Square Mile: Income most-researched outcome for advisers in Q1
Searches for income-related strategies accounted for 42.3% of all views
Square Mile
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The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
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Sector in review: IA Corporate Bond
Adam Lewis looks at why investors flocked to corporate bonds last year and the outlook for the asset class in 2025
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Square Mile reintroduces Jupiter UK Dynamic Equity fund into Academy ratings
While a handful of multi-asset funds received re-ratings in the update for January
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Square Mile adds four strategies to academy
Two funds have ratings suspended in December review
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Square Mile: Bond funds feature heavily in July ratings update
Seven of the 11 funds re-rated had a fixed income mandate
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Square Mile reveals income targeting strategies are back on top
Income-related fund research had been in decline
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PEOPLE MOVES: Square Mile, Tellworth, State Street
Square Mile snaps-up former BMO multi-asset manager
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Square Mile updates 3D methodology to reflect SDR fund labels
Funds will be given a sustainability profile and rating
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Columbia Threadneedle’s Scott Spencer joins Square Mile as investment director
Spencer left Columbia Threadneedle alongside Kelly Prior and Rob Burdett earlier this year
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Baillie Gifford, Allianz and GAM funds lose ratings in Square Mile rebalance
One new fund and one investment company also enter the Academy
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Rodger Kennedy launches outsourced distribution firm
Kelly Prior and Steve Kenny will join him in the new venture