Latest Stories
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News
Greencoat UK Wind weathers 11% shareholder vote for discontinuation
Trust trading at 12.1% discount to NAV
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News
Morningstar: Sustainable funds pull in $900m for first quarter of 2024
US sustainable flows deplete by $8.8bn
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Investment
Stifel: Concord Music ‘calls Blackstone’s bluff’ over call option
Analysts said the bid may test the strength of HSM’s call option
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News
Syz Group boosts net profit by 16% in 2023 full-year results
Assets under management sit at CHF 23.1bn
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News
Abrdn AGM disrupted by climate change protesters
Demanding the asset manager end investment in fossil fuels
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News
Concord increases Hipgnosis bid to $1.51bn
The firm is now offering $1.25 per Hipgnosis share, topping the potential Blackstone offer by a single cent
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Latest news
Schroders CEO Peter Harrison to retire next year
Will remain director of the board amid the company’s search for his successor
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News
Quilter assets climb to £111.6bn as IFA inflows jump 400%
Review of appointed representative firms to commence shortly
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News
BlackRock launches four fixed maturity iShares ETFs
ETFs to hold government bond exposure to US treasury and Italian government bond markets
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Companies
Abrdn’s Bird: ‘More work to be done’ to improve investments division despite Q1 inflows
Firm as a whole recorded £800m net inflows in Q1
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Investment
US Solar Fund to roll out fixed tender offer and halve dividend target
Investment company sets out refinancing plans following prolonged double-digit discount
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News
Liontrust expands Economic Advantage Team
Alexander Game will join the firm from Unicorn Asset Management in May
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News
PwC: Half of EMEA firms think AML regulations need more clarity
20% of respondents were concerned about lack of uniformity in applying regulations
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PA Analysis
Tokenisation finds footing six months on from FCA approval
Industry commentators examine the future of tokenisation through market adoption and legal ramifications
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News
Higher-than-expected UK borrowing could spoil chance for pre-election tax cut
Government borrowing was £6.6bn above target, giving the Chancellor less room for tax cuts
Analysis
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PA Analysis
Tokenisation finds footing six months on from FCA approval
Industry commentators examine the future of tokenisation through market adoption and legal ramifications
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PA Analysis
Investors ditch gold despite soaring prices
Gold is hitting one high after another, but investors are dropping the precious metal
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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?
Investments
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Investment
Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
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Investment
US Solar Fund to roll out fixed tender offer and halve dividend target
Investment company sets out refinancing plans following prolonged double-digit discount
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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
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
Meet the asset allocators: Chris Metcalfe, IBOSS
Chris Metcalfe, chief investment officer at Iboss, discusses what he feels are exaggerated claims about the demise of 60/40 investing, why he believes advisers are unsung heroes and the career path he nearly took.
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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.
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…