Latest Stories
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News
WHEB appoints Hans-Christoph Hirt to advisory committee
Hirt brings over 20 years experience to the committee
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News
Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
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News
Fulcrum to launch private markets LTAF
LTAF to be offered with a flat fee launching 29 November
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News
RLAM hires former Aviva Investors global equities trio
Richard Saldanha, Francois de Bruin and Matt Kirby join RLAM, while Mike Fox has been named as head of equities
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News
Morgan Stanley co-head appointed CEO of PGIM
Jacques Chappuis’ expertise in acquisitions made him the prime candidate to lead PGIM’s growth
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News
Weekly Outlook: SSE and Burberry first-half results
Key events for wealth managers in the week beginning 11 November
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News
James Rainbow to leave Schroders as Phil Middleton takes over as UK head
Middleton has spent the last four years working in the US
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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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News
Rachel Reeves: ‘We’re not coming back with more tax increases or borrowing’
The Autumn Budget was a ‘once in a Parliament reset’ to get public finances in order
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Economics
Investment industry urges BoE to tread carefully following interest rate cut decision
The Monetary Policy Committee voted 8-1 in favour of a 25 basis-point cut to 4.75%
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News
Schroders Personal Wealth drops multi-manager model
Adopting a single manager approach on the £14.3bn fund range is ‘the most appropriate strategy going forward’
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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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Investment
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
Fixed Income Insight Centre
Sponsored by
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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
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Partner Content by Fidelity International
Labour’s first budget – Potential Truss 2.0 or benign for markets?
With the new Labour Chancellor Rachel Reeves’s first post-election budget fast approaching, there has been some speculation that recent increases in Gilt yields over the past month could be indicative of investors anticipating a ‘Truss 2.0’ budget fiasco
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Fidelity Sterling Corporate Bond Fund
In this Fund in Five, Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why falling interest rates, and an attractive starting level of yield, are increasing the investment case for the asset class
Analysis
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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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Investment
Are platforms hampering the investment trust cost disclosure victory?
The likes of Hargreaves Lansdown are continuing to require the Mifid template from investment companies
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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
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PA Analysis
Is the ECB ‘behind the curve’ with ‘hesitant’ interest rate cut?
Investors will likely ‘remain in the dark before each upcoming meeting’ until the end of the year, according to experts
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PA Analysis
Are fixed income funds the panacea, or are they too expensive?
Concerns have begun to emerge on valuation grounds, write Cherry Reynard
Investments
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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
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Investment
View from the top with Impax AM’s Ian Simm: Follow your heart
The CEO discusses his trajectory from a tandem bike ride across the Sahara to being one of the pioneer investors focusing on transitioning to a sustainable economy
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Investment
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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Investment
Hidden gems: Five below-radar funds in the global EM sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Investment
Beneath the bonnet: The case for Yihai International, Jollyes and EM healthcare
Three fund managers on stocks that are whetting their appetite
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 Southwest Congress
14 November 2024The Manor House, Chippenham -
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
Magazines
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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…
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January 2024
For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the cap spectrum, with the MSCI United Kingdom…
