Should investment trusts become the norm for IFAs?
Financial advisers have ‘duty’ to analyse all asset classes when building client portfolios
Liquidity
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Merian to shift unquoteds into trust in light of Woodford
£100m fundraise will help Chrysalis buy unquoteds from open-ended range
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Is private equity the next frontier for retail investors?
Yields look tempting but risk awareness is paramount
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Seven Ucits funds face Woodford-style liquidity risk
MSCI finds large equity funds similar in structure to Woodford Equity Income
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Retirees holding Woodford fund face ‘decumulation’ nightmare
‘Our advice to clients would be to reassess withdrawal rates now’
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Woodford dampens European selector enthusiasm for illiquids
‘We would ideally not hold any illiquid assets in our client portfolios’
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Woodford offers feeble excuse on small-caps as fund remains suspended
Explanation for why certain positions swelled ‘defies economic logic’
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H2O buoyed as Morningstar reinstates rating on troubled fund
‘The fund has continuously exceeded its prospectus target volatility range’
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Will more independent oversight prevent the next Woodford blow-up?
Most directors clueless on liquidity risks that led to implosion of equity income favourite
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A breakdown of the H2O liquidity crisis
Natixis subsidiary’s bond funds far outperformed peers
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H2O moves to stem outflows after liquidity issues
Reduces non-rated private bond exposure and introduces swing pricing
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Woodford and Gam woes highlight ‘stranglehold’ of daily dealing funds
Should the industry consider monthly dealing funds?