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6 days ago · Portfolio Adviser is a website that covers the latest stories, analysis and insights on the investment industry. Find news, views and data on funds, ETFs, companies, markets and more.
FundCalibre awards Elite rating, puts two funds on radar
9 hours ago · FundCalibre has awarded the Regnan Sustainable Water and Waste fund an Elite rating, while placing the IFSL Wise Multi-Asset Income fund and Nutshell Growth on the Elite Radar. The Regnan Sustainable Water and Waste fund was launched in 2021 and has returned 21% over the past three years, nearly ...
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6 days ago · The ‘nil rate band’ has been frozen at £325,000 since 2009
Carne Group: Asset managers expect 'significant increase' to …
1 day 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 ...
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
WisdomTree launches leveraged multi-asset ETF | Portfolio Adviser
1 day ago · WisdomTree has rolled out a “capital efficient alternative” to the traditional 60/40 multi-asset portfolio. The WisdomTree Global Efficient Core UCITS ETF index aims to provide a 90% exposure to large-cap global developed equities and 60% to global government bond futures, providing a leveraged alternative to other multi-asset funds.
PA Adviser
7IM has hired Matteo Ruozzo as a senior quantitative investment strategist. He joins the investment management team and will report into Matthew Yeates, deputy chief investment officer.
Investments - Portfolio Adviser
Aug 21, 2024 · Portfolio Adviser is a website that covers the latest trends and developments in the investments industry, with a focus on alternatives, equities, fixed income, investment trusts and multi asset. Find articles, interviews, fund picks and …
Digital Editions - PA Adviser
Sep 21, 2017 · News, views, videos and analysis for each region in the monthly regional editions, plus International Adviser’s accompanying investment specific guides
Square Mile’s Fund Selector: IA specialist funds to watch
Oct 3, 2024 · Of the 4,000 funds that are members of the Investment Association (IA), allocated across more than 50 categories, the specialist sector is home to about 130 constituents.