Time to clear out the clutter of small funds?
Small and expensive, are funds that have failed to hit £10m ($13m, €11m) in assets just clogging up the investment universe?
Analysis
-
-
Why global bonds work as ‘a hedge against equity market risk’
Improving economic conditions are likely to create pockets of value in parts of the global bond market, according to Morningstar.
-
The challenge to advisers posed by low cost platform rivals
When Vanguard UK announced a 50% reduction in its UK closed-platform fee structure for online clients recently, it certainly caused a stir, says Paul Gambles, managing director of Thailand-based MBMG Group.
-
Appetite for absolute return funds falls to new low
Professional investors in Europe are losing their enthusiasm for absolute return funds.
-
Int’l implications of the UK’s residence nil rate band
The new Residence Nil Rate Band (RNRB) could have some complicated domicile-related ‘international’ aspects to consider, explains Graeme Robb, technical manager for the Prudential.
-
High net worth clients to bear brunt of Belgian tax reform
High net worth individuals might end up footing the bill for the forthcoming corporate income tax overhaul in Belgium.
-
Analysis: What has inspired the active fund renaissance?
It was a bad time to be an active manager in 2016, the year of Brexit and Trump, with underperformance plaguing funds as passives tracked the market higher and higher.
-
Global asset allocation strategies are ‘no silver bullet’
While it’s no secret that passive, low-cost products are relentlessly increasing their market share, investors’ hunt for yield has also buoyed sentiment towards flexible and unconstrained mandates, according to Morningstar.
-
Analysis – Under fire SJP, still no easy target for rivals
St James’s Place Wealth has suffered another week of grim headlines about its advice model, but for rival IFAs and restricted advisers to win business and clients off what is arguably the market leader is easier said than done.
-
Is the IMF’s UK revision a red flag for investors?
The International Monetary Fund’s decision to downgrade the UK’s growth forecast for 2017 was likely a wake-up call for some investors. But is it a signal of more dire times ahead? Or just another year of mediocre growth?
-
Is the FCA barking up the wrong tree over platforms?
The Financial Conduct Authority wants to use the platform review to drive more competition in the asset management sector, but experts are asking whether it is looking in the wrong place.
-
Positivity meets uncertainty in a global equities dilemma
Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.