Calastone: Equity funds return to inflows in February
While bond funds record their third strongest month on record for inflows
Equity funds
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Calastone: Fund holding periods halve over past decade
The ‘dramatic shift’ in investor behaviour is ‘signalling a new era’ that the investment industry must adapt to
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Fund manager profile: J. Stern’s Christopher Rossbach on when stars align
Fund manager Christopher Rossbach talks about the opportunities his team is exploiting in the global economy to achieve growth
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Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September
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Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
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View From The Top with Polen Capital CEO Stan Moss: 12 years of change
Moss discusses the Somerset fund acquisition, UK expansion plans and work with Make-A-Wish Foundation
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Square Mile: US funds steering clear of concentration and political risk
High returns in the US have investors excited, but its highly-concentrated and politically volatile nature have them nervous, writes Ajay Vaid
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Investment trusts: How to spot a golden goose
With most trusts permanently trading at a discount, how can investors identify a good egg from a bad one?
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Calastone: Record ISA season boosts equity fund inflows in April
Inflows were up five times compared to last year’s ISA season
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View From The Top with Tyndall IM’s CEO Alex Odd
Odd discusses the need for boutiques within an ever-converging world, earning clients’ trust, and future plans for the business
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Calastone: January 2024 sees most bullish investor sentiment in almost three years
Investors added £2bn to equity funds in January in one of the best months on record, but Calastone warns that returning confidence ‘should be treated with caution’
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Royal London closes top-performing Global Equity Select fund
The $360m fund gained much interest from investors since launch, but seeks to ‘maintain the integrity of its investment process’ by closing off new inflows