Q: Which asset classes, sectors or strategies are attracting your attention and why? Migo is a one-stop shop for opportunities in the closed-ended sector, and investment trust discounts have never ...

Excitement around AI is forming a potential bubble that could do permanent damage to investor’s capital, writes Konstantin ...

Ahead of today’s election, SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump ...

After a third straight week of distinctly sub-par performance, the BotNAV co-managers seek some tips from their guest - and ...

Artemis has been appointed as the new investment manager for the Invesco Perpetual UK Smaller Companies Trust. The £117m trust’s portfolio will be run by Mark Niznik and Will Tamworth, who have ...

The UK’s financial adviser channel has undergone significant changes in the past decade, with one of the most significant changes being the face of a client’s portfolio manager. Whereas portfolio ...

US equity markets fell in the wake of the Federal Reserve’s latest meeting, at which it cut interest rates by 25 basis points. The Fed Funds Rate now sits at a target range of 4.25% to 4.5%. The ...

South West Congress 2024: Interview with Aegon’s Colin Finlayson Speaking at South West Congress, Colin Finlayson, investment manager at Aegon Asset Management, discusses the outlook for fixed income ...

After months of curiosity around its intentions for the investment trust sector, activist investor Saba Capital has launched a campaign to replace seven investment trust boards. The US hedge fund has ...

Markets have been surprisingly stable in 2024, given the backdrop of elections and geopolitical disruption. However, there are a range of risk factors for the year ahead, including a new US president, ...

Passive funds are “eating the lunch” of their active counterparts, with just a third of active funds beating their passive counterparts across the past decade, and only 31% outperforming in 2024, ...

Q: What’s the biggest change you’ve seen in the industry since you joined? The adoption of model portfolios by advisers has been a seismic change. This trend involves partnering with providers to ...