The asset allocator diary: Yoram Lustig
A week in the life of Yoram Lustig, head of multi-asset solutions EMEA & Latam at T Rowe Price, week commencing 18 March
News
-
-
Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival
-
Titan Wealth acquires Norwich-based planner
Deal takes Titan Wealth’s AUM to £17.3bn
-
Robeco renames multi-asset funds to emphasise sustainability focus
Switching from a ‘fund-to-funds’ model to a ‘line-by-line’ structure
-
FCA to take action against Neil Woodford and WIM
Also found Link Fund Solutions failed to act with due skill, care and diligence in its management of the Woodford Equity Income Fund
-
PEOPLE MOVES: Vanguard, Quilter Cheviot, Federated Hermes
Jon Cleborne to succeed Sean Hagerty
-
Six advised platforms grab 60% of new business – Lang Cat
Gap between the largest platforms and their smaller rivals is growing
-
Charles Schwab: Investors could return to the UK after the election
There is a ‘growing sense of optimism’ that the UK will prosper post-election
-
LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
-
FCA plans to overhaul how asset managers pay for investment research
‘Bundling’ of payments for third-party research could level the playing field for smaller asset managers
-
Equities inflows accelerate in March as ‘risk on rotation’ continues – BlackRock
Inflows largely driven by cyclical buying
-
Retirement income advice – easier said than done
BNY Mellon’s Richard Parkin breaks down the FCA’s recent thematic review of retirement advice