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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 ...
BlackRock launches top 20 S&P 500 ETF | Portfolio Adviser
10 hours ago · Alex Sebastian. BlackRock has launched the iShares S&P 500 Top 20 UCITS exchange-traded fund to ‘expand granular access to US companies.’. The ETF will offer exposure to the 20 largest S&P 500 stocks, in what the firm said is an effort to provide European investors with a tool to better manage their market-cap exposure.
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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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.
The 11 funds delivering consistent top-quartile returns
Oct 19, 2021 · Only 11 funds in the Investment Association universe have successfully navigated Covid volatility to deliver consistent top-quartile returns over the last three years, according to analysis from BMO Global Asset Management. The asset manager’s Multi-Manager FundWatch survey examines more than 1,000 funds to determine which have delivered top ...
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.
Square Mile’s Fund Selector: IA specialist funds to watch
Oct 3, 2024 · Square Mile’s David Holder checks out the top performers and compelling newcomers. David Holder. 03 October 2024. |. Portfolio Adviser. Of the 4,000 funds that are members of the Investment Association (IA), allocated across more than 50 categories, the specialist sector is home to about 130 constituents. In 2021, the IA reviewed the global ...
Square Mile: Multi-asset funds to watch | Portfolio Adviser
Dec 14, 2022 · The largest within the multi-asset space in terms of AUM remains the Vanguard LifeStrategy fund range, which tops £36bn across the five funds, as at 28 September. Other established players, including L&G’s Multi-Index range (AUM £6.4bn) and HSBC’s Global Strategy range (£5.6bn), also continue to grow assets but remain a long way behind ...
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.
News - Portfolio Adviser
Oct 24, 2024 · Columbia Threadneedle brings UK small-cap team under pan-European small-cap umbrella. Responsible Investment research team absorbed into Global Fundamental Research team. 31 October 2024. More Product. Search portfolio Adviser.