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Nov 7, 2024 · January 2024. For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the cap spectrum, with the MSCI United Kingdom ...
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Nov 7, 2024 · AJ Bell: Inheritance tax nil-band freeze will cost families an extra £234k. The ‘nil rate band’ has been frozen at £325,000 since 2009. 6th November 2024. Investment.
FundCalibre awards Elite rating, puts two funds on radar
1 day ago · Hannah Williford. FundCalibre has awarded the Regnan Sustainable Water and Waste fund an Elite rating, while placing the IFSL Wise Multi-Asset Income fund and Nutshell Growth on the Elite Radar. The Regnan Sustainable Water and Waste fund was launched in 2021 and has returned 21% over the past three years, nearly double the sector average 11.4% ...
Carne Group: Asset managers expect 'significant increase' to …
1 day ago · New research from Carne Group suggests that nearly two-thirds of asset management executives in Q3 2024 expect there to be a ‘significant increase’ to margin pressure over the next two years. The findings come in the firm’s latest report, Supermodel: The Great Evolution in Asset Management ...
Analysis: Is fixed income too expensive? | PA Adviser
Oct 14, 2024 · On core metrics such as income and diversification, fixed income still earns its place, but there are pitfalls, and the environment argues for selectivity. The scars of 2022 run deep for many investors. While there were warnings, few had expected 20%+ drawdowns in high quality fixed income portfolios.
Investments - Portfolio Adviser
Aug 21, 2024 · Private markets: Wealth managers face high barriers to entry. With wealth managers claiming they have lost clients due to a lack of adequate access to private markets, we get the lowdown on this rapidly growing but complex sector. 19 September 2024.
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Sep 21, 2017 · News, views, videos and analysis for each region in the monthly regional editions, plus International Adviser’s accompanying investment specific guides
PA Europe - News and Analysis for Fund Selectors across Europe
Oct 31, 2024 · PA Europe delivers insights, commentary, analysis and proprietary research to wholesale and institutional fund buyers, asset allocators and portfolio constructors based across continental Europe.
Funds - Portfolio Adviser
May 8, 2024 · Fidelity Sterling Corporate Bond Fund. In this Fund in Five, Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why falling interest rates, and an attractive starting level of yield, are increasing the investment case for …
RLAM hires former Aviva Investors global equities trio
2 days ago · 11 November 2024. |. Christian Mayes. Former Aviva Investors global equities managers Richard Saldanha (pictured), Francois de Bruin and Matt Kirby have joined Royal London Asset Management (RLAM), while Mike Fox has been named as the firm’s head of equities. Saldanha, de Bruin and Kirby exited Aviva in August.