Latest Stories
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FCA sets out further CCI consultation on fee simplification
Final CCI rules will be set out in late 2025
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Man Group loses all Q1 gains in first half of April
It made $4bn in the first quarter before tariff fears wiped out $5.6bn from its assets in the first two weeks of April
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Safe haven no more? ‘US Treasuries are behaving like distressed assets’
Investors react to President Trump’s war on global trade by turning their backs on US assets… as well as equities and cryptocurrencies
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Fidelity Japan opens to bids for potential merger
It received proposals from several interested parties following AVI Japan Opportunities bid earlier this month
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Asset managers must adapt to rapidly changing investor behaviour
Shifting behaviour from retail investors and wealth managers alike is challenging the status quo for traditional asset managers and those who don’t keep pace with the rate of change risk getting left behind
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Bitwise lists set of crypto ETPs on London Stock Exchange
Some of Europe’s largest crypto ETPs are now available in the UK as ‘institutional investors increasingly allocate to digital assets’
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UK inflation eases to 2.6% in March
The print, which came in below expectations, could pave the way for further interest rate cuts
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Square Mile: Income most-researched outcome for advisers in Q1
Searches for income-related strategies accounted for 42.3% of all views
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Liontrust loses £1bn in first week of April
The firm lost more assets by April than it did in the whole of 2024 as holdings slide 12.2% amid US tariff volatility
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AJ Bell drops RLAM, Fidelity and Schroders funds from buy list
While the investment platform added the £1bn Schroder Asian Alpha Plus fund to its Favoured Funds list
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Saba Capital to exit ESCT through tender offer
European Smaller Companies Trust will launch a tender offer for up to 42.5% of its shares after talks between the board and Saba
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Third party MPS providers grab market share despite insourcing movement
Outsourcers are still the main drivers of asset growth in MPS, according to ISS Market Intelligence report
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LondonMetric tables £674m bid for Urban Logistics REIT
17% premium to SHED’s share price
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Polar Capital reports 10% AUM fall in ‘difficult’ first quarter
AUM fell £2.4bn amid increased global volatility and uncertainty in Q1
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Neil Woodford to launch investment strategy platform
Woodford resurfaced last year following the collapse of the Woodford Equity Income fund in 2019
Analysis
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Asset managers must adapt to rapidly changing investor behaviour
Shifting behaviour from retail investors and wealth managers alike is challenging the status quo for traditional asset managers and those who don’t keep pace with the rate of change risk getting left behind
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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
Investments
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Fund manager profile: Liontrust’s Samantha Gleave on making Europe great again
Samantha Gleave, co-manager of the Liontrust European Dynamic fund, on the changing sentiment towards European equities
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Safe haven no more? ‘US Treasuries are behaving like distressed assets’
Investors react to President Trump’s war on global trade by turning their backs on US assets… as well as equities and cryptocurrencies
-
Square Mile: Income most-researched outcome for advisers in Q1
Searches for income-related strategies accounted for 42.3% of all views
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Third party MPS providers grab market share despite insourcing movement
Outsourcers are still the main drivers of asset growth in MPS, according to ISS Market Intelligence report
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Track to the Future – with L&G’s Ben Cherrington
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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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
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
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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
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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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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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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.
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