in ‘active discussions’ about selling the trust with ‘a number of interested parties’
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Investment
J.P. Morgan proposes wind-down plan for Global Core Assets trust
It will liquidate its portfolio and return the proceeds to shareholders by the end of 2025
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News
BlackRock to acquire HPS Investment Partners
The private credit specialist holds $148bn of client assets
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Opinion
Track to the Future – with HSBC Asset Management’s Dan Rudd
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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News
Yearsley: US Smaller Companies top November charts following election
Latin America and China worst-performing sectors for November
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News
Michael Spencer becomes chair of Nutshell Asset Management and ups stake in business
Spencer has backed Nutshell since its launch in 2019
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News
St. James’s Place to cut 500 roles in cost reduction programme
SJP aiming to save £100m per year by 2027
Analysis
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PA Analysis
Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
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PA Analysis
Will Trump’s return to the White House derail the green agenda?
The iShares Clean Energy ETF, a barometer for sentiment in the sector, has already dropped over 10% since former president’s re-election
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Investment
Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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Investment
Demystifying credit: CVC Income & Growth’s Pieter Staelens on asset class misperceptions
Pieter Staelens discussses why investors still have misperceptions around credit following the GFC
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PA Analysis
How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
Investments
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Investment
Knacke’s money maps: Mind the productivity gap
Divergence in labour market productivity in the US, UK and Europe suggests it’s time to reconsider equities this side of the Atlantic, says Shard Capital’s Ernst Knacke
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Viewpoints
Cyber Monday: Seven industry experts talk tech as sector extends dominance
The industries and names expected to shine in 2025 and beyond
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Opinion
Square Mile’s Fund Selector: IA Sterling Strategic Bond funds to watch
Eduardo Sánchez, associate research director – fixed income, alternatives and multi-asset, checks out the top performers and compelling newcomers
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Investment
Hidden gems: Five below-radar funds in the IA Volatility Managed sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Investment
MPS: Smaller-value clients face restricted access
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
Funds
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Funds
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
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Funds
RSMR awards three new ratings to Royal London, Dodge & Cox and L&G funds
The three fixed income funds are first-time entrants
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Investment
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
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Funds
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
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PA Analysis
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?
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Funds
Ninety One Diversified Income promoted to Hargreaves Wealth List
The £845m fund is a good option for ‘cautious investors looking for an alternative to cash as rates fall’
PA Plus
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PA Plus
Fund in Five: Artemis UK Select Fund
In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets.
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PA Plus
UK in Five: Artemis UK equity team
In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits.
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PA Plus
Fund in Five: Artemis US Smaller Companies Fund
In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.
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PA Plus
Fund in Five: AXA Global Short Duration Bond Fund
In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.
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PA Plus
Active in Five: Vanguard
In this Active in Five, Andrew Surrey, active distribution lead at Vanguard, looks at the guiding principles of the active team when partnering with these firms.
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PA Plus
CCLA: Looking beyond the metrics
For sustainable funds to make a genuine difference, CCLA’s James Corah argues they need to look beyond relying on certain metrics.
Events
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PA Fixed Income
6 February 2025Pan Pacific, London -
PA Emerging Markets
6 March 2025Pan Pacific London -
PA Channel Islands
13 March 2025Radisson Blu Waterfront, Jersey -
PA Nordics
13 March 2025The Thief, Oslo -
PA Spring Congress
19 March 2025South Lodge Hotel, Horsham -
Beyond Finance Awards
20 March 2025
Magazines
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November 2024
The reluctance of platforms to allow fractional trading is having an outsized impact on smaller-value clients
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October 2024
With less than a month before the 5 November polling date, a question mark hangs over the continued dominance of US equities
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September 2024
Are bumper fees and regulatory hurdles deterring retail investors from taking the leap into private markets?
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June 2024
Amid the tough operating environment for smaller asset managers, a swathe of new firms are coming to market.
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May 2024
Crash test: Industry calls for FCA consultation amid trust test-taking debate
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April 2024
(Another) new dawn in Japan? Why asset managers, fund selectors and CIOs believe it really is different this time
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March 2024
On the month of International Women’s Day, how can we keep the momentum going towards gender parity?
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February 2024
This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the beginning of 2020, and by 30.9% over…
