Private equity trusts languishing on double-digit discounts despite rebound in risk appetite
Investors’ attraction to private assets has grown thanks to the likes of Scottish Mortgage
Analysis
-
-
Should advisers be required to get a Covid vaccine?
‘We all have a responsibility to ensure that the health and safety of both clients and staff is put first’
-
Patience wearing thin with FCA’s snail-like progress two years on from Woodford fund suspension
City watchdog must ‘recognise its own failings in this saga and not just act as judge, jury and executioner’
-
Can emerging markets recover from disappointing reflation trade performance?
The biggest problem may be that risk appetite doesn’t revive and they struggle to draw in cautious investors
-
Has focus on Covid blinded investors to geopolitical risks?
Blackrock’s Geopolitical Risk Dashboard is at a four-year low meaning flare-ups could catch investors off guard more than usual
-
Are tech valuations at an inflection point?
Internet and clean tech bubbles of the late 90’s and 00’s show share prices can go sideways despite companies playing into attractive themes
-
Improving dividend picture fails to revitalise lagging global equity income sector
The long-term underperformance of global equity income funds is significant
-
Fund buyers grow weary of European equities over patchy vaccine rollout
Last Word Research shows UK fund selectors are flip-flopping on European stocks while showing renewed appetite for US equities
-
Industry wary of opening Pandora’s box with AIFMD tinkering
Regulators risk denting a regime that has been working successfully
-
‘Fear gauge’ ramps up as investors brace for inflation spike and taper tantrum
EPFR data reveals cumulative flows into Vix strategies hit $17bn last month
-
Has the alternative income story run its course?
Scarcity of yield has caused a lot of capital to chase relatively few assets and left valuations stretched
-
Active holds back passive deluge as reopening trade gives managers chance to shine
Thematic ETFs are proving popular but reopening trade is seen as an opportunity for active management
