Latest Stories
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Natixis: German fiscal ‘bazooka’ makes European bonds ‘a lot more interesting’
‘At last, Germany will spend’, said panellists at the Natixis Thought Leadership Summit
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Where next for European stocks after Trump punishes carmakers?
European stockmarkets closed at a record high in March, But, with tariffs on the horizon, is the market rally sustainable?
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Troy Asset Management promotes Yonge and Boniek to co-managers
Charlotte Yonge and Tomasz Boniek have been named co-managers on Troy’s multi-asset and global income mandates respectively
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Warehouse REIT receives £489m offer from Blackstone
The final indicative offer comes at a 39.6% premium to Warehouse REIT’s share price
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Vanguard launches global bond ETF excluding central bank buying
It disregards bonds held by the Federal Reserve, Bank of England, Bank of Canada and Bank of Japan
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments announced by chancellor Rachel Reeves
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Montanaro European Smaller Companies initiates strategic measures
The measures include introducing regular tender offers, an active share buy back policy, and reducing management fees
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River Road brings US large cap value fund to UK market
Exclusive: Boutique Capital Partners supporting River Road with UK distribution
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Fidelity Japan Trust manager Nick Price to retire
Price spent 30 years with Fidelity after joining the firm’s Tokyo office in 1993
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Spring Statement 2025: ISA reform prospects welcomed as ‘a real opportunity’
Government committing to look at options for reform
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Spring Statement 2025: UK economic growth forecasts halve to 1%
OBR cuts GDP expectations amid elevated global uncertainty
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Spring Statement 2025: Chancellor announces extra £2.2bn in defence spending
As part of plans to increase defence spending to 2.5% of GDP from April 2027
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Achilles requisitions Urban Logistics REIT over internalisation proposal
The activist investor, alongside Waverton, TR Property IT and Harwood, are calling for board changes and a strategic review
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‘Road ahead is anything but smooth’ as UK inflation dips
ONS figures show inflation fell to 2.8% in 12 months to February
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Parliamentary group calls for inquiry into FCA’s handling of Woodford
Group alleges the FCA failed to act appropriately in the lead-up to and after the collapse of Woodford Equity Income fund
Analysis
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Where next for European stocks after Trump punishes carmakers?
European stockmarkets closed at a record high in March, But, with tariffs on the horizon, is the market rally sustainable?
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Spring Statement 2025: What to expect from the chancellor’s speech
Rachel Reeves could be forced to make some ‘unpopular decisions’
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Square Mile’s fund selector: IA UK All Companies
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Q&A: What does Foresight’s acquisition of WHEB mean for the future?
George Latham, managing partner at WHEB, explains why cultural alignment was crucial
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Macro matters: Is IA Latin America in terminal decline?
The sector could face closure just four years after it was launched as the number of funds dwindles
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25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
Investments
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Investment trusts: Ain’t no discount wide enough
Discounts stretched ever-further in 2024 despite boards launching the highest levels of share buybacks, mergers and liquidations in the sector’s history
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Where next for European stocks after Trump punishes carmakers?
European stockmarkets closed at a record high in March, But, with tariffs on the horizon, is the market rally sustainable?
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River Road brings US large cap value fund to UK market
Exclusive: Boutique Capital Partners supporting River Road with UK distribution
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Schroder UK Mid Cap trust announces strategic measures
Reducing management fee and refreshing buyback policy
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Patria and Foresight trusts join AIC’s ‘dividend heroes’ list
‘A notable achievement over a turbulent time for markets’
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Trump tariffs loom large over US small caps
A renewed bout of inflation from tariffs could diminish any hopes of a resurgence in US small caps
Funds
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Spot the Dog: Number of underperforming mega funds on the rise
Fifteen funds worth over £1bn each accounted for 59.6% of the assets of all funds that underperformed over the past three years
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The best performing funds of 2024
Funds investing in US tech topped the charts in 2024, but some more specialist portfolios also delivered outsized returns
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Property funds awarded ‘recommended’ ratings by Square Mile in November review
The TR Property Investment Trust and L&G’s Global Real Estate Dividend Index fund were highlighted
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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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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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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
PA Plus
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Trust Talk with William MacLeod, managing director, commercial, Gravis
With the deadline to respond to the FCA’s CCI consultation approaching on 20 March, Gravis managing director William Macleod discusses how the Cost Disclosure campaign group will respond, and why he believes investment trusts should not fall under the new regime’s scope.
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Trust Talk with Richard Stone, CEO, AIC
In the first episode of this new series, the AIC’s Richard Stone discusses shareholder engagement and whether there are any lessons to be learned from shareholder activism in the investment trust sector.
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Fund in Five: Artemis Corporate Bond Fund
In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.
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South West Congress 2024: Interview with AXA IM’s Anna Väänänen
Speaking at South West Congress, Anna Väänänen, head of listed impact equity at AXA Investment Managers, discusses the difference between impact investing in listed and private equity, how impact investing works within listed equities and what the next steps in impact are for the asset class.
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Northern Congress 2024: Interview with First Eagle’s Bill Hench
Speaking at Northern Congress, Bill Hench, head of the small-cap team and portfolio manager at First Eagle Investments, discusses why US small-cap value is a compelling investment opportunity, what he looks for in an attractive stock and why investors should consider the First Eagle US Small Cap Opportunity fund.
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Fund in Five: T. Rowe Price US Smaller Companies Equity Portfolio
In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a “once in generation” valuation level relative to large-caps.
Events
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PA Live Dublin: The future for boutiques
1 May 2025Radisson Royal, Dublin -
PA Summer Congress
14 May 2025South Lodge Hotel, Horsham -
PA LIVE: Alternatives as a diversifier
5 June 2025Pan Pacific London -
PA Autumn Congress
24 September 2025South Lodge Hotel, Horsham