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WEB6 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 …
AIC: More wealth managers willing to go off buy list for …
WEB7 hours ago · The proportion of wealth managers who go off of their buy list to purchase investment trusts each month has nearly tripled in the past year, with most citing attractive discounts, according to the Association of Investment Companies (AIC). While a 2023 survey found that 7% would go off buy list monthly for a trust, this year, the percentage ...
Investments - Portfolio Adviser
WEBAug 15, 2024 · A 1% bitcoin allocation in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years. 15 August 2024.
Is China at a turning point, or will it disappoint yet again?
WEB7 hours ago · This happened in most recent memory when China lifted its Zero-Covid measures in late 2022. Disillusioned investors piled into Chinese equities after being promised that it was a turning point for the long-beleaguered market, but by the end of 2023, the MSCI China index had lost them another 16.2% throughout the year.
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WEBSep 17, 2024 · Comparatively speaking: Multi-asset vs managed portfolio solutions. In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate. 4th September 2024.
GraniteShares: 85% of wealth managers say FTSE 100 will close …
WEB4 hours ago · Wealth managers’ sentiment towards the UK shows an increase in optimism as 85% believe the FTSE 100 will close higher this year than last, according to GraniteShares’ survey of 100 wealth managers. While the FTSE 100 returned just 3.8% in 2023, the market is currently 7% above where it started ...
Schroders receives approval for LTAF aimed at UK wealth market
WEB4 hours ago · Schroders Capital has received regulatory approval for a Long-Term Asset fund (LTAF) aimed at the UK wealth market. Managed by Schroders Capital’s head of global private equity Portfolios, Benjamin Alt, the fund will focus on global small-mid market buyout and growth investments, with a strong focus on technology and healthcare sectors.
Funds - Portfolio Adviser
WEBNov 1, 2023 · Artemis SmartGARP®Global Emerging Markets Equity Fund. In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARP® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region. 08 May 2024.
PA Europe - News and Analysis for Fund Selectors across Europe
WEB6 days ago · Hines thinks so. European investors may have been oblivious to a resurgence in retail real estate, Hines reports. 12 September 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.
Amundi adds two equity ETFs to range | Portfolio Adviser
WEB2 days ago · 23 September 2024. |. Hannah Williford. Amundi has launched two new equity ETFs, with one following the MSCI USA index, and the second acting as an ex-US global exposure. The offerings include the Amundi MSCI USA UCITS ETF and the Amundi MSCI World EX USA UCITS ETF. The US strategy will be exposed to near 85% of the free float-adjusted market ...
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