BoA marks commodities as top contrarian move.
Author Archives: Hannah Williford
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.
Will active ETFs prove to be as successful as passives?
Will traditional asset managers be receptive to adopting the format?
Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
As the AI boom intensifies, fund managers are turning their attention to companies upstream and downstream from the obvious players.
BlackRock launches five iShares active ETFs
New additions to its product range come at an ‘inflection point’ for the asset management industry.
Ninety One hires Paul Gooden to lead natural resources team
Tom Nelson steps down from portfolio management responsibilities.
