WTW’s Gray: How to strike a balance between concentration and diversification
Concentrated markets can be risky, but concentrated portfolios drive top returns – investors need to re-examine the balance, writes Stuart Gray
passives
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Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds
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Morningstar: Active managed portfolios now make up less than half of offerings
Managed portfolio launches slow in 2023
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Fundsmith Equity drops off interactive investor buylist for first time
Fundsmith had featured on every monthly most sold list since interactive investor began tracking the data in 2018
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Morningstar: ESG funds are cheaper than conventional strategies
Funds that converted to ESG strategies lowered their costs by 20 basis points on average
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7IM adds ‘trend following’ strategy to multi-asset range
7IM said trend strategies have delivered strong performance
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Momentum Global IM launches passive MPS on three platforms
MPS rolled out on Abrdn, Aviva Investors and Quilter