Financial advisers expect the top three performing assets over the next 12 months to be US equities (22 per cent), emerging market equities (15 per cent) and UK equities (14 per cent), according to new research by Aegon. »

With a background in both institutional and private wealth management, Richard Gray, head of investment management, Dolfin is perfectly positioned to declare that, in his opinion, the investment thinking behind the two doesn’t differentiate between them. »

Regulation, technology and evolving client needs demand a re-think of portfolio construction that will revolutionise the role of index strategies in portfolios, according to a note – entitled ‘Time to get your core in shape’ – from BlackRock’s Ursula Marchioni examining the new ‘active’ approach sweeping through European portfolios. »

The Investment Association, the association representing investment managers in the UK, has opened a consultation on including ETFs in the IA fund sectors. »

Recent research from Cerulli Associates has found that exchange-traded funds have the potential to become a viable vehicle for managers to deliver active management. This could lead to more mandates for sub-advisers as managers look to deliver more esoteric strategies within the wrapper. »

Solactive has published a white paper ‘Multilateral Development Bank Bonds: A Rewarding Investment for a Better Society’ having recently released the Solactive UBS Development Bank Bond Index Family. »

This etfexpress Smart Beta special report reveals the growth of the strategy and the amount of academic attention it is getting, plus how minimum variance products from Lyxor and STOXX have enjoyed their day in the sun in recent, more volatile, markets… »