Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value
News
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Morningstar: Fixed income funds see highest net flows in five years
July marked the best month for inflows into long-term Europe-domiciled funds since January 2023
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Look, but don’t touch: Do investment apps encourage money movement?
SJP’s Wiggins: ‘Much like we might limit our child’s screen time, most investors should do the same with their investment apps’
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TILLIT pulls AXA Framlington Global Technology fund from universe
Decision follows exit of fund manager Jeremy Gleeson
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Financing planning scenarios for estate planning
Triple Point’s Diana French on how advisers are using Business Relief in their regular financial planning
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
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Is a bitcoin allocation a diversification ‘cheat code’?
A 1% allocation to bitcoin in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years
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PEOPLE MOVES: Quilter Investors, Aviva Investors, Premier Miton, Orbis, Morningstar, Columbia Threadneedle
Quilter adds to manager research team
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US CPI inflation hits 2.9% ahead of September Fed decision
Industry commentators predict September rate cut from the Fed
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Premier Miton’s David Jane: Should clients ‘income cost average’?
The multi-asset manager lays out a different way to think about investing
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UK economy grows 0.6% in Q2
Continuing momentum from the 0.7% growth in Q1