Leslie Alba: Back to base rates with the ‘Rule of 72’
The current environment demands a focused approach to portfolio construction and a grounding in base rates
Morningstar
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Praemium sells UK and international arm to Morningstar for £35m
‘Praemium’s digital-first capabilities will allow us to reduce friction, lower costs, provide more choice, and improve efficiency for advisers’
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Leslie Alba: The power of an economic recovery
All recoveries eventually end, but the key is to stay one step ahead of the pack as they mature
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Scottish Mortgage bags gold rating from Morningstar ahead of James Anderson’s retirement
£19.1bn trust’s top rating reinstated thanks to falling fund fees
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Mike Coop: What the China crackdown tells us about investing
Given the current newsflow, does China have the hallmarks of a great buying opportunity or a value trap?
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Hortense Bioy: Global assets in ESG bond funds triple to $350bn
Europe and the US have the most ESG bond funds, and passive and impact products are gaining popularity
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Morningstar promotes Mike Coop to EMEA CIO
Coop succeeds Dan Kemp in the role
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Dan Kemp: Don’t let corporate bonds leave you with egg on your face
Average sterling corporate bond fund outperformed gilts by 2.3% in the first seven months but cautious managers can’t afford to put all their eggs in one basket
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Morningstar downgrades Nick Train’s £9bn global equity fund as it falls behind rivals
Gold-rated Fundsmith Equity easily outperformed Lindsell Train Global Equity, despite having higher charges
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Dan Kemp: Always looking on the bright side of life
Without optimism, there would be no capital markets – but too much of it can be dangerous for investors
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Baillie Gifford and Vanguard surge past Blackrock for UK fund flows
But Invesco and M&G suffer with combined redemptions of £7bn in H1
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Property fund redemptions hold steady as another £186m heads out the door
M&G Property Portfolio takes biggest bruising though redemptions are down substantially from May’s £806m
