Latest Stories
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Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
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AJ Bell’s assets hit record high of £90.3bn
Assets under administration for its platforms business were up 13% over the past year despite market uncertainty
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FCA to cut 70% of capital rules for investment firms
The current regulation is designed for banks, making them overly complex and an ‘unnecessary burdens on firms’
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Sustainable funds suffer worst quarter of outflows on record
Even long-standing support from Europe was retracted, marking the region’s first quarter of divestment since 2018
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Jupiter’s assets fall £1bn in first quarter
Its losses more than doubled to £2.3bn in April as tariffs plunged markets into uncertainty
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BlackRock American Income becomes first trust to adopt systematic strategy
The new AI-led approach will drop fees from 0.7% to 0.35% following a period of underperformance
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Quilter sees 181% jump in Q1 net inflows
But warns continued market volatility may affect full-year results
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Evelyn Partners hires former Paddy Power Betfair CFO
Alex Gresh has led multiple firms through transitional stages such as Cazoo and Sportsradar
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Nomura acquires Macquarie’s US and European business for $1.8bn
The deal will boost Nomura’s assets by 30.5% to $770bn as the Japanese firm expands its global reach
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Weekly Outlook: Tesla and Amazon kick off first-quarter earnings season
Key events for wealth managers in the week beginning 21 April
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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
Analysis
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Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
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Embodied AI: The race to build robots that think, move – and earn
But what are the risks and opportunities for investors in this new technological space?
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US trade tariffs trigger rocky ride for dollar
Capital Economics’ Neil Shearing spoke to delegates at the Portfolio Adviser Spring Congress about US trade tariffs, Europe’s stagnant economy and the outlook for inflation and interest rates
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Two-thirds of advice firms plan to invest more in AI
Biggest opportunities are in simplifying the advice process,, enhancing compliance efforts and improving marketing and lead generation
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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
Investments
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View from the top with Jupiter’s Kiran Nandra: Leading by example
The head of equities discusses 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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BlackRock American Income becomes first trust to adopt systematic strategy
The new AI-led approach will drop fees from 0.7% to 0.35% following a period of underperformance
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Hidden gems: Three below-radar funds in the IA UK All Companies
Spotlight on the small funds that are flying above market returns but below investors’ radars
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HSBC AM launches pair of emerging market equity index funds
They are exposed to 24 emerging market economies covering 85% of the free float-adjusted market capitalisation in each country
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Macro matters: The big deal
Will a US/Ukraine mineral deal ultimately act as a stimulus or inject yet more volatility into an already fraught global commodity market?
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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
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