Latest Stories
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Industry
Söderberg & Partners acquires stakes in three more IFA firms as UK push ramps up
Swedish firm’s UK spree continues
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Investment
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Shaniel Ramjee on the current state of corporate and government bonds
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Industry
PEOPLE MOVES: Quilter Investors, TILLIT, Brown Advisory, P1, GSB, Aviva Investors
Multi-asset wing of Quilter appoints senior manager research analyst
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Industry
Premier Miton Group sees £33m net outflows in Q1 AUM update
CEO Mike O’Shea said the most recent results show a ‘noticeable improvement’ in flows
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Investment
‘The Chancellor has a large task ahead’: UK GDP rises by 0.1%
While construction output increased by 0.4% in November last year, production output fell by 0.4%
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Industry
Gresham House launches £50m Baronsmead VCTs fundraise
Seeking further liquidity to take advantage of new investment opportunities
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Industry
Brooks Macdonald seeks LSE main market listing
Brooks first listed on Aim in 2005, with the move to the main market expected to complete by the end of March
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Investment
Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets
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Investment
‘Not out of the woods yet’: UK inflation falls by 10 basis points in December
The CPI fall to 2.5% came in slightly below consensus forecasts
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Investment
Kepler reveals rated investment trusts for 2025
Winners across growth, income and alternative income categories
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Industry
abrdn to remove MyFolio managers’ mandate to invest in its own funds
The five funds will be rebranded to abrdn MyFolio Core
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Investment
Gilt holdings drop £123m as private investors look elsewhere
Numbers from Lubbock Fine showed holdings dropped from £3.38bn to £3.26bn
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Industry
SJP equity fund aligns with SDR Sustainability Focus label
The external fund manager will also change, with Schroders taking over as the fund’s sole manager
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PAA Analysis
Analysis: What does 2025 hold for fixed income?
After a bumpy start to the year for the gilt market, is a repeat of 2022 on the cards?
Analysis
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PAA Analysis
Analysis: What does 2025 hold for fixed income?
After a bumpy start to the year for the gilt market, is a repeat of 2022 on the cards?
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PAA Analysis
Analysis: Is the game up for active management?
Only 31% of active managers outperformed a passive alternative in 2024
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PAA Analysis
Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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Analysis
Head to head: Emerging outlook
Yoram Lustig of T. Rowe Price and JP Morgan’s John Citron go head to head on emerging markets
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Analysis
EY: Investors display ‘worrying level of apathy’ to ESG
92% of investors argue it is not worth sacrificing short-term performance for the longer-term ESG investments, according to an EY survey
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PAA Analysis
Analysis: Is the gold party about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
Multi-Asset
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Investment
Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets
-
Industry
abrdn to remove MyFolio managers’ mandate to invest in its own funds
The five funds will be rebranded to abrdn MyFolio Core
-
Investment
Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
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Investment
Increased market uncertainty expected, but are portfolios ready?
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
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Investment
The asset allocator diary: Ben Gilbert
A week in the life of Ben Gilbert, MPS portfolio manager at Sarasin & Partners
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Investment
State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
Industry
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Industry
Söderberg & Partners acquires stakes in three more IFA firms as UK push ramps up
Swedish firm’s UK spree continues
-
Industry
PEOPLE MOVES: Quilter Investors, TILLIT, Brown Advisory, P1, GSB, Aviva Investors
Multi-asset wing of Quilter appoints senior manager research analyst
-
Industry
Premier Miton Group sees £33m net outflows in Q1 AUM update
CEO Mike O’Shea said the most recent results show a ‘noticeable improvement’ in flows
-
Industry
Brooks Macdonald seeks LSE main market listing
Brooks first listed on Aim in 2005, with the move to the main market expected to complete by the end of March
-
Investment
Kepler reveals rated investment trusts for 2025
Winners across growth, income and alternative income categories
Best Practice
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Best Practice
The role of financial personality in retirement income planning
Securing an income is no-longer purely a mathematical calculation, writes Oxford Risk’s Greg B Davies
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Best Practice
Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
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Best Practice
Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Industry
Why client outcomes and independence should be focus of FCA advice consolidation review
Both areas need appropriate attention from the regulator, writes Sparrows Capital’s David Ogden
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Best Practice
BNY’s Parkin: Greater action needed on retirement income advice
Six months on from the FCA’s thematic review, Richard Parkin is concerned some adviser firms have not taken the regulator’s concerns on board