Latest Stories
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Investment
Hipgnosis Song Management: Board has ‘no legal grounds’ to terminate relationship
JOHCM’s share disposal reduces ‘irrevocable undertaking’ support bid down to 23.1%
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ESG
Morningstar: ‘Unstoppable rise’ of passive climate funds
The report notes passives’ popularity and flows into fixed income and transition strategies
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Companies
IM Global Partner acquires stake in Trinity Street
The UK boutique will become its 10th partner as the firm expands into Europe
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News
Tabula launches ESG-focused gold ETC
Only 4% of gold is currently traceable, posing ‘serious ESG risks’ to investors
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News
Morningstar appoints director of UK manager research
Monika Calay was previously director of passive strategies research
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Investment
Newton IM’s John Bailer: The market’s new regime
Newton IM’s John Bailer on the ‘last gasp’ of growth stocks and where the market heads in a new regime
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News
Schroder Japan Trust returns 10.3% in half year results
Kepler Trust Intelligence comments on trust’s prospects
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Investment
Blackstone launches £1.2bn rival bid for Hipgnosis Songs
Trust’s board said it would be minded to recommend the proposal to shareholders if a firm offer was made
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News
Weekly Outlook: First-quarter results for Tesla and Lloyds
Key events for UK wealth managers for the week starting 22 April
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PA Analysis
Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
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Investment
What should investors expect ahead of India’s marathon election?
Voting period takes place over six weeks starting 19 April
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News
Schroders promotes Alex Tedder to co-head of equities
He will join Rory Bateman in overseeing the all firm’s investment teams
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News
Alliance Trust replaces Jupiter with Arga following Whitmore’s exit
The move follows Ben Whitmore’s exit from Jupiter, which ‘introduces potential risks’
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News
Evenlode appoints Majedie co-founder as CEO
Hugh Yarrow will become executive chair and remain lead manager of the Evenlode Income strategy
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News
AllianzGI to operate as ‘wholly foreign-owned’ fund manager in mainland China
Receives go-ahead from China Securities Regulatory Commission
Analysis
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PA Analysis
Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
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PA Analysis
Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival
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Investment
View From The Top with Tyndall IM’s CEO Alex Odd
Odd discusses the need for boutiques within an ever-converging world, earning clients’ trust, and future plans for the business
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PA Analysis
Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?
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PA Analysis
Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts
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PA Analysis
A year on from the fall of SVB and Credit Suisse: US and European banks are diverging
European banking has recovered, but turmoil persists in US regional banks
Investments
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Investment
Newton IM’s John Bailer: The market’s new regime
Newton IM’s John Bailer on the ‘last gasp’ of growth stocks and where the market heads in a new regime
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ESG
Robeco to launch range of transition investing strategies
Financing companies that make progress in sustainable development
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Investment
CCLA’s Charlotte Ryland and Joseph Hawkes hop on the Trane over Tesla
Ryland and Hawkes discuss the industrial sector’s role in energy efficiency
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Investment
View From The Top with Tyndall IM’s CEO Alex Odd
Odd discusses the need for boutiques within an ever-converging world, earning clients’ trust, and future plans for the business
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News
BlackRock launches two actively-managed income ETFs in Europe
The equity UCITS strategies were launched due to the changing business models of clients
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News
Fundsmith Equity and Lindsell Train portfolio dropped from Bestinvest’s Best Funds list
Bi-annual report comprises 122 funds in total
Funds
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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
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Funds
Lipper report: European investors ditch active funds for ETFs
Exchange-traded funds received €16bn in February whilst mutual funds lost €5.9bn
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News
Fundsmith Equity and Lindsell Train portfolio dropped from Bestinvest’s Best Funds list
Bi-annual report comprises 122 funds in total
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Funds
Morningstar: Appetite for equities and fixed income continues in February
According to EU Fund Flows report
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Funds
Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
PA Plus
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PA Plus
Interview with Ben Guest
Ben Guest, manager of the Gresham House Storage Energy Fund, discusses the performance issues the sector is undergoing and the outlook going forward.
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PA Plus
Gravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure
Bill MacLeod, managing director at Gravis, explains why cost disclosure regulation for investment trusts needs an overhaul
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PA Plus
Interview with Haig Bathgate
Haig Bathgate, head of investments at atomos, discusses what sets atomos apart from other DFMs, the power of their partnership with WTW (Willis Towers Watson) and the process behind the VAM multi-asset funds.
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PA Plus
The Diversifiers: Richard Sem, Pantheon Infrastructure
In the latest part of the PA+ Diversifiers series, Richard Sem, head of Europe, Pantheon Global Infrastructure and portfolio manager of Pantheon Infrastructure, looks at the role the asset class can play in these current uncertain macroeconomic times.
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PA Plus
Interview with Brad Weafer
Truly focused, truly active. Brad Weafer, Chief Investment Officer at Boston Financial Management, lays out the key characteristics of the Marlborough US Multi-Cap Income Fund.
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PA Plus
Introducing CCLA – pioneers in responsible investing
Get to know CCLA Investment Management in this short video. CCLA has a long heritage in sustainable investment, having pioneered ethical and responsible investing since 1958.
Events
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PA Dublin
9 May 2024The College Green Hotel, Dublin -
PA Summer Congress
15 May 2024South Lodge Hotel, Horsham -
PA presents the Watchlist
23 May 2024The Soho Hotel, London -
PA Fixed Income
19 September 2024Pan Pacific London -
PA Channel Islands
19 September 2024Radisson Blu Waterfront, Jersey -
PA Autumn Congress
25 September 2024South Lodge Hotel, Horsham
Magazines
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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…
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October 2023
As outlined in this month’s cover story, returning to work after an extended career break can be challenging for anybody – not just those working in asset management. However, there is one particular nuance of this sector which others don’t necessarily come up against – a performance track record. Funds are often selected for their…
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September 2023
It is very difficult to talk about the IA Targeted Absolute Return (TAR) sector without referencing the oncemighty Abrdn Global Absolute Return Strategies Fund (or Gars, to most) which, at various points over the years, has accounted for almost a third of the sector’s total assets. A few weeks ago, it hit the headlines that…
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July / August 2023
The idea of just what constitutes a properly diversified portfolio has evolved over recent decades to include ever more asset classes to sit alongside the traditional favourites of equities and bonds. Indeed, research a year or two back by BlackRock into the approach of US endowment funds – so often held out as paragons of…