Hidden gems: Five below-radar funds in the IA Volatility Managed sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
multi-asset
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MPS: Smaller-value clients face restricted access
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
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ARC: Positive gold sentiment not reflected in portfolio weightings
Three quarters of wealth managers have under 2.5% gold exposure
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H1 results: abrdn posts 7% dip in net revenue but sees 2% uptick in AUMA
The business was impacted by outflows and lower margins in its Investments arm
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‘Worst is behind us’: Why T Rowe Price is upping equity allocation in multi-asset portfolios
Weightings to government bonds and cash reduced
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Premier Miton’s Ian Rees becomes sole head of multi-manager team
Rees currently co-heads team with David Hambidge
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7IM adds ‘trend following’ strategy to multi-asset range
7IM said trend strategies have delivered strong performance
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Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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Nearly all advisers expect their use of DFMs to increase
Consumer Duty playing a role in driving the trend
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Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
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UK model portfolio purchases outstrip overall fund sales
Tatton Investments ranks as best-selling model provider for the period
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Branching Out: Aegon’s Royal Scot Nick Edwardson on handling high-pressure situations
Senior investment specialist discusses his journey from the army into financial services
