Latest Stories
-
DORE board agrees terms of cash acquisition
Bagnall Energy has made a cash offer for the renewables investment trust
-
Maven Renovar VCT board defends manager change ahead of requisitioned meeting
Board has responded to the requisition notice served by a group led by former investment manager Paul Jourdan
-
Track to the future – with Spring Capital Partners’ Malcolm Arthur
The director and founder discusses looking beyond the US, why ESG makes sense and peak passive investing
-
Jupiter shares jump on £100m CCLA acquisition
CCLA to retain brand and investment teams
-
Six new asset managers become ACT signatories
Firms can ‘define, develop, and communicate their culture more effectively’
-
Rishi Sunak takes on senior adviser role at Goldman Sachs
Rejoins firm he previously worked for as an intern and analyst before moving into politics
-
Quilter Cheviot rebrands Climate Assets fund
In light of SDR ‘Sustainability Focus’ label
-
Why SJP is ‘significantly’ underweight in the US
Concentration conundrum and expensive valuations are increasing risk
-
Marlborough swaps Aberdeen for TCW to run high yield bond fund
IFSL Marlborough High Yield Fixed Interest has been renamed IFSL Marlborough Global High Yield Bond
-
Tariffs: Impending trade war evolving into a reform of global trade
As Trump pushes back imposing further tariffs until 1 August
-
What does the ‘new’ flexible working look like?
Since the end of the Covid lockdowns, many investment firms have started to call workers back into the office full-time
-
Contrarian opportunities investors should be looking at
Investors may want to pay closer attention to these areas as they shift away from their high US allocations
-
Terry Smith on Fundsmith’s first half purchases, exits and laggards
Fundsmith Equity was down 1.9% for the six months to 30 June
-
Calastone: Middle East conflict prompts ‘buyers’ strike’ in June
Buy orders dropped to lowest level since September 2023
-
EQ Investors ends sale conversations to remain independent
Instructed a corporate finance adviser to pursue strategic partnerships in April but has had a change of heart
Analysis
-
Track to the future – with Spring Capital Partners’ Malcolm Arthur
The director and founder discusses looking beyond the US, why ESG makes sense and peak passive investing
-
What does the ‘new’ flexible working look like?
Since the end of the Covid lockdowns, many investment firms have started to call workers back into the office full-time
-
Chikara’s Andy Draycott: The sectors to watch as income levels surge in India
This week’s Monday Manager shares the areas in India predicted to see ‘exponential growth’
-
Quilter CEO: ‘We see a huge opportunity to turn savers into investors’
Steven Levin gives his take on bespoke portfolios, SDR and incubating the clients of the future
-
Fidelity’s Alex Wright: Catalyst for UK equity outperformance has already happened
Turnaround in UK mid-caps and US investors diversifying away from weakening dollar provides boosts
-
Investors flag fiscal concerns as ‘big, beautiful bill’ clears key hurdle
The ‘big, beautiful’ bill narrowly passed amid concerns over fiscal sustainability
Investments
-
Track to the future – with Spring Capital Partners’ Malcolm Arthur
The director and founder discusses looking beyond the US, why ESG makes sense and peak passive investing
-
Why SJP is ‘significantly’ underweight in the US
Concentration conundrum and expensive valuations are increasing risk
-
Calastone: Middle East conflict prompts ‘buyers’ strike’ in June
Buy orders dropped to lowest level since September 2023
-
Independence Day: Eight investment opportunities amid ongoing US uncertainty
Ahead of 4 July, robotaxis, Chipotle and and the ‘forgotten middle’ are catching US investors’ eyes
-
Fidelity’s Alex Wright: Catalyst for UK equity outperformance has already happened
Turnaround in UK mid-caps and US investors diversifying away from weakening dollar provides boosts
-
Knacke’s money maps: The unstoppable US debt spiral
The idea that the US economy is heading for a soft landing is a ‘big, beautiful fantasy’, says head of research at Shard Capital Ernst Knacke
Funds
-
Federated Hermes launches Ucits mirror of US quant fund
Bottom-up quantitative approach using machine learning
-
Matt Bennison appointed co-manager of Schroder Income Growth fund
Alongside Sue Noffke, while fees cut and volatility reduction measures announced
-
The US funds that lost the most from Trump’s tariffs
Only three US equity funds avoided losses in the week following, with small and mid-cap strategies being the worst hit
-
The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
-
Square Mile backs sustainable bond funds in new batch of re-ratings
Goldman Sachs Sovereign Green Bond and TwentyFour Sustainable Short Term Bond Income were stamped with a seal of approval
-
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
PA TV
-
SmartGARP in Five: Artemis SmartGARP fund range team
As global stock markets become more volatile, investors are increasingly looking for solutions with an ability to cut through market noise. In this SmartGARP in Five, we talk to the team to find out how the approach works, the funds that use it and their track record.
-
Fund in Five: Artemis Strategic Bond Fund
In this new Fund in Five, we talk to Liam O’Donnell, David Ennett and Grace Le, managers of the Artemis Strategic Bond Fund, to understand how there may be more reliable ways of generating alpha than taking major macro or duration calls; an approach used by many other funds in the sector.
-
Fund in Five: CCLA Better World Global Equity Fund
In this new Fund in Five we talk to Charlotte Ryland and Joe Hawkes, co-managers of the CCLA Better World Global Equity Fund, to talk about the fund’s recently hit three-year track record, its policy of ‘good investment’ and what makes it different to its peers.
-
Interview with Sophie Meatyard, Mainstreet Partners
Sophie Meatyard, ESG fund research director at Mainstreet Partners, assesses the outlook for the sustainable funds market.
-
Trust Talk with Laura Foll, portfolio manager, Janus Henderson
Coming up to a year since the change of government, co-manager of the Law Debenture and Lowland investment trusts Laura Foll discusses the lay of the land for UK equities.
-
Interview with TIME Investments’ Roger Skeldon
Roger Skeldon, head of real estate at TIME Investments, says after a tough few years the fundamentals of the property market are starting to shine through again.
Events
-
PA Live Channel Islands
17 September 2025Radisson Blu Waterfront, Jersey -
PA Autumn Congress
24 September 2025South Lodge Hotel, Horsham -
PA Live Innovation
9 October 2025Central London -
PA Live Dublin
16 October 2025Radisson Blu Royal, Dublin -
Beyond Finance Awards
31 October 2025 -
PA Live Regional Equities
6 November 2025Central London