US

Invesco seals merger with OppenheimerFunds to break $1trn mark

Invesco has sealed a deal to acquire OppenheimerFunds as the firrm looks to break into the top 10 global investment managers. The deal will see OppenheimerFunds parent Massachusetts Mutual Life Insurance Company sell the asset manager to Invesco, with MassMutual taking a 15.5 per cent stake in Invesco in return. Invesco will manage $1.2trn (£920bn) […]

Investment Insight: Can we predict today’s economic cycles?

Economic relationships change, meaning that predictions can often prove wrong Much of Europe has enjoyed an unusually warm summer. But as the nights draw in and leaves turn brown, winter is somewhere around the corner. Like summers, economic expansions do not last forever. As the US expansion approaches its 10th birthday, investors may wonder how […]

Hortense Bioy
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Behind the numbers: How passive ESG funds really fare against their active rivals

A deeper look into how to make sustainable investing possible through the use of passive funds Sustainable investing has become a hot topic as more and more investors are looking to align their investments with their values. The market share of European equity funds that consider environmental, social and governance factors has almost doubled to […]

sustainable investing
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Does sustainable investing bring weaker returns?

People are increasingly aware of responsible investing but questions remain over the returns As we move from the industrial age to the information age, society’s attitude towards protecting the planet has changed considerably. The results of the damage being done to the environment, in the form of more frequent and more intense natural disasters, are […]

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Lehman Brothers: Assessing the fallout 10 years on

This month marks the 10-year anniversary of the start of the global financial crisis in 2008. While it began with the sub-prime mortgage market disasters of the previous year, the collapse of investment bank Lehman Brothers was what sparked the full global crash, according to most commentators. To commemorate the past decade and how it […]

Volatility fears take multi-asset fund sales to £1bn

High market volatility in February resulted in more retail investors using multi-asset fund managers and pushing net sales up to £1bn, new figures show. Data from the Investment Association tracking net retail fund sales in February show investors avoided both bond and equity funds with £235m and £136m outflows, respectively. In early February the US […]

London-based DFM investigated by US authorities

London-based fund firm Beaufort Securities has been charged with money laundering and securities fraud by the US Department of Justice, the FCA has revealed. In a statement this afternoon, the FCA said that it had been cooperating with the US agency over its investigations into six separate individuals. The indictment from the DOJ alleges that […]