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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 ...
FundCalibre awards Elite rating, puts two funds on radar
13 hours 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% ...
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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.
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 …
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.
What does 2024 hold in store for the wealth management industry?
8th January 2024. |. PA Adviser. The wealth management industry hasn’t stood still in 2023, writes Allfunds’ Tom Wooders. We’ve seen important regulatory changes, such as the introduction of Consumer Duty, alongside the continued roll-out of new technologies, including a greater role for AI in advice and the ongoing evolution of digital ...
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.
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.
Ready to rethink your portfolio? Putting cash to work with bond ETFs
Oct 14, 2024 · Ready to rethink your portfolio? Over the past few years, market volatility drove many investors to the safety of cash and cash-like investments. As interest rates rose rapidly in 2022 and 2023, cash seemed like a smart play. T-Bill yields soared to around 5.25%, and Euro Short-Term Rates neared 4%. [3]
PA Adviser
PA Adviser. 7IM has hired Matteo Ruozzo as a senior quantitative investment strategist. He joins the investment management team and will report into Matthew Yeates, deputy chief investment officer. Prior to joining 7IM, Matteo worked at BlackRock for eight years, where most recently he was a quantitative researcher and portfolio manager in the ...