Latest Stories
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PA Analysis
How do asset managers logistically prepare for major events?
After a record year of elections, how do asset managers prepare for the inevitable wave of client requests in the wake of major events?
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News
Inflation rises to 2.6% as fuel prices mount
The Consumer Price Index rose yet again in November as fuel costs increased, making an interest rate cut unlikely
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News
FCA consults on ‘PISCES’ private stockmarket
Chancellor proposed the idea at her Mansion House speech last month
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News
Quilter Cheviot selects Nick Wood as head of regional offices
Richard Thorn to retire after near four decades with Quilter Cheviot
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News
TILLIT adds five funds to platform
Funds include biotech, global, US, multi asset and UK mandates
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News
BNP Paribas appoints two investment directors to private debt team
Expands offering with unitranche strategy
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News
Jupiter hires Lombard Odier’s Tyler as head of UK
Current Lombard Odier IM head of UK wholesale will take up the role in spring 2025
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News
UK economy contracts 0.1% in October
Falling below expectations of a modest 0.1% increase, according to the ONS
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News
Weekly Outlook: UK inflation and interest rate decisions
Key events for wealth managers in the week of 16 December
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News
ECB cuts interest rates to 3%
The 25 basis points cut is the fourth carried out by the central bank this year
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News
Columbia Threadneedle’s Steven Bell to retire in 2025
The chief economist will depart in March after over 11 years at the firm
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News
Average investment trust discount widens despite record share buybacks
A record 10 mergers occurred in 2024 while five trusts were liquidated
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News
First Trust rolls out aerospace and semiconductor ETFs
Bringing First Trust’s total UCITS ETF range up to 36 products
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News
Former Comgest CEO launches boutique Aecus Partners
Arnaud Cosserat launches firm alongside former Comgest trio
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Analysis
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PA Analysis
How do asset managers logistically prepare for major events?
After a record year of elections, how do asset managers prepare for the inevitable wave of client requests in the wake of major events?
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PA Analysis
The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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PA Analysis
Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
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PA Analysis
Dimensional’s Dai: Indices not as passive as they appear
Trading as an index rebalances is ‘like buying roses on Valentine’s Day’, Dimensional’s Dai says
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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
Investments
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Opinion
Square Mile’s Fund Selector: IA Asia Pacific ex Japan funds to watch
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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Investment
AJ Bell: Passive funds ‘eating the lunch’ of active managers
Just a third of active funds outperform passive across a decade
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Opinion
Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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ESG
Generation next with Charlotte Cuthbertson: ‘Have faith in your convictions’
Co-manager of Migo Opportunities Trust explains why she would like to see investment trusts play a bigger role in portfolios and how important it is to be yourself
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Investment
View from the top with PGIM’s Matt Shafer: Mission possible
PGIM’s head of international distribution is tasked with extending the US intermediary’s reach across Europe, the UK and Asia
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
South West Congress 2024: Interview with Aegon’s Colin Finlayson
Speaking at South West Congress, Colin Finlayson, investment manager at Aegon Asset Management, discusses the outlook for fixed income markets, the key risks facing bonds and the best way to take advantage of opportunities across the asset class.
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PA Plus
Bitesize: Why now for global small caps
In this Bitesize video, Kirsty Desson, investment director, global smaller companies at abdrn, looks at the factors driving the performance of global small caps and why now is a good time to be holding the asset class.
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PA Plus
Bitesize: The case for fixed income
In this Bitesize video, Luke Hickmore, investment director, fixed income at abdrn, gives his outlook for fixed income markets and what he is subsequently doing with his bond allocation.
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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.
Events
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PA LIVE: A world of higher inflation
6 February 2025Pan Pacific, London -
PA Live: Slicing the regional pie
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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December 2024
As Europe remains clouded by political and economic woes, keen-eyed investors are on the lookout for value
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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?
