Latest Stories
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‘Recession fears grow’ as S&P 500 slips into bear market territory
Third day of sizeable losses following tariffs announcement
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AIC launches petition to change company law on shareholder voting access
AIC seeking to make it mandatory for nominees to pass on company information and voting rights to underlying shareholders
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FCA and Treasury launch consultation on streamlined regime for asset managers
Including bespoke rules for investment trusts and VCTs
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GAM enters strategic partnership with Swiss Re
Swiss Re will manage GAM’s insurance-linked securities fund range as it attempts to expand its offering in the area
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Weekly Outlook: Tesco and JP Morgan Chase to report
Key events for wealth managers in the week beginning 7 April
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Hurst Point brings Hawksmoor and Argentis under unified management structure
New CEO Andrew Westenberger names executive team to oversee the two divisions
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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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EQ Investors considers ‘strategic partnership’ with larger firm
Philanthropist John Spiers said he believes that passing his shares to a foundation may no longer be the right path for the sustainable investor’s future
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Peter Hewitt to retire from fund management
Hewitt has managed the CT Global Managed Portfolio investment trust since its launch in 2008
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AJOT proposes Fidelity Japan merger
Ahead of Fidelity Japan’s continuation vote on 21 May
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UK remains least popular market despite mounting disdain for US equities
Investors removed £1.4bn from UK equity funds in February whilst adding £496m to increasingly volatile US funds
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UK ‘least affected’ but tariffs paint ‘depressing’ picture for people and markets
Tomasz Wieladek, chief European economist at T. Rowe Price, said the UK will be the ‘least affected’ by the new policies
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M&G appoints Martin Towns as real estate head
Current head Tony Brown is set to retire end of June
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Trump places tariffs on all global trading partners, including 10% on UK
It had the lowest baseline tariff, with US importers being hit with taxes as high as 50% for goods from other nations
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Allspring Global Investments appoints Kate Burke as CEO
Kate Burke takes over from Joe Sullivan, who becomes chair of the board
Analysis
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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?
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Where next for European stocks after Trump punishes carmakers?
European stockmarkets closed at a record high in March, But, with tariffs on the horizon, is the market rally sustainable?
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Spring Statement 2025: What to expect from the chancellor’s speech
Rachel Reeves could be forced to make some ‘unpopular decisions’
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Square Mile’s fund selector: IA UK All Companies
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Q&A: What does Foresight’s acquisition of WHEB mean for the future?
George Latham, managing partner at WHEB, explains why cultural alignment was crucial
Investments
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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
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Investment trusts: Ain’t no discount wide enough
Discounts stretched ever-further in 2024 despite boards launching the highest levels of share buybacks, mergers and liquidations in the sector’s history
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Where next for European stocks after Trump punishes carmakers?
European stockmarkets closed at a record high in March, But, with tariffs on the horizon, is the market rally sustainable?
Funds
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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
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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
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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
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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
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: Start of a new cycle?
15 May 2025Central London -
PA LIVE: Alternatives as a diversifier
5 June 2025Central London -
PA Live Channel Islands: Being reactive, proactive and avoiding the noise
18 September 2025Radisson Blu Waterfront, Jersey -
PA Autumn Congress
24 September 2025South Lodge Hotel, Horsham