Bestinvest: Investors favour passive equity funds in October
Only two of top 10 most purchased funds – Fundsmith Equity and Loomis Sayles US Equity Leaders – were actively managed
equities
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Calastone: Equity funds shed most money since mini-Budget crisis
The sixth consecutive month of net selling saw £1.2bn of outflows
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‘Volatility will likely pick up again’: Fed holds fire again as Powell strikes more dovish tone
Chair Jerome Powell’s commentary was where interest lay
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Premier Miton acquires equities boutique Tellworth Investments
The deal brings in £559m of assets
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Columbia Threadneedle: Volatility ahead as consumer resilience finally runs out
Investment manager Anthony Willis’ investment outlook
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PGIM: 58% of allocators intending to increase bond exposure in 2024
Half of all allocators plan to boost green bond positions, while 43% intend to allocate towards sovereign debt
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How to benefit from the ‘misery’ created by technology
VT De Lisle America fund’s manager Richard de Lisle discusses opportunities arising from Generation X escapism
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Lipper: Bonds continue to dominate in September as active funds suffer again
Equities funds collectively shed a net £1.62bn
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Schroders’ Ekwue: Smaller companies are coming out of the wilderness
Uzo Ekwue, co-manager of Schroders British Opportunities, backs small-cap public and private equities in the UK
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Fitz Partners: One in six fund share classes have changed fees in past year
The Fitz database contains around 40,000 share classes
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Columbia Threadneedle Fund Watch: Recovery seen in top quartile consistency
Guinness Global Energy was the top performing fund across the IA universe
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Jupiter sees £1bn of outflows in third quarter as ‘macro uncertainty’ persists
Firm will implement fee changes from early 2024
