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
US Equities
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IA fund universe suffers £2.7bn net outflows in February
All major asset classes suffered a second consecutive month of net withdrawals
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Calastone: UK investors ditch home market for US equities at record rate
Net inflows to North American funds were higher over the last four months than in the previous nine years combined
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Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
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Abrdn American Income Equity closes after largest shareholder exits
The divestment took a substantial portion of the fund’s assets, making it ‘no longer commercially viable’
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Morgan Stanley rolls out three Article 8 strategies
Global equity, US equity, and high yield bond strategies to be run by Calvert Research and Management
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JP Morgan launches three US-dedicated active ETFs
The firm is blending several of its existing strategies to create three new funds investing in US equities
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Macro matters: Is an Atlantic drift on the cards?
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
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AJ Bell ups bonds exposure and cuts weighting to US equities
Firm reveals asset allocation changes in latest review
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Calastone: UK investors pile into US equity funds in December
While 2023 flows as a whole belonged to money market strategies
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The funds that made and lost the most money in 2023
Some funds were flooded with fresh cash last year, while the likes of Fundsmith Equity and Liontrust Special Situations lost billions
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Invesco’s head of global equities: What could go right in 2024?
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon