Apex Group to act as transfer agent for strategies.
Author Archives: Hannah Williford
St. James’s Place to cut 500 jobs
SJP is aiming to save multi-millions in costs by 2030.
Amundi launches India Bond fund with SBI FM
The fund will focus on Indian local debt and money market securities.
Thinking Ahead: Largest asset managers grow AUM by 12.5% in 2023
Passive strategies reach over a third of AUM for largest asset managers.
Morningstar: Thematic fund assets double in past five years despite volatility
However, the sector has experienced volatility and inconsistency.
Bank of America: Investors ‘nervous bulls’ as four in five anticipate soft landing
BoA marks commodities as top contrarian move.
Morningstar: Active managed portfolios now make up less than half of offerings
Managed portfolio services labelled by their providers as active have declined to 48% of Morningstar’s database at the end of July 2024.
LGIM’s Rees: How bonds play into Magnificent Seven ‘FOMO’
Matthew Rees, head of global bond strategies at LGIM, explains why he expects flow into fixed income to pick up.
Fidelity’s Dale Nicholls remains ‘cautiously optimistic’ on China
Despite trading at a 60% discount to the US market, Dale Nicholls, manager of the Fidelity China Special Situations trust, is still cautiously optimistic.
Bain & Company: Private markets to make up 30% of AUM by 2032
Private markets AUM estimated to reach $60trn to $65trn by 2032.