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 ...

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 ...

Ashmore has launched its Emerging Markets Frontier Blended Debt SICAV, which is a sub-fund of its Luxembourg-domiciled Ashmore SICAV UCITS fund. The mandate, which will invest in debt securities ...

Generative AI has become perhaps the most important technological development since the internet, attracting hundreds of billions of dollars in capital investment. But while some view it as a ...

Quilter Cheviot has appointed head of investment fund research Nick Wood as the new head of regional offices, as Richard Thorn retires from the role. Thorn leaves Quilter Cheviot after nearly four ...