Why investors need to take outlooks with a pinch of salt
SJP’s Justin Onuekwusi questions if investment outlooks encourage the right behaviours
News
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AJ Bell advised customers reach 161,000 as assets jump to £76.2bn
Total customers rose 12% in the year to reach 484,000
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Morningstar: Equity funds leak £18bn in second-worst year on record for outflows
Money market funds were the only asset class to achieve positive net flows in 2023
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Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
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Brooks Macdonald MPS assets climb to £3.9bn but firm sees £100m net outflow
BM Investment Solutions offering for advisers contributed to 7.3% rise
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Titan Wealth rebrands Cardale Asset Management
The investment management business was acquired by Titan in 2022
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Dynamic Planner launches single strategy fund mapping service
Sources single strategy fund holding data directly from fund providers
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MPS analysis site for advisers launched by former Atomos distribution head
Lawrence Cook has launched Mabel Insights
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RSMR: Glass half full or half empty for 2024?
There are reasons to be both optimistic and cautious
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PwC: Half of CEOs think their businesses will not survive the next decade
AI could make half of all business models redundant within 10 years
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Square Mile: Capital growth funds tussle with income funds for advisers’ attention
Aegon Diversified Monthly Income took the top spot for the most-searched fund
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Schroders launches multi-asset income fund
Exclusively available to HSBC Global Private Banking and Wealth clients