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Nov 7, 2024 · 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 cap spectrum, with the MSCI United Kingdom ...
Funds - Portfolio Adviser
May 8, 2024 · Fidelity Sterling Corporate Bond Fund. In this Fund in Five, Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why falling interest rates, and an attractive starting level of yield, are increasing the investment case for …
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Nov 7, 2024 · AJ Bell: Inheritance tax nil-band freeze will cost families an extra £234k. The ‘nil rate band’ has been frozen at £325,000 since 2009. 6th November 2024. Investment.
Investments - Portfolio Adviser
Aug 21, 2024 · Private markets: Wealth managers face high barriers to entry. 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. 19 September 2024.
Analysis: Is fixed income too expensive? | PA Adviser
Oct 14, 2024 · On core metrics such as income and diversification, fixed income still earns its place, but there are pitfalls, and the environment argues for selectivity. The scars of 2022 run deep for many investors. While there were warnings, few had expected 20%+ drawdowns in high quality fixed income portfolios.
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Oct 24, 2024 · Columbia Threadneedle brings UK small-cap team under pan-European small-cap umbrella. Responsible Investment research team absorbed into Global Fundamental Research team. 31 October 2024. More Product. Search portfolio Adviser.
BlackRock launches top 20 S&P 500 ETF | PA Adviser
16 hours ago · 14th November 2024. |. Alex Sebastian. BlackRock has launched the iShares S&P 500 Top 20 UCITS exchange-traded fund to ‘expand granular access to US companies.’. The ETF will offer exposure to the 20 largest S&P 500 stocks, in what the firm said is an effort to provide European investors with a tool to better manage their market cap exposure.
November 2024 | Portfolio Adviser
3 days ago · November 2024. The reluctance of platforms to allow fractional trading is having an outsized impact on smaller-value clients. Search portfolio Adviser. Sponsored by iShares. Ready to rethink your portfolio? Putting cash to work with bond ETFs. 12 November 2024. |. …
Head to head: US small caps, big growth | PA Adviser
2 days ago · Our hunting ground for US small caps is the Russell 2000. But to UK investors’ eyes, the companies in this index look far from small. The average market capitalisation is $3.5bn (£2.7bn) and the largest stock in the index has a market cap of $15.4bn. These companies are active in and a product of the most developed venture capital market in ...
Carne Group: Asset managers expect 'significant increase' to …
2 days ago · New research from Carne Group suggests that nearly two-thirds of asset management executives in Q3 2024 expect there to be a ‘significant increase’ to margin pressure over the next two years. The findings come in the firm’s latest report, Supermodel: The Great Evolution in Asset Management ...