Evelyn Partners Sustainable MPS adds to Baillie Gifford and Federated Hermes global equity fund positions
Swaps out Impax Environmental Markets Investment Trust for open-ended sister fund
Asset Allocation
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Waverton’s Paris Jordan heads to Charles Stanley
Will become head of responsible investing
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Morningstar IM’s Preskett: How tight is the fee differential between active and passive?
Where does sentiment lie in terms of the ongoing active/passive debate?
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Quilter MPS ups fixed income allocation and exits UBAM impact fund due to breach
The firm continues to be underweight risk assets across all ranges
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Calastone: Equities funds shed £1.19bn in August as money markets soak up more cash
UK equities funds once again struggled to retain money
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Investors go ‘back to basics’ with allocations as confidence ticks up in Q2
Emerging market equities and debt managers delivered strongest returns
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Waverton: Why we have our lowest credit allocation since the global financial crisis
While the wealth manager sees value in gilts for the first time in years
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Two thirds of professional investors think macro investing now ‘more relevant’
Fulcrum Asset Management quizzed 205 UK and US participants
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Evelyn Partners ousts Fidelity fund and Asia Dragon trust in MPS rebalance
Changes come as part of latest rebalance of its portfolios
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Neuberger Berman launches multi-asset Tactical Macro UCITS Fund
Fund will aim for positive returns irrespective of market conditions
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Invesco: Fixed income no longer a ‘set and forget’
Sovereign investors intend to up their bond allocations in the coming year
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BlackRock ‘evolving the playbook’ due to a new macro regime
BII sees ‘different and abundant opportunities’