Selection tactics for messy bond markets
Bruising market conditions have led some fund buyers to opt for strategic fixed income allocation
Volatility
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Nucleus and Brooks Macdonald inflows soften as volatility picks up
Platform’s net inflows drop 10% quarter on quarter, while DFM’s UK growth halves
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Surprisingly strong flows boost Ashmore shares
Emerging market debt leads inflows at the specialist fund house
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Volatility could hit entrenched DFM and adviser relationships
Advice firms could become more discriminatory in their wealth manager due diligence when the economic cycle shifts.
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SLI Gars hits back at ‘sniping’ media in performance update
Standard Life Investment’s Global Absolute Return Strategy (Gars) has admitted prepping too early for the end of the cycle and vented about the level of media attention on its multi-billion pound outflows.
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Market volatility putting thousands of UK pension pots at risk
Thousands of people in drawdown are not adjusting their pension income levels to account for market volatility, leading to fears they could drain their retirement pots too quickly, research from Zurich has found.
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The secret to achieving consistent income
Volatility is one of the key metrics we use to gauge a fund’s risk level, but what if you’re investing for income? A fund’s volatility is measured on a total return basis, so will not tell you how reliable it is in terms of both paying out and growing a steady dividend.
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The five worst performing funds in April
In April, Mark Carney cast doubt on a May rate rise, UK GDP grew at its most sluggish pace in over five years, US treasuries hit 3% and Russia faced US sanctions. So which funds had the toughest time navigating the month? Portfolio Adviser examines performance figures from FE.
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Volatility splits fund buyers
Professional fund buyers are split on whether volatility represents a threat or an opportunity for portfolios.
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Schroders’ assets drop in Q1
Schroders is the latest manager to report a hit to total assets over the first quarter as fund groups cope with higher volatility.
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SLI Gars fails to break losing streak as volatility ramps up
Standard Life Investment’s mega Global Absolute Return Strategy has ended the first quarter in negative territory, failing to beat peers in the sector as volatility across global markets spiked.
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The top five funds of Q1
The first quarter of 2018 was highly unpredictable, with pessimism and volatility creeping back into global markets, but which funds came out on top? Portfolio Adviser takes a look at data from FE to find out.