Latest Stories
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News
Quilter Monthly Income adds EMD amid allocation changes
Firm has split its fixed income exposure into four, rather than using a single broad index
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News
Neuberger Berman hires ex-Schroders global fixed income head
Paul Grainger joins Neuberger Berman after departing Schroders last year
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News
BNP Paribas launches sustainable forestry fund
BNP Paribas launches sustainable forestry fund alongside International Woodland Company
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Companies
Former Montanaro business development head launches distribution firm
Tom Norman-Butler spent 15 years at Montanaro before launching Beechtree Capital
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Companies
Ninety One acquires Sanlam Investment Management
It will take over management of its £17bn in assets under management
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News
PwC: 81% of wealth managers are eyeing up consolidation or M&A
There is an ‘urgent need’ for firms to adopt ‘transformational’ new technology, and consolidation is the fastest route
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News
Miton UK MicroCap board proposes wind up
Shareholders raised concerns over the size and liquidity of the trust following its 2024 redemption point
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News
Abrdn appoints Xavier Meyer as investments CEO in restructure
Follows £3.1bn net outflows in Q3 results last month
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Investment
Finsbury Growth & Income weighs up ‘tactical opportunities’ in UK stockmarket
Manager Nick Train looks to deploy cash into ‘one or two’ new holdings
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Investment
‘More than we imagined’: Ark Invest Europe reflects on Rize deal
Ark Invest Europe head and co-founder of Rize ETF Stuart Forbes sat down with Portfolio Adviser to reflect on Ark’s first year in Europe
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News
Royal London revamps governed portfolio range
Simplifies options and adds a 100% equity offering to range
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News
Ouajnat Karim becomes new CEO of AXA IM UK
She was appointed COO and global head of oversight earlier this year, and now takes charge from outgoing CEO Marcello Arona
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News
Fidelity International to adopt FCA Sustainability Focus label for three funds
Label will apply to Fidelity’s sustainable UK, global and European Equity funds
Fixed Income Insight Centre
Sponsored by
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Partner Content by Fidelity International
Navigating bond markets in a volatile post-election market
Rates decision-making just got more difficult, we play for lower yields and steeper curves
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Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year
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Partner Content by Fidelity International
It’s time to lock in these yields… while you still can
With interest rates falling, and there are almost certainly more to go, we think the time is right to be leaning long in interest rate risk
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What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’
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Partner Content by Fidelity International
From cash to corporate bonds
Investors have piled into cash and money market funds following the meteoric rise in rates from 2022
Analysis
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PA Analysis
Will Trump’s return to the White House derail the green agenda?
The iShares Clean Energy ETF, a barometer for sentiment in the sector, has already dropped over 10% since former president’s re-election
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Investment
Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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Investment
Demystifying credit: CVC Income & Growth’s Pieter Staelens on asset class misperceptions
Pieter Staelens discussses why investors still have misperceptions around credit following the GFC
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PA Analysis
How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
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PA Analysis
Women could add $3.22trn to markets in ‘wealth boom’ – if the industry wasn’t complacent
Female investors could up financial service revenues by $700bn, but wealth managers are overlooking this untapped demographic
Investments
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Investment
Macro matters: India’s tax glitch
Despite offering exciting opportunities, foreign investors may not be aware that a percentage of their return is subject to local capital gains tax
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Investment
Carne Group: Asset managers expect ‘significant increase’ to margin pressure over next two years
Traditional managers set to be hit harder, according to Q3 survey
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Opinion
Square Mile’s Fund Selector: IA UK smaller companies funds to watch
Square Mile’s John Monaghan checks out the top performers and compelling newcomers
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Investment
Investment trusts: Growth story in Japan
The cyclical leaders that dominate Japan’s equity market and drove its recent rally could recede as growth stocks take centre stage once more
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Investment
Small caps: The rise of the pocket rockets
Almost 200 smaller companies beat the ‘magnificent seven’ last year, despite big tech hogging the limelight
Funds
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Funds
RSMR awards three new ratings to Royal London, Dodge & Cox and L&G funds
The three fixed income funds are first-time entrants
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Investment
Are the negative flows from UK equity funds justified?
Outflows of £666m were seen from UK equity funds during the month of September alone, according to Calastone data
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Funds
Bestinvest: Liontrust, M&G and BlackRock mandates join Best Funds list for first time
JPM UK Equity Core, Alliance Trust, SPDR MSCI ACWI ETF and Xtrackers S&P 500 Equal Weight ETF also made the grade since March 2024
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PA Analysis
The 15% of US funds that beat the S&P 500 over the past decade
How did these 20 active funds succeed where so many others failed?
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Funds
Ninety One Diversified Income promoted to Hargreaves Wealth List
The £845m fund is a good option for ‘cautious investors looking for an alternative to cash as rates fall’
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Funds
Peter Rutter’s new firm loses key mandate
Ironbark withdrew two fund mandates that Rutter took with him from RLAM
PA Plus
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PA Plus
Active in Five: Vanguard
In this Active in Five, Andrew Surrey, active distribution lead at Vanguard, looks at the guiding principles of the active team when partnering with these firms.
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PA Plus
CCLA: Looking beyond the metrics
For sustainable funds to make a genuine difference, CCLA’s James Corah argues they need to look beyond relying on certain metrics.
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PA Plus
Baker Steel: Gold rally shows no signs of slowing
Gold prices continue to go from strength to strength, yet investors looking for the greatest returns should look to the miners themselves, says Baker Steel’s Cosmo Sturge.
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PA Plus
Fund in Five: Royal London Global Sustainable Equity Fund
In this fund in five, George Crowdy, co-manager of the Royal London Sustainable Equity fund, discusses the wider investment universe the portfolio can invest in.
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PA Plus
Maintaining a strategic allocation to real assets
Watch Michelle Butler of Cohen & Steers discuss the firm’s global macroeconomic outlook and opportunities in real assets.
Events
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PA Fixed Income
6 February 2025Pan Pacific, London -
PA Emerging Markets
6 March 2025Pan Pacific London -
PA Channel Islands
13 March 2025Radisson Blu Waterfront, Jersey -
PA Nordics
13 March 2025The Thief, Oslo -
PA Spring Congress
19 March 2025South Lodge Hotel, Horsham -
Beyond Finance Awards
20 March 2025
Magazines
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November 2024
The reluctance of platforms to allow fractional trading is having an outsized impact on smaller-value clients
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October 2024
With less than a month before the 5 November polling date, a question mark hangs over the continued dominance of US equities
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September 2024
Are bumper fees and regulatory hurdles deterring retail investors from taking the leap into private markets?
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June 2024
Amid the tough operating environment for smaller asset managers, a swathe of new firms are coming to market.
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May 2024
Crash test: Industry calls for FCA consultation amid trust test-taking debate
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April 2024
(Another) new dawn in Japan? Why asset managers, fund selectors and CIOs believe it really is different this time
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March 2024
On the month of International Women’s Day, how can we keep the momentum going towards gender parity?
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February 2024
This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the beginning of 2020, and by 30.9% over…
