Equities

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Could passives overtake actives’ market share?

Experts have questioned whether passive investing could eventually dominate over active, as reports warn of big fund houses quickly expanding their foothold in global indices. Bank of America Merrill Lynch recently flagged that active managers could be faced with a potential “ETF-ization” of the S&P 500 as US giant Vanguard doubled its stake in the index since […]

Fidelity global CIO for equities to step down

Fidelity’s Dominic Rossi is stepping down as global chief investment officer for equities to take on a new role within the business. Rossi, who has been CIO for the past seven years, will become a special adviser on public policy initiatives on a part-time basis from January 2018. The role will involve liaising with policy […]

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UK equities: Reasons for caution?

Growth, value, mid-cap and income-biased funds: in, out, in, out, shake them all about. If you are looking for consistent, top- quartile performers in the UK All Companies sector, then the best of British luck to you. Of course, such variability in the relative performance of funds is just as it should be. Economic and […]

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SLI head of equities exits in wake of Aberdeen merger

SLI head David Cumming departs on eve of merger Standard Life Investors’ head of equities, David Cumming, has left the firm to “pursue other interests”, the firm has announced. The current head of European equities, Stan Pearson, has assumed the role of acting head of equities, while Andrew Millington, director of equity research is now […]

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Have UK equities survived their Brexit slump?

Data that shows the appetite for UK equities is back has left analysts and investors wondering whether the asset class has pulled through its Brexit slump. UK equity funds saw net retail sales of £114m in November, their first inflow of 2016. They had suffered £5.1bn outflows since the previous January, £3.8bn of which followed […]