Alternatives
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Gresham House Energy Storage fund lowers management fee
New fee arrangement ‘better reflects current market conditions and investor sentiment’
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Wealth manager Q&A with Ben Kumar: ‘Don’t doomscroll your savings’
7IM’s Ben Kumar has witnessed the rise and rise of index investing, is both curious and annoyed by bitcoin and warns of the dangers of checking your savings account on a daily basis
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WisdomTree launches Strategic Metals ETF
Seeking to target exposure to metals driving the energy transition
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Fund manager profile: Cohen & Steers’ Jason Yablon on the reit move
Following a period of ‘hunkering down’, the head of listed real estate explains why he is hopeful the commercial property sector is on the way up as we head into 2025
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St. James’s Place to exit property market after 20 years
Decision to shutter its property funds follows a ‘challenging period’ for the sector as a whole
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Metal funds win out in October fund performance
Gold hitting all-time highs and silver rallying propelled precious metal strategies in the month
Equities
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Fund manager profile: Man Group’s Jack Barrat on rewriting the script on value
Value investing has become a byword for underperformance, but the Man Group portfolio manager – through his ‘unobvious contrarianism’ approach – is determined to change that
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Computershare: Mining sector masks improving picture for UK dividends
Dividends fell 0.4% on an underlying basis, as mining sector payouts fell 40%
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Beneath the bonnet: The case for Shell, Nubank, Grab and luxury goods
Three fund managers on stocks they are excited about right now
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China’s AI breakthrough causes US tech stock tumble
DeepSeek’s ChatGPT-like model could rewrite the investment case for AI, according to Morningstar’s Kenneth Lamont
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Stepping into 2025: Managers offer some perspective on how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
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Alger’s Chung: Why we’re eyeing European expansion
CEO and CIO reflects on Alger’s 60th anniversary and plans to grow the firm’s client base in Europe
Fixed Income
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FCA to widen wealth manager and retail access to bonds
Proposals aim to reduce costs and barriers for companies raising capital, while improving opportunities for retail investors
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Stepping into 2025: Managers offer some perspective on how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
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Aviva Investors hires co-head of global high yield from Invesco
Aviva Investors has hired Fabrice Pellous as the firm’s new co-head of global high yield
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Mike Riddell on bonds: Panto-modium in 2025
The Fidelity International fixed income portfolio manager says central bankers are market heroes, not the villains of the show
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30-year gilt yields hit 27-year high
While 10-year gilts reached 2008 levels, causing concern over the state of public finances
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
Investment Trusts
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Saba loses Keystone and Baillie Gifford US Growth votes
Non-Saba shareholders almost unanimously voted against the proposals at each investment trust
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Gresham House Energy Storage fund lowers management fee
New fee arrangement ‘better reflects current market conditions and investor sentiment’
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AIC calls for company law amendments to widen voting access following Saba votes
Amendments to company law would require platforms to opt in investors automatically to receive company information and voting rights
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Downing Strategic Micro-Cap sets out latest proposals for voluntary liquidation
Liquidators would begin returning cash to shareholders in March
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Aurora UK Alpha: Survival of the biggest
Aurora and Artemis Alpha’s £260.9m merger was the last in a record-high year for M&A deals in 2024
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Herald shareholders reject Saba proposals
Outside of Saba’s shares, only 0.15% of the votes cast were in favour of Saba’s proposals to replace the trust’s board
Multi Asset
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Rob Burdett joins Nedgroup Investments
Rob Burdett will head up Nedgroup Investments’ international multi-manager business
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Premier Miton’s David Jane: Should clients ‘income cost average’?
The multi-asset manager lays out a different way to think about investing
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Premier Miton’s Rayner: Focus on short-term volatility factors is unhelpful
Premier Miton multi-asset manager says investors should focus on broader shift to diverging policies
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Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
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FE Fundinfo: Tech and value funds receive top ratings in July Crown rebalance
Royal London received the most ‘five crown’ ratings by fund group, while four M&G strategies were downgraded
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Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
ESG
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ACT Corporate Culture Standard signatories grow by over 50%
A further 10 firms joined City Hive’s ACT List in 2024, taking the total signatories to 27
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Premier Miton EMs fund to use Sustainability Impact label
Managed by Fiona Manning and William Scholes
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Asia sees the light on ESG
Fund managers say those Asian businesses forging ahead on sustainable investing are largely self-motivated rather than responding to governmental initiatives
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Invesco appoints head of EMEA sustainable and impact investing distribution
Arun Kelshiker will help mobilise capital in sustainable and impact-focused investment strategies
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Generation next with Charlotte Cuthbertson: ‘Have faith in your convictions’
Co-manager of Migo Opportunities Trust explains why she would like to see investment trusts play a bigger role in portfolios and how important it is to be yourself
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EY: Investors display ‘worrying level of apathy’ to ESG
92% of investors argue it is not worth sacrificing short-term performance for the longer-term ESG investments, according to an EY survey