UK savers put GBP4.7 billion into retail funds in May 2020 building on the positive fund flows in April, according to latest figures published today by the Investment Association (IA).
After the mother of all market selloffs in March and the mother of all market rebounds in April, it is long overdue to survey the debris that some investors might mistake for a well-constructed portfolio. As an income investor one should really ‘beware the Ides of March’ and in this article I will review four sources of income and the risks that come with that territory.
Adam Laird (pictured), formerly of Lyxor and Hargreaves Lansdown, and ex-ETF chair of The Investment Association, has launched Ards Ventures, a consolidator of actively managed fund managers.
We’ve long held the view that in the next market downturn, somewhere down the line ETFs would be vilified. And that happened, initially, with headlines noting: wild swings in premiums/discounts; illusion of liquidity; exacerbating volatility. But after the initial hysteria and alarmist headlines, as calmer heads prevailed and market participants shared their truths, the tune changed, and ETFs emerged as a hero in troublesome times.
Deutsche Bank has combined its Wealth Management and Private & Commercial Business International (PCBI) units into a new International Private Bank, with a client base of well over three million private, wealth and commercial clients, and assets of EUR250 billion and revenue of EUR3 billion.
PIMFA, the trade association for the wealth management and financial advice industry, has welcomed the Financial Conduct Authority’s (FCA) announcement that it intends to make the ban on marketing of so-called mini bonds, introduced in January, permanent.
A new study by BackBay Communications has found that while family offices remain more discreet in their public-facing activities than traditional asset management firms, many leading family offices have begun to leverage marketing and public relations to create differentiation and build awareness in support of their investment and impact objectives.
Commonly grouped as technology companies, it is reasonable to assume that FAANG stocks (Facebook, Apple, Amazon, Netflix and Google) share similar characteristics. Is this a fact?
A range of comments has greeted the news on the Bank of England’s announcement of an unexpected interest rate cut of 50 basis points down to 0.25 per cent, driven by the effects of the coronavirus epidemic.
By Allan Lane, Algo-Chain – With all eyes on the Middle East as the stand-off between Saudi Arabia and Russia for the dominance of the world's oil markets plays out, you could be forgiven if one of the biggest launches in the ETF space in many a year passed you by.
According to the World Gold Council ETF holdings and assets in gold reached new all-time highs during February, adding USD4.9 billion in net inflows, with gold outperforming all major asset classes at the end of February, and being the only one in positive territory.
Fresh academic research from Professor Andrew Clare, Chair in Asset Management at Cass Business School, reveals that specialist, boutique asset managers in Europe outperform their larger counterparts – significantly so in the case of European Mid/Small Cap and Global Emerging Market funds.
