Latest Stories
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Supermarket Income REIT shifts listing as a commercial company
It will no longer have to pay disclosure costs associated with being a closed-ended investment trust
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Aberdeen’s Flavia Cheong to retire after 30 years with firm
Head of equities, Asia Pacific, succeeded by deputy Pruksa Iamthongthong
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US court blocks Trump’s tariff plans
It ruled the president had overstepped in using emergency powers to fast track trade policy, which he has already filed an appeal against
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Morningstar: UK multi-asset funds double US equities exposure in eight years
UK equities exposure has plummeted
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Enhanced passive funds break the mould
Asset managers have reported significant inflows into enhanced passive offerings
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Praveen Kumar exits Baillie Gifford
Kumar will no longer run the Shin Nippon, Japan, and Japanese Smaller Companies portfolios after a period of poor performance
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CQS Natural Resources announces tender offer after Saba engagement
The trust has proposed a tender offer of up to 100% of its shares following talks with activist investor Saba Capital.
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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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CCLA: Three quarters of companies meeting bare minimum in anti-slavery standards
Most companies see anti-slavery laws as a ‘tick-box exercise’ and do not actively confront it in their supply chains
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BNP Paribas Asset Management launches Europe Defense ETF
The fund will provide exposure to aerospace, defence electronics and shipbuilding
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Alan Bartlett: Four macro factors changing investor behaviour
Goodhart Partners’ Alan Bartlett discusses four world-shaping factors
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Trump delays 50% tariff escalation on Europe
Negotiations were extended until 9th July after a call with European Commission President Ursula von der Leyen over the weekend
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UK borrowing up £2.3bn higher than expected
It rose to £20.2bn in April, overshooting the £17.9bn estimate set by economists beforehand
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Treasury yields rise after weak 20-year auction
As Congress passes Trump administration’s tax and spending bill, which is likely to add over $3trn to US debt
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M&G launches European ex-UK fund
Run by value manager Richard Halle
Analysis
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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?
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Flight to safety: What are the prospects for traditional ‘safe havens’?
Following equity and bond market volatility in April, what are the prospects for traditional ‘safe haven’ assets?
Investments
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Aberdeen’s Flavia Cheong to retire after 30 years with firm
Head of equities, Asia Pacific, succeeded by deputy Pruksa Iamthongthong
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Beneath the bonnet: The case for Bellway, investment trusts and Curtiss-Wright
Three fund managers on what stocks they are backing and why
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Ernst Knacke: The dark before the dawn
Head of research at Shard Capital Ernst Knacke encourages investors to remain vigilant as US recession risks surge
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Three top performing UK equity income funds flying below investors’ radars
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Consumer Duty: Wealth managers must do more to protect vulnerable customers
While good progress is being made by firms towards meeting Consumer Duty obligations, Natasha Bridgewater, wealth consultant at Simplify Consulting, says many wealth managers must do more to protect vulnerable customers
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Track to the Future – with Boutique Capital Partners’ Rodger Kennedy
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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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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.
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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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