Hong Kong and France strike deal on mutual recognition of funds
Hong Kong’s Securities and Futures Commission (SFC) and France’s Autorité des Marchés Financiers (AMF) have signed a memorandum of understanding linking their mutual fund markets.
Investment Strategy
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ANALYSIS: Will wealth managers avoid scrutiny on charges?
Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?
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Majority of active funds not ‘closet trackers’, says report
A clear majority of UK active equity funds are not closet trackers and should not be tarred with that brush by the regulator, new analysis of the UK fund market suggests.
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Which funds have the lowest climate impact?
Investors can now measure the climate impact of the funds they invest in, using “the world’s first climate impact rating for funds”.
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UK investors pile into bonds and sell down UK equities
Investors piled into the IA Sterling Strategic Bond sector in May, while UK equity funds experienced a net retail outflow of £479m ($642m, €566m), according to the latest IA statistics.
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Ultra-wealthy missing out on ‘huge returns’
Risk averse high-net worth investors are losing out on significant returns, as more than a third of the average portfolio is held in cash new analysis by UBS has revealed.
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Recession risk is on the rise – the key factors to watch
While markets could remain complacent and expensive for a long time, recession risk is rising, says asset manager Robeco. Fidelity is also increasingly cautious, expecting “the longest equity bull market since World War II” to end within 18 months.
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Best and worst funds in Asia in June 2017
UBS, Allianz, Schroders, Blackrock and Castlestone have funds that are among the best and the worst performers in June 2017.
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ANALYSIS: Income investors on alert as dividend cover plummets
UK income investors are on high alert after research revealed that dividend cover for companies listed in the FTSE 350 has fallen 18% in the past year, hitting its lowest level for seven years.
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Still life in alternatives despite bubble fears, says Kames
Alternative investments from aircraft leasing to renewable energy are still an attractive option for multi-asset funds, despite fears the asset class is approaching bubble territory, says Kames Capital’s senior multi-asset investment specialist, Nick Edwardson.
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Expat demand for buy-to-let soaring despite UK tax changes
The numbers of British expats looking to invest in a buy-to-let property in the UK is booming despite the government’s changes to mortgage relief, Guernsey-headquartered Skipton International has said.
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Finding value in the Australian equity market
For a contrarian manager there is value in sectors facing cyclical headwinds in Australia like energy, oil and gas firms and materials companies, says Werner du Preez, national distribution manager at Allan Gray Australia