AllianzGI’s Maisonneuve: Why China still has a place in portfolios despite tariff threat
Global CIO equity discusses the outlook for EVs and Chinese equities amid ongoing volatility
Author: Christian Mayes
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FCA fines Coinbase UK subsidiary £3.5m for onboarding high-risk clients
CB Payments Limited onboarded more than 13,000 high-risk clients who executed $226m worth of transactions
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CT Fund Watch: Number of consistent top-performing IA funds falls to 1.9%
IA Japan housed the most funds achieving consistent top quartile returns
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King’s Speech: Pensions reform and economic growth take centre stage
While Keir Starmer’s government will plan to introduce a Budget Responsibility Bill
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FCA announces overhaul of listing rules in bid to boost UK IPOs
Removes the need for votes on significant or related party transactions
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French election: ‘Worst-case scenario’ avoided, but fresh uncertainty looms
‘It’s possible that asset allocations to France will be permanently reduced’, says Carmignac’s Frederic Leroux
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GAM names co-CIO for alternatives
Randel Freeman heads up the division alongside Albert Saporta
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Labour wins landslide majority to send Starmer to Downing Street
Commentators welcomed the result, but warned the party’s honeymoon period would be short amid a desire for swift change
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‘Expensive’ India and tech sectors top monthly fund performance charts
While climate and energy transition funds suffered
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Morningstar: Europe-domiciled equity funds register €30bn net inflow in May
Best month for the asset class so far this year
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Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
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Reform UK pledges mass tax cuts in manifesto launch
Party says the BoE should cease interest payments to commercial banks on the £700bn bonds it holds as a result of QE