Latest Stories
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News
FCA remodels capital raising rules in bid to boost UK markets
Companies won’t be required to publish a prospectus for capital raising below 75% of the total of existing shares
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Companies
Jupiter: Chrysalis and Whitmore exits cause £3.4bn outflow
Underlying net outflows were just £0.2m, excluding the impact of the departures, with positive flows in retail and wholesale
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Investment
AllianzGI’s Maisonneuve: Why China still has a place in portfolios despite tariff threat
Global CIO equity discusses the outlook for EVs and Chinese equities amid ongoing volatility
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News
Guinness partners with HANetf to manage active sustainable energy ETF
ETF to mirror Guinness Sustainable Energy fund
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Investment
FCA fines Coinbase UK subsidiary £3.5m for onboarding high-risk clients
CB Payments Limited onboarded more than 13,000 high-risk clients who executed $226m worth of transactions
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News
Three portfolio managers to exit AllianzGI
Joe Pak, Ravin Seeneevassen, and Jack Norris will leave the company
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ESG
Cycling superstar: MAFM’s Keevill helps to raise tens of thousands for Elizabeth’s Smile
The operations director cycled from Brussels to Amsterdam to raise money for children grieving their parents
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News
Hugh Cuthbert leaves SVM after 18 years
James Sym has taken over management of the SVM Continental Europe fund
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News
Activist attempt to block DSM wind-down voted against by independent adviser
Assessment comes less than two weeks before a requisitioned general meeting to vote on the proposed plans
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News
CG Asset Management promotes two new fund managers
Hassan Raza and Emma Moriarty take on leadership of four funds
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Investment
FE Fundinfo: Tech and value funds receive top ratings in July Crown rebalance
Royal London received the most ‘five crown’ ratings by fund group, while four M&G strategies were downgraded
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News
AQR launches Article 8 market neutral fund
Strategy will hold a long portfolio with an attractive ESG profile, while shorting companies with a poor ESG profile
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News
‘More erratic than a learner driver’: Tesla misses earnings expectations for fourth consecutive quarter
The 45% profit fall led to a 7.8% share price drop during after-hours trading
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PA Analysis
Fidelity’s Marcel Stötzel: What the next steps are for tech innovation
Stötzel talks tech, interest rates and innovation cycles
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News
Interactive Investor: Investors favour global equity funds in new Top 50 Fund Index
20 investment trusts on list of 50 most popular funds
Analysis
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PA Analysis
Fidelity’s Marcel Stötzel: What the next steps are for tech innovation
Stötzel talks tech, interest rates and innovation cycles
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PA Analysis
Can we expect broader consolidation among investment trusts?
The investment trust sector is increasingly willing to take difficult choices to deliver shareholder value
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PA Analysis
What will the French election result mean for financial markets?
Potential for broader political instability across Europe
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PA Analysis
How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry ponders effect of Labour majority on UK equities and gilts
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PA Analysis
Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers
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PA Analysis
Could the UK small-cap revival be a ‘self-perpetuating cycle’?
Appetite for UK smaller companies has improved, but risks remain
Investments
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ESG
Discounting net zero: Investment trust sector ‘re-embracing’ ESG values
JTC Groups’ Simon Gordon explains how the renewables trust sector is showing signs of recovery
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Investment
FE Fundinfo: Tech and value funds receive top ratings in July Crown rebalance
Royal London received the most ‘five crown’ ratings by fund group, while four M&G strategies were downgraded
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Opinion
Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Investment
Macro matters: Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
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Diversity
Vulnerable clients: How can the unseen be seen by wealth managers?
Given all clients have the potential to be vulnerable, why are so many firms failing to acknowledge the existence of at-risk investors?
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Investment
69% of advisers are unprepared for the biggest wealth transfer in history
Older generations are set to pass down $72.6trn over the next 20 years, but advisers will only capture £5.5trn of it
Funds
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Funds
Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Funds
Mobeus proposes merger of four funds into two
Its income and growth VCTS could combine into new funds worth £190.8m and £128.8m
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News
Tellworth’s Mark Barnett leaves after Premier Miton acquisition
The new holding company replaces him with two of its own managers, Emma Mogford and Mahgul Ansari
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News
Lazard launches US small cap fund
It is an ‘exceptionally fertile’ time to invest in mispriced smaller companies
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Funds
LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
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Funds
RSMR cuts ratings for six funds in March review
The Abrdn Asia Pacific Equity and Baillie Gifford Global Discovery funds had ratings stripped over performance concerns
PA Plus
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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.
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PA Plus
Fund in Five: Artemis Short-Duration Strategic Bond Fund
In this Fund in Five, Stephen Snowden, Fund Manager and Head of Fixed Income, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative.
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PA Plus
The Diversifiers: Alan Gauld, Patria Private Equity Trust
Alan Gauld, lead manager of the Patria Private Equity Trust, argues the case for why private equity should play a role in any diversified portfolio.
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PA Plus
The Launch Pad: Eric Papesh, T Rowe Price US Structured Research Equity fund
In the third of the new series, Adam Lewis talks to Eric Papesh, US equity specialist at T Rowe Price.
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PA Plus
Interview with Fiona Harris
Fiona Harris, investment specialist on the JP Morgan American Investment Trust, discusses the drivers of performance over the last year and where the fund is currently finding the best investment opportunities.
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PA Plus
Meet the asset allocators: Peter Dalgliesh, Parmenion IM
Peter Dalgliesh, chief investment officer at Parmenion IM, discusses why it’s hasty to conclude that 60/40 investing is dead and the Knight of the Realm he believes would make a good portfolio adviser.
Events
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PA Fixed Income
19 September 2024Pan Pacific London -
PA Autumn Congress
25 September 2024South Lodge Hotel, Horsham -
PA Channel Islands
3 October 2024Radisson Blu Waterfront, Jersey -
PA Alternatives
3 October 2024Pan Pacific London -
PA Northern Congress
10 October 2024DoubleTree by Hilton Leeds City Centre -
PA ESG
17 October 2024Pan Pacific London
Magazines
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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…
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December 2023
This month’s cover story raises the question of whether platforms should prevent investors from buying into certain funds or trusts, if they deem them not to provide fair value or to put consumers’ capital at unreasonable levels of risk. While the topic is controversial, with strong opinions on either side of the debate, it highlights…
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November 2023
This month’s cover story is focused on fund manager turnover in the industry. What has sparked the recent spate of fund manager departures, how can a firm best execute and communicate a change in personnel and – most importantly for DFMs and fund selectors – what will the future cohort of managers look like? Portfolio…