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3 days ago · In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.
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Sep 11, 2024 · With wealth managers claiming they have lost clients due to a lack of adequate access to private markets, we get the lowdown on this rapidly growing but complex sector
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Analysis: Is fixed income too expensive? | PA Adviser
Oct 14, 2024 · The scars of 2022 run deep for many investors. While there were warnings, few had expected 20%+ drawdowns in high quality fixed income portfolios
Active vs passive: What can investors expect as confidence wanes …
Sep 23, 2024 · It has been an astonishing decade for passive funds in both equity and bond markets. The recent Active/Passive barometer from Morningstar found that the success rate for active equity managers since 2014 is just 17.6%, and for …
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Healthcare, which has endured turbulence in 2024, is expected to be the top-performing sector by 20% of investment trust managers in 2025, according to the Association of Investment Companies.
Rob Thorpe: What is behind the dominance of MPS? | PA Adviser
May 2, 2024 · In recent weeks I have observed numerous headlines highlighting the dominance of model portfolio services (MPS) in industry fund flows. This trend is good news for consumers as it suggests central investment propositions created within a well-governed framework appear to now be well embedded across the industry.
Square Mile: Nine funds poised for success in 2024
Jan 10, 2024 · Artemis US Smaller Companies, Liontrust Special Situations and Ruffer Diversified Return are among some of the funds on Square Mile’s list of portfolios that it believes are best-equipped to navigate 2024.
Analysis: Should investors care about the US election?
Sep 30, 2024 · It is just over a month until US voters go to the polls. US elections are always important, but this one feels particularly significant. It is possible that chaos will ensue whoever wins, and investors undoubtedly need to be prepared for volatility.