Rodger Kennedy launches outsourced distribution firm
Kelly Prior and Steve Kenny will join him in the new venture
Author: Tom Aylott
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Janus Henderson’s Lloyd: You haven’t missed the market rally yet
Investors who played it safe should not be so quick to think they’ve missed the boat
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74% of UK investors race to buy bonds ahead of rate cuts
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
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Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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Asset managers report elevated gross retail sales in first quarter
Passive funds were the most popular purchase, accounting for 74% of all sales over the period
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Investors ditch gold despite soaring prices
Gold is hitting one high after another, but investors are dropping the precious metal
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Charles Schwab: Investors could return to the UK after the election
There is a ‘growing sense of optimism’ that the UK will prosper post-election
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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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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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Spring Budget 2024: National Insurance cut by 2% – but could be a ‘sneaky tax grab’
‘Double-whammy’ of cuts will lower the main NI rate from 12% to 8%, but could ultimately see UK workers unknowingly pay more
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RSMR make Passive Plus MPS range available to retail investors
The portfolios were previously only available to advisory and discretionary clients
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State Street: Risk appetite falls in January as investors re-evaluate pace of rate cuts
Confidence among institutional investors turned negative in January after a short-lived rally