Premier Asset Management has seen net inflows slow for the final quarter of 2018 as it points to depressed investor sentiment in the market. Premier reported total net inflows for the three months to 31 December of £65m, significantly down on previous quarters, which had contributed to total net inflows of £562m over the last […]
Net inflows of £471m helped offset a hit to assets under management at Liontrust in the final quarter of 2018, as the manager attempts to ride out a “challenging” period for both equities and bonds. The firm saw overall AUM fall from £12bn at the end of September to £11.2bn in December, but has pointed […]
This year has seen turbulent markets, global political strife and even more legislation, as Mifid II came into force. Here, three industry experts look back on the year and discuss what have been the key issues investors have faced. Macroeconomics Julian Chillingworth, chief investment officer at Rathbone Unit Trust Management Efforts by president Donald Trump – a […]
What poker and fund management have in common There is nothing worse than attending a fund buyers’ conference where all the fund manager presentations reel through their investment process in their pitch book. A single 40-minute review of a fund manager’s investment process is often enough to send one to despair. A series of these […]
Markets have fluctuated in recent months but whether this will continue remains to be seen Stockmarkets exhibit a striking degree of seasonality. “Sell in May and go away” sounds like a superstition but patterns in decades of stockmarket data show that there is some underlying truth to it. A mechanical approach that sold everything in […]
BlackRock has launched a multi-asset strategic growth fund targeted at defined benefit and defined contribution pension schemes seeking long-term growth and less volatility than equities. A minimum of 5 per cent of the fund’s capital will be invested in to environmental, social and governance themes. BlackRock, which manages $6.44 trillion of assets globally, also says […]
New research suggests that one of the main conerns advisers that choose not to outsource to discretionary managers have is being able to justify the increased fees to clients. The second part of the Rathbones and CoreData’s value of DFMs report released today says there is no “damaging effect” on advisers’ credibility if they outsource […]
Interest rates in the US are rising fast. But how fast? The 10-year yield rose 19 basis points over the past quarter to 3.06 per cent. It rose as much again to 3.25 per cent in the first nine days of October. This rapid uplift was sparked by consistently strong employment growth and the realisation […]
Exit fees can mean advisers are hit with high and unpredictable costs, but are they justified? Many advisers have been caught out with the unexpected burdens that come with trying to leave a platform, and an increasing number of them are looking into the potential pitfalls that exiting discretionary fund manager services could bring as […]
Equilibrium Asset Management partner and investment manager Mike Deverell explains why the company’s in-house approach to investing compares favourably against the use of DFMs What does your investment management approach look like? We run our investment management in-house. We focus on asset allocation and buy collective investments including open-ended investment companies, unit trusts, some exchange-traded […]
The newest of the Mixed Investment sectors is six years old, but how is the space as a whole looking? Over the past few years, multi-asset funds have been possibly the most talked about investment product. A way to combine a multitude of assets within one fund at a lower cost, they are an easy […]
Ahead of Good Money Week, new ways to approach sustainable investing are on many people’s radars The Sustainable Development Goals, unveiled by the United Nations in 2015, have become the de facto benchmark for measuring the sustainability and societal impact of investment portfolios. The 17 Global Goals, which aim to transform our world by 2030, […]