Freedom Day: Investment opportunity or damp squib?
Travel and leisure recovery plays like IAG and TUI saw shares slump amid final easing of Covid rules
Analysis
-
-
Risky assets need a rebalance as recovery accelerates
‘Market has become less straightforward in its preferences’ with halt in rising bond yields and rotation from value to growth stocks
-
How have UK property funds’ office allocations changed over a year on from Covid?
Reports of ‘the death of the office’ may be exaggerated but pandemic has forced managers to re-evaluate types of assets they own
-
Vanguard Lifestrategy static bond allocation could prove ‘painful’ amid rising inflationary pressures
Four out of five funds have set exposure to long-dated government bonds
-
Asset managers’ net zero pledge not enough to combat climate risks
‘There is too much focus on the destination and too little focus on the journey’
-
How can asset managers address their assessment of value issues?
What the FCA’s revealing AoV report says about governance failings and how they can be remedied
-
Is the FCA’s Binance ban a blow to cryptocurrency becoming mainstream?
‘We’ve seen larger players moving their operations away from the UK to move beyond the FCA’s reach’
-
Should fund managers and board directors have skin in the game?
Scottish Mortgage reignites conversation after scrapping long-standing rule requiring directors to own shares to have a seat at the table
-
Scrapped Liontrust ESG Trust launch reflects challenging environment for fund raisings
Other high profile trusts like Tellworth British Recovery & Growth and Buffettology Smaller Companies have also failed to get off the ground
-
Have dividends lost their power to impress?
IA is reinstating yield criteria for equity income sectors but they remain widely unloved
-
Is now the time to trim exposure to ‘overvalued’ tech stocks?
After a decade of extraordinary performance, questions are being asked about how much further the rally can go
-
How does Rathbones’ acquisition of Saunderson House stack up?
The £150m deal makes Rathbones the third largest UK wealth manager, but did it pay over the odds?
