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6 days ago · 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 ...
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 ...
WisdomTree launches leveraged multi-asset ETF | Portfolio Adviser
1 day ago · WisdomTree has rolled out a “capital efficient alternative” to the traditional 60/40 multi-asset portfolio. The WisdomTree Global Efficient Core UCITS ETF index aims to provide a 90% exposure to large-cap global developed equities and 60% to global government bond futures, providing a leveraged alternative to other multi-asset funds. The ...
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6 days ago · 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.
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.
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.
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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.
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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 …
Square Mile’s Fund Selector: IA UK smaller companies funds to …
1 day ago · Portfolio Adviser. The Investment Association (IA) UK Smaller Companies sector consisted of 48 funds as at the end of August 2024, with the IA reporting total assets of around £10.6bn. Against a backdrop of poor investor sentiment, the bulk of funds in the sector have faced considerable outflows. Indeed, when looking at the IA’s flow data to ...