Square Mile: Advisers switch to income funds
According to fund research firm’s market intelligence report for Q3
Liontrust
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Should the advice market rethink the 60/40 portfolio approach?
There is a debate whether the strategy is dead
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Liontrust’s takeover of GAM falls through after final deadline
34% of GAM shares were tendered into the offer
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GAM investors aim to scupper Liontrust takeover bid with rival offer
Offer at a 29.1% premium to the fund manager’s proposal
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Liontrust shareholders approve GAM acquisition
Backed by 84% of votes at a general meeting held on 7 July
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Portfolio diversification ‘completely failed’ in 2022
Head of multi asset at Liontrust does not believe it is the end for 60/40 investing
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PEOPLE MOVES: Vontobel, Lazard AM, Progeny
CEO to leave financial services giant, while chief executive of Middle East steps down from asset manager
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PEOPLE MOVES: FWD Group, Melbourne Capital Group, BNP Paribas WM
CFO exits insurance company, as advice firm names head of business development
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Liontrust agrees to buy Gam for an ‘extraordinarily cheap’ £96m
Proposed takeover will create a business with £53bn AuMA
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Liontrust eyes Gam acquisition
Deal would create a business with around £100bn of assets under management
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How should investors position portfolios to cope with recession?
Liontrust’s John Husselbee says he is ‘more positive, albeit cautious, for the year ahead’
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Liontrust to rebrand multi-asset funds
As it appoints Hymans Robertson and Defaqto to oversee allocation and risk profiling